Strategic Planning Based on the CU Principles

“We must remember what we started out to do and then find ways to do it with the modern techniques available.”
            Louise McCarren Herring

Our process is effective because it helps boards and staff to responsibly identify the credit union’s highest potential. We work with you to develop a vision for the credit union that inspires and invests staff, your board of directors, and community. The end result is more than just a report that collects dust on your shelf. We empower your credit union to be of even greater service to your members and community.

Strategic planning based on the International Operating Principles includes a traditional SWOT analysis – with a special credit union twist to discover new opportunities. We understand that each credit union has a different background and needs. Therefore, before every strategic planning session we do an environmental scan, review the 5300 report with the CEO and work with credit union executives to understand the board's needs.