YEAR END data on the worksheet’s left side indicates the average savings and loan balance per member, the average total relationships for the previous year, and serves as a basis for determining the current credit union environment.
BUSINESS PLAN GOAL data located on the worksheet’s bottom left side presents the targeted average savings balance per member, average loan balance per member, and average total relationship the credit union wants to achieve by the end of the planning year. It also shows the previous year's actual ATR, and displays the increase needed in order to achieve the target.
VISION data, located on the worksheet’s top right side, indicates the targeted average savings balance per member for Vision 20xx, targeted average loan balance per member for Vision 20xx, and targeted average total relationship for Vision 20xx.
FURTHER ANALYSIS data provided on the worksheet’s lower right side will help the
credit union set, measure and communicate annual and monthly ATR goals.
