Strategic Planning Guide

Preparing your credit union for the future takes accurate research and diligent decision making, and this guide is designed to lead your board and management team through a step-by-step process to do just that.

Combining the insights of the Environmental Scan (E-Scan) Report (sold separately) and analysis with your credit union’s own unique situation, this easy-to-follow planning guide can help you create actionable short-term and long-term goals, providing valuable documentation of your credit union’s strategic planning exercises. Also, this guide can be used again during future planning sessions.

The guide includes:

• Planning overview & a glossary of key terms
• Pre-planning questionnaire
• Warm-up exercises
• A suggested agenda
• Innovation exercises
• Planning worksheets for tactics & progress updates

It also includes a complete outline for the facilitator and processes information for senior management. Handouts and worksheets cover each step of your planning process, leading your group from what-if scenarios through goals, tactics and implementation.

Councils endorse the E-Scan Report.

Also Available

The Strategic Planning Guide is designed to complement the full E-Scan Report.