Strategic Planning Facilitation

Our Strategic Planning Sessions Include:

  • Identify Key Priorities

  • Goals

  • Action Items

  • Key Performance Indicators

  • Market Trends Nationally

  • Credit Union Trends Specific to Your State

  • Targeting 3-5 Year Business Plans

Our team excels at pushing you further in your big picture thinking and helping you reach the goals needed to compete in the market in the future. 
Peer Analysis and Benchmarking Strategies –The facilitator will analyze your key financial ratios, balance sheet and income statement trends so you can compare your credit union to your competition. Then we create best practice strategies to improve performance, growth and profitability.