top of page

Our Services


Strategic Planning

Community development-focused strategic planning for your credit union.
topographical map image
  • Invest in your staff.
  • Inspire your board.
  • Improve your financials.
  • Make transformative moves with support from your examiner.

This is more than just facilitation. It's a comprehensive process that includes a thorough review of your financials, your market, your vision and your priorities. Then, during the strategic planning session, we lead you through:


  • Financial analysis

  • Market analysis

  • SWOT exercises

  • Development of mission and vision statements.


This leads to the development of strategies and a professional plan that includes post-planning consultation.

Our strategic planning services guide credit unions to increase service to members and improve financial performance. We facilitate inspiring, transformative meetings.​

topographical map pattern

Learn More

Contact us to set up a meeting and learn more about our strategic planning services.

bottom of page