Credit Union Strategic Planning

Credit Union Strategic planning is as different as each credit union. We’ve worked with companies as small as $100 million and as large as $3 billion!

Preliminary discussion of agenda with management
Research into the company financial and competitive situation
A SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis questionnaire sent to all participants
Tabulations of the questionnaire results and editing into a discussion template for a Senior Management/Board Planning session
In-depth surveying of the membership or employees
Preparation of agendas and packets for the participants
Attendance at and facilitation of the Senior Management/Board Planning session
Wrap up report to Senior Management
Facilitation of follow-up Senior Management planning sessions

Strengths, Weaknesses, Opportunities, Threats