A well-written strategic plan can have a synergistic effect on the internal operations of a credit union. The synergy that results from everyone's combined efforts improves efficiency of operations, the use of resources, the exploitation of opportunities and creates new paradigms of success. Our strategic planning experts have participated in more than 100 strategic planning sessions across the country and have worked with all sizes of credit unions.
Obtain insights into market trends through an environmental scan
Create or review your vision, mission and values statements
Assess your strengths, weaknesses and opportunities to leverage your market position
Design a one- to three-year balanced scorecard strategic plan
Differentiate your credit union by service, price, and product
Improve your brand and name recognition
Review the previous year's strategies and evaluate your progress
Set new strategies and determine what key issues are most important to future success
Analyze your financial ratios and set performance goals for the future
Resolve audit findings and recommendations
Reward management and the board for their hard work
Conduct training and education sessions
Let our team of experienced consultants help you with all of your strategic planning needs.