Cast a vision during strategic planning

If done correctly, strategic planning for credit unions is a blast.

It’s always great to carve out time to discuss the future and how your organization is going to accomplish its strategic initiatives. However, if you’re not careful, strategic planning can become routine or formulaic. Talk about your numbers. Complete the SWOT (which we don’t recommend doing). Set some goals.

But as Proverbs says, “Where there is no vision, the people perish.”

Strategic planning for credit unions is a process—not a date on a calendar. With that in mind, there is a new exercise we are recommending some of our clients complete before the actual planning session:


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