Strategic Planning

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 developing your management team.

Our planning services are customized based on the credit union's unique needs. Our general approach is to work with the CEO and management team to develop the preliminary business plan, and work with the Board of Directors to modify and finalize the plan. We have found this approach to be effective while maximizing the time of everyone involved in the process. Detailed information regarding our planning process can be found here.

We also provide virtual planning services (learn more here)

Also See:
    • Our planning approach
    • Scheduling a Planning Session
    • Strategic Planning Software for Credit Unions