YEAR END data, located on the worksheet’s left side, indicates the change in assets managed per FTE which occurred in the previous year and serves as a basis for determining the current credit union environment. The chart presents the change in terms of the dollars of products delivered per FTE (full time equivalents) as well as a percentage.

BUSINESS PLAN GOAL data located on the worksheet’s bottom left side presents the targeted objectives which the credit union wants to achieve by the end of the planning year.

VISION data, located on the worksheet’s top right side, indicates the Vision 20XX asset goal as well as the target FTEs. The target assets divided by the target FTEs equals the target assets, which should be under management per FTE. Generally, increasing assets per FTE indicates that productivity is improved.

Completing the FT2 Worksheet

The data used to complete the calculations for this worksheet is provided by the system.