Our strategic planning services offer comprehensive sessions tailored to set your credit union on the path to success.
Our day-long sessions are preceded by thorough preparatory work, including analysis of past initiatives, financials, and board priorities. We engage with your leadership team and board to ensure alignment with our methodology, fostering familiarity and trust.
Utilizing a structured approach, we dig into critical questions about your credit union’s strengths, weaknesses, opportunities, and threats. Through pre-session data collection and individualized inquiries, we prioritize key areas for discussion, ensuring everyone’s voice is heard.
During the session, our role is to facilitate productive dialogue, leveraging insights gathered beforehand to identify actionable steps toward your credit union’s future. We aim to empower your team to collectively shape a clear path forward. Let us guide your credit union towards its next best step.
