A CUSTOM BUilt PLAN as unique as YOUR CREDIT UNION

We get to know your credit union on a deeper level so that we can build a custom plan; to maximize your talents and resources, extend your impact on the community, and increase your revenue to make it all possible. 

STRATEGIC PLANNING

Planning is critical for credit unions

Strategic planning is a critical component of the success of the credit union. It’s time set aside for the visionaries to stop and focus on the future of the credit union and identify the things they need to address, discuss growth strategies and make sure everyone is on the same page.

Planning offers significant benefits

  • Promotes focus
  • Coordinates efforts
  • Sets standards
  • Prepares the planner
  • Identifies opportunities
  • Reveals challenges
  • Stimulates thinking
  • Fuels confidence
  • Provides a contingency

MEASURE SUCCESS

If you want to get better outcomes, you must prioritize every action and activity you undertake. To enjoy success, you must learn the fundamentals of goal setting and stay focused on whatever success means to you. 

 

CU Evolution can help set goals and help you track them. It’s easy to lose momentum once goals are reached. We want to take the time to celebrate victories with you, and also to look at new areas to improve and higher goals to reach for. 

COMMON PLANNING QUESTIONS

The outcome of a strategic planning session is 3 to 5 strategic initiatives of focus for the credit union, define objectives and formulate strategies to accomplish the initiatives.

Depending on the size and or the complexity of the credit union will determine how often they would conduct a formal planning session, anywhere from 1 to 3 years.  It’s important to realize that you may not conduct a formal session every year, but you should review it for relevance on an annual basis.  Monitor it on a monthly or quarterly basis, depending on the credit union.

Typically the Board and Senior Staff are involved in the actual planning session, but it’s important to incorporate input from all levels of staff to gain important and potential game changing thoughts and ideas.  The plan should be drilled down to all levels of staff to gain buy-in.

External facilitator can bring fresh ideas to the session, broach topics that may be sensitive and allows all internal personnel to fully participate in the session.

Cost is based on asset size and complexity of the credit union along with the length and location of the session (i.e. travel expense).

OUR SERVICES ARE CUSTOM DESIGNED FOR YOUR NEEDS. GET IN TOUCH FOR MORE INFORMATION.

Getting Started

Set up a free consultation to learn how we can help your credit union evolve. We just need a few details and a representative will be in touch with you shortly.