Virtual Planning

We offer virtual planning services. Using the latest in web conferencing technology, we meet virtually with your CEO, management team and board. Our virtual sessions use the same planning strategies outlined here.

Virtual planning services give you all of the benefits of an on-site planning session, without the added cost of our airfare, lodging, and transportation expenses. There is typically no need to purchase any special hardware or software.

Also See:

    • Our Planning Approach
    • Scheduling a Planning Session
    • Strategic Planning Software for Credit Unions