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New kit from CUNA offers self-guided strategic planning
MADISON, Wis. (8/4/08)--Credit union board members and senior management can be guided step-by-step to complete their credit union’s strategic planning process with the Credit Union National Association’s 2008-09 Credit Union Environmental Scan (E-Scan) Strategic Planning Kit. The E-Scan Strategic Planning Kit walks credit unions through a strategic planning process that yields actionable, measurable goals and strategies. The kit consists of the E-Scan Strategic Planning Guide, the E-Scan DVD and 12 copies of the E-Scan report. The Strategic Planning Guide includes a complete planning outline and suggested agenda for the planning session facilitator, plus process information for senior management. Handouts and worksheets cover each step of the planning process. They lead groups from what-if scenarios through goals, tactics, and implementation. The guide is in a PDF format that contains live fields, so the credit union can enter its data directly into the document. “CUNA created an easy-to-follow planning guide that will deliver goals and strategies to take credit unions into the future,” says Doug Benzine, vice president of CUNA’s Market Research department. “You don’t have to be a planning consultant to use it.”
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