Interactive measurement-readiness tool

Build the program evidence file before evaluating the results.

For each outcome domain, identify whether the measurement elements are undefined, defined, supported by a captured baseline, or operating through active reporting. Entries stay in this browser and are not submitted.

01

Member understanding and choice

Did the member receive enough clear information to make a voluntary decision?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

02

Claims, total-loss, and repair support

Can members obtain timely, understandable help when the product is needed?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

03

Cancellations and refunds

Are requests, calculations, funds, loan application, notices, and records accurate and timely?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

04

Workflow and documentation quality

Does the operating path reliably produce the approved result?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

05

Employee and manager readiness

Can each role educate, document, support, and escalate within approved boundaries?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

06

Provider and administrator performance

Is the provider meeting measurable product, service, operational, reporting, and change obligations?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

07

Governance, complaints, and risk signals

Can leaders identify concerns early and take documented action?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

08

Participation and sustainable program value

Is the program creating responsible institutional value without outranking member and service outcomes?

Measure and calculation are documented.

Source, owner, population, timeframe, and segmentation are identified.

Baseline, limitation, review cadence, threshold, and escalation path are documented.

30 / 60 / 90-day evidence plan

Document what happens next.

Use these fields on the printed copy to assign work, verify evidence, and record decisions.

First 30 days

Verify execution and visibility

Confirm data arrives, agreements and documents are correct, roles follow the workflow, support paths work, and early exceptions reach accountable owners.

Days 31 to 60

Study patterns and coach

Segment results by product, channel, location, role, dealer, or provider where appropriate; investigate recurring friction; reinforce training and correct process gaps.

Days 61 to 90

Evaluate and decide

Compare the verified baseline with current evidence, document what improved or worsened, resolve open risks, and approve continuation, change, restriction, or stop decisions.

Choose your next step

Start where your credit union is today.