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Learning Plans

Use the learning plans below to increase board knowledge. Each plan will direct you to relevant videos, articles and whitepapers developed by subject matter experts. Use the plans’ end-of-session questions to help spur board meeting discussions.

CUES Learning Tracker

Introduction to Strategy

Learning Objectives:

  • Explain why strategic planning should be considered an ongoing, integrated process in order to deliver the best possible value to members.
  • List the questions the board should consider in developing, evaluating, and adopting a strategic vision.
  • Describe the issues the board must consider in thinking strategically to establish the credit union’s mission, vision, and values.
  • Discuss techniques and governance practices involved in maintaining the strategic focus needed to achieve long-term strategic success.   
  • Define the role of the board in the strategic planning process.

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