Credit union strategic planning isn’t just a day on the calendar

Many institutions are submitting consultation requests for community bank and credit union strategic planning sessions this fall. As dates fill up, the conversations become increasingly centered around the calendar…what dates work and what dates don’t.

And a date is necessary to have the session, but the session is not about the date. Too often, community financial institutions treat strategic planning as just a day on the calendar.

But it’s a process.

You must build a plan you actually use. A plan must do more than satisfy an NCUA requirement or fulfill a yearly tradition. It must do more than collect dust on a shelf.


continue reading »