How to Choose the Right Credit Union Strategic Planning Facilitator

It’s a wild world out there. Disruptive technologies and emergent market conditions are forcing us to completely reconsider our credit union strategies. If you want to be ready for what comes next, you need a credit union strategic planning facilitator. Each summer, hundreds of credit union boards and executives gather at a beautiful offsite location […]
Understanding the Credit Union Strategic Planning Process

Read the whole credit union strategic planning guide here. For some, strategic planning is just a meeting. For others, it’s a foundation for the credit union’s future. A well-structured plan aligns leadership, optimizes resources, and outlines priorities so you don’t get distracted throughout the year. This article outlines the strategic planning process. We’ll address why […]
Credit Union Strategic Planning Facilitators Guide

Download the full Credit Union Strategic Planning Facilitator Guide here. The leaves are falling. The smell of warm toner is in the air. Yup—it’s budget season, which means it’s also time for credit union strategic planning.