Start strong on your credit union strategic plan in 2024

Many banks and credit unions enjoy holding their strategic planning sessions in the fall, and you may have held your own planning session during that time. Or maybe your session is fast approaching sometime in January or February. No matter when you have your bank or credit union strategic planning session, the resulting plans tend to suffer from a similar problem…

Follow-through. Accountability. Keeping tabs.

It goes by many names, but put simply: day-to-day concerns eat your strategic work and you don’t accomplish as much as you want. You can’t afford to miss strategic goals in today’s fast-paced market. The long-term is at your doorstep right now (even if it doesn’t feel like it).

So, it’s time to figure out how to overcome obstacles getting in the way of your bank or credit union strategic plan. And one key solution resides in how you run your meetings.


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