Our Services
CU
Strategic Planning
Community development-focused strategic planning for your credit union.
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Invest in your staff.
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Inspire your board.
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Improve your financials.
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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:
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Financial analysis
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Market analysis
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SWOT exercises
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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.
Case Study: Fort Randall FCU
Fort Randall FCU’s journey shows what’s possible when a credit union leads with heart, embraces its purpose, and isn’t afraid to ask for the right kind of help. With a strong foundation, the right partners, and a clear vision for their community, they’ve turned strategy into action — and action into impact.
Why Credit Unions Should Consider Scenario Planning
Credit union leaders must ask themselves whether they’re prepared for multiple possible futures—or just hoping for the best. Scenario planning is critical to provide foresight into various future outlooks. Credit unions can use this strategic tool to imagine a range of plausible futures and explore how they might respond.
Unlocking Your Credit Union's Potential: A Strategic Planning Approach for Long-Term Success
Good strategic planning ensures that every action aligns with the core mission, and that all members of the organization are unified in their efforts. Strategic planning serves as a roadmap, guiding the credit union toward its long-term objectives while navigating the complexities of the financial landscape.