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Strategic Board and Management Planning
We bring a wealth of experience with several methodologies for strategic planning including:
- The “Classic” approach
- Issues-based strategic planning
- Scenario planning
- Blue Ocean Strategy
- Implementation of a Balance Scorecard to ensure execution of strategies and achievement of objectives
We work with your planning team to ensure that your strategic planning effort results in what you need to accomplish. Our focus is on understanding what makes your organization tick, where you would like to be and need to be as a competitive and strong financial institution and the issues that stand between you and that ultimate destination.
Whether it is your first strategic planning session as a new CEO or one with an established planning team that needs a fresh approach or methodology, we provide the essential support you need to ensure that it is a success and meets the objectives that will move your credit union forward and continue to provide valuable services to your members.
We provide guidance and assistance through the important planning phases such as:
- Selecting the planning team
- Determining the objectives of the strategic planning session or workshop
- Determining preparatory steps such as a pre-planning survey
- Relevant internal and external information gathering
- Setting the agenda
- Conducting/Facilitating the strategic planning session
- Providing a written synopsis of the strategic planning session and the strategic plan
- Follow-up meetings and advice on implementing the strategic plan
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