The Key Elements of Strategic Planning Sessions for Credit Unions
Strategic planning is one of the most rewarding parts of working in this industry. There’s something energizing about getting board members and leadership teams out of the day-to-day and into a room to talk about the future. When I worked inside a credit union, planning was always a bit messy. We’d start with big goals, […]
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 […]
Credit Union Strategic Planning Topics
Read the whole credit union strategic planning guide here. Ahhh, credit union strategic planning. Is it something you look forward to? Or is it more of a necessary evil? The last few years have made it clear that credit unions need to stay ahead of industry changes. Digital transformation, risk management, and evolving member expectations […]
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 […]