CREDIT UNION ORGANISATION AND MANAGEMENT

CREDIT UNION ORGANISATION AND MANAGEMENT

material for management training in credit unions

TRAINER'S MANUAL

international labour office, geneva

? MATCOM 1978-2001

by Dean Mahon

MATCOM Material and techniques for cooperatives management

training

The MATCOM Project was launched in 1978 by the International Labour Office, with the financial support of Sweden. In its third phase (1984-1986) MATCOM is financed by Denmark, Finland and Norway.

In collaboration with cooperative organizations and training institutes in all regions of the world, MATCOM designs and produces material for the training of managers of cooperatives and assists in the preparation of adapted versions for use in various countries. MATCOM also provides support for improving the methodology of cooperative training and for the training of trainers.

Publications of the International Labour Office enjoy

copyright under Protocol 2 of the Universal Copyright

Convention. For reproduction, adaptation or translation,

application should be made to ILO Publications,

International

Labour Office, CH-1211 Geneva 22,

Switzerland. The International Labour Office welcomes such

applications

Copyright ?

International Labour Organization

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CONTENTS

Preface

Page III

The Training Programme - General Information

V

The Training Programme - Session Guides and Material

XIII

Topic 1 The Nature and the Role of Credit Unions Topic 2 The Organisational Structure Topic 3 Forming a Credit Union Topic 4 Member Services Topic 5 Financial Management Topic 6 General Management Topic 7 Education and Promotion Topic 8 Control and Audit Topic 9 Action Programme

III

Preface

This package is intended for the training of the managerial staff of credit unions (savings and credit co-operatives). It forms part of a series of similar training programmes and study texts produced by the ILO-MATCOM Project for various types of co-operatives: agricultural, consumers and workers.

Taking into account the particular interest of trade unions in this training programme its production has been supported by the Workers' Education Branch of the ILO. The actual development of the programme has been done by the World Council of Credit Unions (WOCCU) with input provided by its staff and consultants who drew upon resources made available through its affiliated network in seventy-five countries.

For more information on training material and services, please write to:

World Council of Credit Unions P.O. Box 391 Madison WI 53701 U.S.A.

The ILO-MATCOM Project c/o CO-OP Branch International Labour Office CH-1211 Geneva 22 Switzerland.

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THE TRAINING PROGRAMME

1. The target group The main target group for this training programme on "Credit Union Organisation and Management" is present and potential managerial staff of credit unions (or savings and credit co-operatives).

2. Aim The aim of the programme is to train people to organise and manage credit unions.

In particular, the programme will enable trainees to: - identify and describe the particular characteristics of a credit

union; - identify, describe and evaluate a credit union's organisational

structure; - determine the potential for and the steps involved in promoting

the creation of a credit union in a given area; - identify and describe the various credit union member services; - utilize the basic financial management tools of a credit union; - describe and distinguish among the roles and responsibilities of

the various volunteer committees of a credit union; - give examples of credit union policy implementation through man-

agement by paid and volunteer staff; - develop and evaluate credit union action plans; - conduct credit union education and training needs analyses and

develop the resultant training designs; - develop and implement activities designed to promote and in-

crease credit union membership.

3. Use The training programme as described in this manual can be used as a special course for potential managers (e.g. assistant managers, bookkeepers, board members and other volunteer officers) to develop their qualifications for credit union management.

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