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.  

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

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

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Policies & Forms

  • Social Media Policy
  • Photo Release Form


If you have have questions or would like to learn about Council membership please visit or contact Council Administration at 800-356-9655, ext. 4047 or