The snake oil that may be gumming up your credit union strategic planning

You’re faced with a new challenge at your credit union. You see the obstacle, but you can’t identify the right solution. You start doing some digging. You find some podcasts, blogs and white papers on the topic, and the answers seem to conflict with each other from the various experts. They all seem confident, so who should you listen to?

All of them.

Before I share that, here’s something relevant I’ve learned as a leader: Keep an open mind and keep a healthy mix of confidence and inquiry. As a credit union leader, you must have a healthy level of confidence in your choices, but also be open to being wrong.

When onboarding a new strategic marketing client or facilitating a credit union strategic planning session and I encounter strong pushback, my response is usually something like this:

 

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