Strategic Planning Facilitation

Strong strategic planning is the foundation for sustainable growth and long-term success. Our expert facilitators guide your leadership team through an engaging, data-driven process that sharpens focus, drives alignment, and positions your credit union to thrive in a competitive marketplace.

Our Strategic Planning Sessions Include:

• Comprehensive Pre‑Planning & SWOT Analysis – Understand your strengths, weaknesses, opportunities, and threats.

• Market Trend Insights – National outlook and emerging industry dynamics.

• State‑Specific Credit Union Trends – Regional benchmarks to keep your strategy relevant.

• Priority Identification – Pinpoint the issues and opportunities that matter most.

• Goal Setting & Action Planning – Define clear objectives and map the steps to achieve them.

• Key Performance Indicators (KPIs) – Establish measurable metrics for accountability.

• 3–5 Year Business Plan Development – Create a roadmap for sustainable growth.

Peer Analysis & Benchmarking Strategies
Our facilitators go beyond discussion—we provide actionable insights. By analyzing your key financial ratios, balance sheet, and income statement trends, we benchmark your credit union against peers and top performers. From there, we develop best-practice strategies to enhance growth, profitability, and competitive strength.

Big-picture thinking starts here. Let us help you turn vision into action.