Strategic Planning

Detailed, thoughtful strategic planning is essential in guiding your credit union to optimal growth. Regardless of the size or complexity of your credit union, our consultants can help you plan for success by applying various approaches, concepts and expertise to help produce a strong strategic plan. In facilitating the planning meeting, our consultants will help you carefully examine all the factors, both external and internal, that can affect your credit union. We present best practices from business leaders and the nation's leading credit unions.