Strategic Planning

Planning for the future is one of the key elements of success for credit unions. Those who define their preferred future and set goals to reach it succeed. Those who fail to plan are swept along by the winds of change and buffeted by the maneuvers of the competition.

We work with you to go beyond “the fall retreat” to establish a strategic planning process that achieves the following objectives:

• Understand how the marketplace and your members are changing.
• Discuss alternative visions and select the best one for your members and credit union.
• Identify segment niches in the marketplace where you can be successful.
• Rally team members around clear strategic directions and goals.
• Set action plans that are measurable.
• Establish a process for integrating strategic planning into tactical decisions.

Our facilitators combine credit union leadership experience with more than twenty years of retreat facilitation. The result is a process that is illuminating and rewarding. Our in-depth understanding of credit union financials and operations enrich discussions of future trends and their impacts on our clients.

Our experience enables us to artfully guide discussions and move to consensus and conclusions. We involve all participants and occasionally moderate the input from more assertive participants. This allows us to lead difficult discussions in an atmosphere of respect. In the process we also like to have fun and keep the group engaged.