Strategic Planning

Strategic planning is the key to moving your organization forward. The planning process helps boards create a future-focused vision, painting a realistic picture of your credit union’s short and long-term strategies.

Consulting Services specializes in the facilitation of a future-focused strategic planning session. This session will provide your board and management with the opportunity to focus on the dynamics of the financial services environment and the impacts of this environment on your credit union and community.

Internal factors such as human resources, technology, financials and service delivery, together with external factors such as competition, demographics and the economy are examined against your long term vision for the credit union. The strategic planning process allows you to:

• Focus on the future of your credit union
• Assess your credit union’s current position, including opportunities and challenges
• Develop an action plan to move you from the present into the future
• Identify measure and targets to monitor progress

The resulting strategic plan provides a basis on which to develop and move forward with operational plans to achieve your desired future.

To obtain more information on Strategic Planning click here.