Strategic Planning is the key to your credit union's long-term success.  It involves planning for growth and expansion of your credit union, establishing short and long-term goals and development of your management team to achieve success.

Our planning approach and the planning documentation for your credit union are customized based on your credit union's needs. This approach of working with the CEO and Management team to develop the preliminary plan, and working with the Board of Directors to modify and finalize is both effective and maximizes the Board of Directors time.

 

Look through our website to find out more about our planning approach and our planning services.

You may also be interested in our Strategic Planning Software and the other services we offer.

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