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


