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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.
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