5 steps to prepare for strategy sessions

Do work ahead of time to lay the groundwork for the planning session.

Just like every credit union is unique, every strategic planning session must be tailored to meet your credit union’s needs.

Planning must take into account not only the credit union’s characteristics—asset size, marketplace, business model, field of membership, and degree of financial capacity—but also characteristics of the planning session itself—how often it’s held, whether it’s held on- or off-site, who is invited, and whether it’s facilitated or self-led.

While approaches differ, the intent of a strategic planning session remains the same: to build financial, member, and experiential value.

Here are five ways to ensure a successful planning session and process:


continue reading »