Strategic Planning

Having clear short and long term goals for your credit union is vital to its success, but sometimes it’s hard to see what needs improvement. What you need is a more objective eye. That’s where VolCorp can help. We’re experts at assessing your unique situation and needs, and helping you formulate a plan that will move you toward your goals.

We’ll start by designing a personalized questionnaire for your Board of Directors and key management staff, then we’ll compile the results into a custom-designed presentation to give your team the focus and direction they need to meet all your short and long term goals.

Our planning sessions also include current market data and demographics to help you identify trends and new industry opportunities. We’ll discuss together the current issues that you face and help you set personalized goals for your credit union.

When all that’s done, we’ll prepare and present you with a detailed business plan that thoroughly documents the results of your planning session.

Rates for this service are competitively priced and based on your asset size.