Proactive planning vs. reactive planning

Successful relationships require proactivity. If I don’t proactively schedule time with my wife, our relationship suffers. Successful health requires proactivity. If I don’t proactively plan nourishing meals, my overall health suffers. Successful leadership requires proactivity. If I don’t proactively invest in my team, the company suffers.

Strategic planning for credit unions and banks is no different.

If you want to have your best strategic planning session ever, you must be proactive rather than reactive. A great planning session is not going to just magically happen. Proactivity is required.

Strategic planning is a process, not a date on a calendar. It takes work long before participants begin the meeting.

So how do you make your next strategic planning session more proactive than reactive? Here are a few tips:


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