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CU Planner: A Strategic Planning Process
Strategic Planning Takes Real Work
It’s imperative for a credit union to have an effective strategic planning process in place if it’s to proactively manage change. CU Planner is a six-month, total planning system designed to allow credit unions to take on this essential function in a logical, bottom-up method, rather than top down.
This approach begins with input from every area of the credit union. Then the board uses this information to create a more informed strategic plan. CU Planner provides training for your entire planning team about how the process should work and how to get “buy in” to the strategic planning effort.
Using templates provided by strategic planning expert John Oliver, you’ll take a hard look at:
- The demographics of your membership
- Your members’ opinions of, and ideas for, your credit union
- The economy’s impact on your organization
- Competitors within and outside of the movement
- Your employees’ perspective of your credit union
Complete the online interest form; call 800.252.2664 or 608.271.2664, ext. 340; or e-mail p&s@cues.org.
| Online Interest Form |