This guide is designed to lead your board and senior management team through a step-by-step strategic planning process. Combining E-Scan insights and analysis with your credit union's own unique characteristics, this easy-to-follow planning guide will help you achieve actionable short-term and long-range goals. It will give your credit union valuable documentation of its strategic planning exercise, which is especially important as NCUA takes a closer look at your planning and due-diligence practices.
Using this guide helps you document your credit union's strategic planning; especially important as NCUA takes a closer look at planning and due diligence practices.
The guide includes a planning overview and glossary of key terms, a pre-planning questionnaire, warm-up exercises, a suggested agenda, innovation exercises, and planning worksheets for your tactics, timeliness people responsible, and progress updates. It includes a complete outline for the facilitator, plus process information for senior management. Handouts and worksheets cover each step of the planning process, leading your group from what-if scenarios through goals, tactics and implementation. This item is an Adobe PDF.