Why Book Us?

Partnering with CU Strategic Planning is the best way to ensure that your credit union achieves its goals – and that your members can do the same. But why choose us, specifically?

We’re experienced.
Our grant writing record for credit unions is stellar - quite possibly the best in the world.

We anticipate breaking the threshold of $20 million in grants for credit unions this year.
100 percent success with CDFI Certification.
76 percent success with TA/FA award dollars requested in 2011.
98 percent success with NCUA OSCUI Grants.
The only firm to win awards in every CDFI TA/FA Round since 2008 including the NACA, CDCI, TA/FA and Supplemental Rounds.
We write and win more grants for credit unions than anyone else in the nation, maybe even the world.

Our process is the best.
Our unique strategic planning process is based on the International Operating Principles and includes a traditional SWOT analysis – but with a special credit union twist that enables us to uncover new opportunities. Even though we've found a method that works (really well), each credit union has specific needs, so we completely customize each plan. That's why, 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.

Our results are superior.
In fact, our results speak for themselves.That's why we consistently find ourselves with a waiting list of clients, each eager to attain the same results for their credit union.

We're fun to work with.
Of course, improving the lives of your members is serious business. But that doesn't mean we can't have fun in the process. We think you'll find that our staff's enthusiasm and passion for our work can be inspiring and infectious. At least that's what our past clients have said, along with some other pretty flattering stuff.