Where potential meets progress

Your guide to a unified vision and a clear plan forward

credit union strategic planning facilitators guide

This guide includes:

  • A list of strategic planning facilitators (with descriptions)
  • Strategic planning trends, topics, and questions
  • Questions to help you evaluate facilitators and find the right one

Many leadership teams try to take a shortcut at the beginning of the strategic planning process. Some will book a long meeting with their executive team and try to run it themselves. Others will bring in the first facilitator they come across, whether through Google search or word of mouth.

That’s like trying to bake a cake without reading the instructions and gathering the ingredients first.

Sure, you might get a cake, but you also might get a doughy (or burnt) blob. And it might not be the flavor you had in mind!

But if you frontload a bit of the work, you’re far more likely to get the results you’re looking for.

Similarly, when you find the right facilitator for you, the session and the plan will go much smoother and your vision will be much more attainable.

This guide will help you find the right facilitator and give you a head start on your planning session.

Take the first step today