You need to do credit union strategic planning

Credit union strategic planning season is upon us, and now is the time to step back from all the noise, review the terrain and hear from your stakeholders about what’s next. Some important questions you want to ask your critical stakeholders are:

  • Where are we going?
  • What direction will we go?
  • When will we get there?
  • Who is coming along?
  • What does success look like?
  • How will we win?

But credit union strategic planning is more than a questionnaire. And it’s more than a date on the calendar – it’s a process. Let’s discuss why it’s both challenging and vitally important to plan correctly.


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