For six months at the end of 2013 and into 2014 I was privileged to lead Vancity’s Communications department on an interim basis between permanent leaders. One of the projects I was most interested in was leading the team during the creation of our 2013 Annual Report.
At Vancity we create an integrated annual report, combining our reporting on our financial performance and metrics with our social and environmental performance and metrics. We do this to get a more holistic view of what we’re trying to do, where we’re successful and where we’re falling short and still need to improve what we’re doing.
It’s a great companion piece to our 2014-16 Three Year Plan, which we released publicly in March. In our annual report, we talk about our successes and dilemmas as we orient ourselves more and more towards our vision of redefining wealth and putting an increasing amount of our capital (financial, human, social, etc…) towards positive impact in our communities.
In her letter at the opening of our Annual Report, our CEO Tamara Vrooman has a quote that I think summarizes what credit unions should be all about.
Our role is to ensure that the money our members entrust to us for their own financial future is invested in ways that also ensure a healthy, collective future.
The microsite alone will give you a sense of how our 2013 was, what we accomplished and where we still need to focus. It lets you build your own report from the sections that most interest you, and includes this video that gives an overview of our 2013:
I invite you to take a look.
I wrote a blog post for the CU Water Cooler today about the public release of Vancity’s internal Three Year Plan.
Why publish our internal plans? It’s all about transparency and getting the word out about what we’re doing, in the hopes that publishing our plans will be useful to our sister credit unions and co-operatives, as well as values-based banks and organizations focused on marrying their economic performance with environmental and/or social performance.
Check it out, and please comment on the article if you have something to add.
In June, I was lucky enough to be Vancity’s representative at a meeting of the Global Alliance for Banking on Values in Copenhagen. I have tried to sum up that experience in three posts on the Credit Union Water Cooler site.
The third and final post was published today. It’s called Citizen Bankers. Please take a look and leave a comment on the site if you have something to add or ask.
My first two posts were From Community-based to Values-based and The Banking Commons.
I’m humbled by my experience in Copenhagen with my Global Alliance colleagues – I am still unwrapping my lessons and the world of possibilities discovered during my time with them – and am very proud of these three posts.
As always, I welcome your thoughts on this final post…
The second part of my three-part series of posts on my experience in Copenhagen at the Global Alliance for Banking on Values meeting is now live. It’s called The Banking Commons. Please check it out and leave a comment and let me know what you think…
The first part of my three part series of posts on my experience in Copenhagen at the Global Alliance for Banking on Values meeting was published today on the CU Water Cooler site.
That is all.