Strategic Planning

Strategy Services

Credit unions must carefully invest in strategy in order to thrive in an increasingly competitive landscape.

Our proven strategic planning services leverage input from key decision-makers within the credit union to develop the strategic plan and align organizational objectives for maximum results. In addition, we will align the strategy with industry standards and best practices to ensure success.

Process

• We will start by designing a personalized questionnaire for the Board of Directors and key management staff.
• We will continue with compiling the results into a custom presentation designed to give teams the focus and direction they need to meet both short- and long-term strategic initiatives.
• We will then facilitate current market data and demographics to identify new trends and industry opportunities.
• We will engage in meaningful dialogue to identify relevant pain points and obstacles, as well as their subsequent solutions.
• Lastly, we will put together a detailed business plan that will document strategic initiatives and help credit unions adapt and prosper.