The Launch Pad for Strategy

March 2018: Vol 41 No 3
by Jamie Swedberg

A credit union’s strategic plan must be built on its unique market and membership situation.

Hands drawing a colorful bar graph, with a rocket taking off from the last and tallest bar

Credit union strategic planners do well to ground themselves in their credit unions’ membership, charter and tax status before setting lofty goals. These keystones must inform the planning process—until it’s time to shake things up.

Special Request Sparks Change

In 2013 and 2014, $536 million/45,454-member Crane Credit Union, Odon, Ind., with 130 employees, was a federal SEG-chartered credit union facing some ...

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