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Strategic Planning Research

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Rely on CUNA’s strategic planning resources to deliver the insights and confidence you need to make crucial decisions for your credit union.

 

Build Vision. Exceed Goals. Drive Strategy.

For strategic planning decisions and long-range planning, there is no more complete, accurate, or reliable single source of data and analysis than the CUNA Environmental Scan (E-Scan) resources. Select the right combination of information and formats to fit your needs for planning, presentations and discussions.

 

E-Scan Strategic Planning Package 

Get year-round insight for solid board leadership and continuous credit union planning at a discounted package price.

 

E-Scan Report 

Gain extensive insight into the credit union industry with the most trusted resource for annual strategic planning sessions.

 

E-Scan App

The newest addition to your E-Scan toolkit presents the strategic planning information you need in an interactive and engaging format, great for meetings and on-the-go planning.

 

E-Scan DVD

Stimulate thoughtful discussion during strategic planning sessions or staff and board meetings.

 

E-Scan Streaming Video

This gives you the same content as the DVD to stimulate thoughtful discussion during strategic planning sessions.

 

E-Scan PowerPoint

Customize and focus your meetings and quickly build understanding and consensus with this easy-to-use presentation.

 

E-Scan Newsletter

In this rapidly changing environment, stay current on industry developments to enhance your strategies with this monthly publication.

 

E-Scan Strategic Planning Guide

Achieve your immediate and long-range strategic goals with this easy-to-follow planning guide. You’ll receive a planning overview, a pre-planning questionnaire, innovation exercises and planning worksheets.

 

E-Scan Research & Advice Portal  

Access market insights and thought leadership with interactive, innovative, analytical tools.

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