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Strategic Planning Research

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

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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.

Build your ideal strategic planning toolkit

CUNA E-Scan resources can also be purchased individually to fit the needs of your credit union.

E-Scan Report and E-Scan App

Gain extensive insight into the credit union industry with the most trusted resource for annual strategic planning sessions. The app is the newest addition to your E-Scan toolkit and presents the strategic planning information you need in an interactive and engaging format - great for meetings and on-the-go planning.

E-Scan DVD or E-Scan Streaming Video

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

E-Scan PowerPoint

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

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 and Advice Portal  

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

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2014 America's Credit Union Conference