Executing the Plan

We produce the business plan you need for your credit union and regulator. Additionally, you can choose to receive a project plan, timeline and CU Strategic Planning project manager to help your credit union successfully achieve the goals established by your board.

Your CUSP project manager:

• supports your credit union after the strategic planning meeting.
• works with your staff to overcome hurdles that prevent credit unions from achieving their goals.
• identifies grant opportunities grant and partnerships to execute mission critical programs for credit unions of all sizes.
• is a go-to extension of your staff for any public relations, communications, operations, compliance or marketing needs.
• provides small credit union mentoring.