CU Planner is a six-month, total planning system designed to allow credit unions to take on strategic planning in a logical, bottom-up method, rather than from the top down.
The 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.
For more information, complete the online interest form; call 800.252.2664 or 608.271.2664, ext. 332; or email firstname.lastname@example.org today.