Project Management of Your NCUA Documents of Resolution (DOR)
- Mark Treichel
- 12 minutes ago
- 2 min read
Project Management of Your NCUA Documents of Resolution (DOR)
🧭 Episode Summary
In this episode of With Flying Colors, I bring back two of my most frequent and insightful guests: Steve Farrar and Todd Miller, both former NCUA veterans and now key members of my consulting team. Together, we dive deep into how to project manage your response to an NCUA Document of Resolution (DOR)—especially in an era where DORs are longer, more prescriptive, and often overwhelming.
We share real-life lessons from both sides of the table: how credit unions can prioritize, communicate, and implement corrective actions effectively—without letting the reporting burden paralyze the fix.
📝 Key Takeaways
⚠️ DORs today often include 30+ items—many of which are complex, costly, and come with tight timelines.
🧠 Inexperienced examiners and rigid internal QA processes are leading to unrealistic or poorly prioritized DORs.
🛠️ Credit unions should treat their DOR like a project management challenge: assign accountability, track timelines, and report progress transparently.
🧾 Too much reporting can hurt more than help—focus on action, not just documentation.
📣 Communication with NCUA is essential, but examiners may not always follow the negotiation principles outlined in the NSPM. Be proactive and persistent.
💬 Quote from the Episode
“If everything’s a priority, then nothing’s a priority. You need to triage DORs like any other high-risk project.”— Mark Treichel, Host, With Flying Colors
📬 Stay in the Loop
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