Internal CRM Feedback Form – Credit Union Development Association

Purpose: We are exploring how to rebuild our organisation’s ways of working in ClickUp. This includes project management, ticket/incident tracking, and how we log interactions with our owner and affinity members.

Why your input matters: To make sure the design reflects how we actually work, we need input from everyone. Your answers will help shape a ClickUp setup that supports day-to-day operations and provides the right reporting for leadership.

How to answer: Please be honest and practical. Use plain language and give examples where helpful.

Name

First Last

Section 1 – Current Ways of Working

We want to understand how you currently get things done — what is smooth and what causes friction. This helps us preserve what works and fix what doesn’t.

How do you currently keep track of your work? (select all that apply)

Email

Excel / Google Sheets

Microsoft Teams chat

Phone calls

Paper notes

SharePoint / OneDrive folders

Calendar reminders

Other

What works well about your current approach?

e.g., quick to capture, easy to find things, suits my workflow

What’s frustrating or inefficient about your current approach?

e.g., hard to track priorities, visibility gaps, duplicated effort

Section 4 – Aspirations

This is where we capture what “good” would look like for you.

If you could wave a magic wand, what would an ideal system do for you?

e.g., auto-assign tasks, show all member activity in one place, simple weekly summary

What would make you use it daily?

e.g., clear priorities, fewer emails, easy updates in Teams

Section 1 – Current Ways of Working

Section 2 – Handling Work Items (Tasks/Tickets/Incidents/Interactions)

Section 3 – Collaboration & Reporting

Section 4 – Aspirations

Section 5 – Comfort with Change

ABOUT US