A two-minute overview for credit union and bank leadership.

CEO Quick Checklist

A one-page checklist outlining what is required to run a safe, low-risk AI pilot inside a credit union.

1. Leadership Signal

  • This matters enough to try
  • One executive is visibly backing it (CEO or direct report)

2. Light Ownership

  • One internal point person (champion, hands-on, not a manager)
  • Limited time commitment, focused on coordination and feedback

3. IT Support (Minimal)

  • IT is aware and supportive
  • One-time setup and basic availability if issues arise

4. Pilot Structure

  • Start with Auto Loan Quality Control
  • Run in parallel with current process
  • No integrations or workflow changes during pilot

5. Check-Ins

  • Short weekly check-in (~15 minutes)
  • Focused on what works and what does not

6. Guardrails

  • Use existing policies
  • Security and compliance expectations met
  • We can stop anytime

7. Time, Cost, Decision

  • About one month
  • Roughly the cost of a short-term contractor
  • Clear stop, adjust, or expand decision at the end
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