Randy:

I would like to thank you for what a wonderful job you did at strategic planning this year. I cannot tell you what a difference I have seen in my board. They are so ready to move forward and work together. Last nights board meeting was very encouraging to me. I can see great change in all of us and I know that it can only get better with your ongoing support.

Sincerely,

Valorie G. Snyder
President/CEO
Sacramento Dist. Postal Employees C.U.

I am so pleased to have Randy’s consulting support for WHFCU. I have taken advantage of both his marketing and strategic planning programs. Both of these programs have provided value to me and WHFCU.

The marketing programs we received include; research, the development of a comprehensive marketing plan and training for employees and leadership. I was pleased with the clear insight that his research has given us into our field of membership. His research findings were especially valuable to the board as they used the findings to guide their strategic discussions. Randy presents the findings in a way that is easy to understand and discuss.

He has helped us create an effective marketing program that is getting results. We are getting new members and core deposits though the application of his marketing programs.

I can say, without reservation, that the strategic planning session, that he facilitated, was the best session we have ever held. Each member of the board commented on the effectiveness of his planning process. The session resulted in a plan that was developed by and is supported by the entire board. Randy is sensitive to all opinions and views and works to incorporate those ideas into the plan.

The real measure of his value to WHFCU is that we have elected to continue to use his services through the next year.

-Diana

I have used consulting services from Randy Thompson for nearly 20 years. During that time my credit union has grown from just over $30 million to over $100 million in assets. Randy’s work and support has played a critical role in our growth and success.

I have found Randy to be highly versatile and effective. He has provided support in a variety of areas including strategic planning, marketing and cost accounting. My experience shows that he approaches problems in creative manner that gets results.

His market research is well designed and has proven highly accurate. Findings from his research have helped us make correct decisions that have given us excellent results. One aspect of his research, that I have found important, is that he presents and explains the findings in a way that is easy to understand and apply.

He is an excellent teacher and trainer who knows how to motivate employees and create mutual support and cooperation. His understanding of people informs his marketing programs and makes them valuable.

-Dennis

Wednesday, December 06, 2006

Randy,

In a year-end review of the programs you have put together for us, I would like to make a couple of observations.

In reacting to the surveys you conducted for Cannon, both employee & members, we have already set in motion several programs that have shown impressive results. Coupled with your individualized awareness sessions, progressive promotional ideas & LEEP training, we are already beginning to see a change in employee appreciation for the work situation & dedication to their assigned tasks.

CFFCU membership is also noticing the change. The result (and, I might say benefits) is that we have started seeing employees make a concerted effort to develop stronger members, & when confronted with difficult situations, resolve them in a positive & effective manner.

My belief is that you have a unique ability to develop easily understood statically measurable behavior concepts. This enables our employees to more quickly understand the difficult situation, follow the logic to a successful “member-service-orientated” conclusion that benefits both the member & the credit union & measure the results. As we have already discussed, you leading & facilitating the CFFCU Annual Strategic Planning Session has had some dramatic results. First, & foremost, the Board reacted in an extremely positive manner. They identified with you & reacted to your presentation in an open & responsive fashion. Most importantly, in the area of Goal & Objective Planning & Action, the Board & management have overcome a major stumbling block that has plagued the organization for several years. In the past, we have collectively been able to identify needs & objectives, only to have difficulty in a developing & following-through on a workable, reliable solution & plan of action. Using the concepts presented in “CU PlanPro” we now have identified goals & objectives, assigned individuals & teams to develop solutions & established time workable, reasonable time-frames that will insure results. I will call you in the next few days to, review some recent developments & establish a time frame for 2007 training, marketing & management programs.

Kind Regards