The Scottish Government

2004

CONTENTS

ACKNOWLEDGEMENTS
EXECUTIVE SUMMARY
CHAPTER ONE: INTRODUCTION
BACKGROUND
CREDIT UNIONS
FINANCIAL SERVICES AUTHORITY
CREDIT UNION ACTION PLAN
THE ROLE OF VOLUNTEERS
AIMS AND OBJECTIVES
METHOD
STRUCTURE OF THE REPORT
CHAPTER TWO: STAKEHOLDER INTERVIEWS
INTRODUCTION
STAKEHOLDER CONSULTATIONS
FINDINGS
SUMMARY
CHAPTER THREE: CREDIT UNION SURVEY
INTRODUCTION
GENERAL CHARACTERISTICS OF SURVEY RESPONDENTS
VOLUNTEER ROLES
DEVELOPMENT WORKERS
TRAINING PLANS
TRAINING PROVISION
TRAINING DELIVERY
FUNDING
EVALUATION
INFORMATION GATHERING
FEEDBACK
BENEFITS OF TRAINING
BARRIERS TO TRAINING
GAPS
SUMMARY
CHAPTER FOUR: CREDIT UNION INTERVIEWS
INTRODUCTION
TRAINING WITHIN THE CREDIT UNION
TRAINING NEEDS OF VOLUNTEERS
DELIVERY OF TRAINING
ACCREDITATION
BEST PRACTICE
SUMMARY
CHAPTER FIVE: TRAINING AND SKILLS DEVELOPMENT TOOLKIT
INTRODUCTION
LITERATURE REVIEW ON TOOLKITS
TOOLKIT
FEEDBACK ON DRAFT TOOLKIT
SUMMARY
CHAPTER SIX: TRAINING DELIVERY MECHANISMS
INTRODUCTION
TRAINING APPROACHES TYPOLOGY
SUMMARY
CHAPTER SEVEN: SUMMARY AND CONCLUSIONS
INTRODUCTION
VOLUNTEER TRAINING
TRAINING GAPS
TOOLKIT
DELIVERY MECHANISMS
SUMMARY
CHAPTER EIGHT: RECOMMENDATIONS
INFORMATION NEEDS
TOOLKIT
TRAINING STANDARDS
DELIVERY MECHANISM
REFERENCES
APPENDIX ONE: LIST OF INDIVIDUAL CREDIT UNION CONSULTEES
APPENDIX TWO: RESEARCH NOTE ON TELEPHONE SURVEY
APPENDIX THREE: TELEPHONE INTERVIEW AND FACE TO FACE SCHEDULES
APPENDIX FOUR: LEARNING PROFITS ! A TOOLKIT FOR CREDIT UNION VOLUNTEERS' SKILLS DEVELOPMENT

TABLES AND FIGURES

TABLE 3.1: COMMON BOND TYPE
TABLE 3.2: GEOGRAPHICAL SPREAD OF CREDIT UNIONS
TABLE 3.3: NUMBER OF MEMBERS
TABLE 3.4: CREDIT UNION AFFILIATION
TABLE 3.5: CREDIT UNION OPENING HOURS
TABLE 3.6: CREDIT UNIONS EMPLOYING PAID STAFF
TABLE 3.7: PERCENTAGE OF CREDIT UNIONS EMPLOYING STAFF BY CATEGORY (FT/PT/OTHER)
TABLE 3.8: NUMBER OF VOLUNTEERS INVOLVED IN INDIVIDUAL CREDIT UNIONS
TABLE 3.9: DESIGNATED INDIVIDUAL WITH RESPONSIBILITY FOR TRAINING
TABLE 3.10: ORGANISATIONAL TRAINING PLAN
TABLE 3.11: TRAINING NEEDS ANALYSIS UNDERTAKEN (%)
TABLE 3.12: TRAINING PROVISION TO CREDIT UNIONS
TABLE 3.13: BREAKDOWN OF EXTERNAL TRAINING PROVIDERS
FIGURE 3.1: VOLUNTEER ACTIVITY IN CREDIT UNIONS
FIGURE 3.2: CATEGORY OF TRAINING UNDERTAKEN
FIGURE 3.3: TRAINING BARRIERS IDENTIFIED BY CREDIT UNIONS
FIGURE 6.3: CREDIT UNION RESOURCE CENTRE

Further copies of this report are available priced 5.00. Cheques should be made payable to The Stationery Office Ltd and addressed to:

The Stationery Office
71 Lothian Road
Edinburgh
EH3 9AZ
Tel: 0870 606 5566
Fax: 0870 606 5588