New Kit Offers CU Strategic Planning in a Self-Guided Approach

July 31, 2008

FOR IMMEDIATE RELEASE
Contact: Katye Long
CUNA Communications; (608) 231-4038
klong@cuna.coop

MADISON, Wis. – Credit union board members and senior management can be guided step-by-step to complete an effective and visionary strategic planning process with CUNA’s 2008-09 Credit Union Environmental Scan (E-Scan) Strategic Planning Kit

The E-Scan Strategic Planning Kit is designed to walk 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 session facilitator, plus process information for senior management. Handouts and worksheets cover each step of the planning process, and lead groups from what-if scenarios through goals, tactics, and implementation. The guide is in a PDF format that contains live fields, so specific credit union data can be entered 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.”

For more information or to order CUNA’s 2008-09 E-Scan Strategic Planning Kit, go to advice.cuna.org and enter stock number 28301K in the search box, or call (800) 356-8010, press 3, and use the stock number as a reference.

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About CUNA

With its network of affiliated state credit union leagues, Credit Union National Association (CUNA) serves 90 percent of America's 8,500 credit unions, which are owned by more than 90 million consumer members. Credit unions are not-for-profit cooperatives providing affordable financial services to people from all walks of life. For more information, visit www.cuna.org.

Copyright © 2008 - Credit Union National Association, Inc.