Marketer's Toolkit

Marketers toolkit logo
Seeking a starting framework or a fresh set of ideas to boost your marketing mojo?  The Marketer's Toolkit is designed with you in mind. 

Showcasing often requested resources from the Councils Community, we worked with industry experts and Council volunteers to provide these templates.  

This resource is exclusively available to CUNA Marketing & Business Development Council members. 

 Members - login to access.   Not a member?  Join today.  

bullet icon
Templates

  • NEW - Social Media Overview (templates, best practices, guidelines) - Coming February 2020
  • NEW - Brand Guide Template - Coming February 2020
  • NEW - Principles of Design Template - Coming February 2020
  • NEW - Request for Proposal (RFP) Template - Coming February 2020
  • NEW - Sponsor Checklist Template - Coming February 2020 
  • Vendor Service Review Template
  • Event Management Template
  • ROI Calculation Spreadsheet
  • Marketing Budget Spreadsheet
  • Data Gathering and Evaluation Spreadsheet

bullet icon


Plans

  • NEW - Business Continuity Plan - Coming February 2020
  • NEW - Merger Communications Plan - Coming February 2020
  • NEW - Seminar Creation Plan - Coming February 2020
  • Marketing Plan
  • Campaign Rollout Plan
    • Sample Marketing Campaign
    • New Branch Opening
    • Name Change
  • Business Development Plan
  • Multi-Channel Member Onboarding Plan
  • Conversion Communication Plan

bullet icon


Policies & Forms

  • Social Media Policy
  • Photo Release Form

 

If you have have questions or would like to learn about Council membership please visit http://join.cunacouncils.org or contact Council Administration at 800-356-9655, ext. 4047 or cunacouncils@cuna.coop.

 

 

Marketers toolkit logo
Seeking a starting framework or a fresh set of ideas to boost your marketing mojo?  The Marketer's Toolkit is designed with you in mind. 

Showcasing often requested resources from the Councils Community, we worked with industry experts and Council volunteers to provide these templates. Available exclusively to Marketing & Business Development Council members, download one and launch your creativity today!

bullet icon
Templates

bullet icon


Plans

bullet icon


Policies & Forms


Have a great idea for a resource we missed?  Let us know, and as we get enough demand for particular items, we will add to the Toolkit. 
 
button_submit-a-new-template-idea.png

 

Marketers toolkit logo
The Toolkit is exclusively available to CUNA Marketing & Business Development Council members.  


To learn about Council membership please visit http://join.cunacouncils.org or contact Council Administration at 800-356-9655, ext. 4047 or cunacouncils@cuna.coop.


bullet icon
Templates

  • NEW - Social Media Overview (templates, best practices, guidelines) - Coming February 2020
  • NEW - Brand Guide Template - Coming February 2020
  • NEW - Principles of Design Template - Coming February 2020
  • NEW - Request for Proposal (RFP) Template - Coming February 2020
  • NEW - Sponsor Checklist Template - Coming February 2020
  • Vendor Service Review Template
  • Event Management Template
  • ROI Calculation Spreadsheet
  • Marketing Budget Spreadsheet
  • Data Gathering and Evaluation Spreadsheet

bullet icon


Plans

  • NEW - Business Continuity Plan - Coming February 2020
  • NEW - Merger Communications Plan - Coming February 2020
  • NEW - Seminar Creation Plan - Coming February 2020
  • Marketing Plan
  • Campaign Rollout Plan
    • Sample Marketing Campaign
    • New Branch Opening
    • Name Change
  • Business Development Plan
  • Multi-Channel Member Onboarding Plan
  • Conversion Communication Plan

bullet icon


Policies & Forms

  • Social Media Policy
  • Photo Release Form

 

If you have have questions or would like to learn about Council membership please visit http://join.cunacouncils.org or contact Council Administration at 800-356-9655, ext. 4047 or cunacouncils@cuna.coop.

 

 

Marketers toolkit logo

The Toolkit is exclusively available to CUNA Marketing & Business Development Council members.  

To learn about Council membership please visit http://join.cunacouncils.org or contact Council Administration at 800-356-9655, ext. 4047 or cunacouncils@cuna.coop.

bullet icon
Templates

  • NEW - Social Media Overview (templates, best practices, guidelines) - Coming February 2020
  • NEW - Brand Guide Template - Coming February 2020
  • NEW - Principles of Design Template - Coming February 2020
  • NEW - Request for Proposal (RFP) Template - Coming February 2020
  • NEW - Sponsor Checklist Template - Coming February 2020 
  • Vendor Service Review Template
  • Event Management Template
  • ROI Calculation Spreadsheet
  • Marketing Budget Spreadsheet
  • Data Gathering and Evaluation Spreadsheet

bullet icon


Plans

  • NEW - Business Continuity Plan - Coming February 2020
  • NEW - Merger Communications Plan - Coming February 2020
  • NEW - Seminar Creation Plan - Coming February 2020
  • Marketing Plan
  • Campaign Rollout Plan
    • Sample Marketing Campaign
    • New Branch Opening
    • Name Change
  • Business Development Plan
  • Multi-Channel Member Onboarding Plan
  • Conversion Communication Plan

bullet icon


Policies & Forms

  • Social Media Policy
  • Photo Release Form

 

If you have have questions or would like to learn about Council membership please visit http://join.cunacouncils.org or contact Council Administration at 800-356-9655, ext. 4047 or cunacouncils@cuna.coop.