Preparing your credit union for the future takes accurate research and diligent decision making, and this guide is designed to lead your board and management team through a step-by-step process to do just that.
Combining the insights of the CUNA Environmental Scan (E-Scan) Report and analysis with your credit union’s own unique situation, this easy-to-follow planning guide can help you create actionable short-term and long-term goals, providing valuable documentation of your credit union’s strategic planning exercises. Also, this guide can be used again during future planning sessions.
The guide includes:
• Planning overview & a glossary of key terms
• Pre-planning questionnaire
• Warm-up exercises
• A suggested agenda
• Innovation exercises
• Planning worksheets for tactics & progress updates
It also includes a complete outline for the facilitator and processes information for senior management. Handouts and worksheets cover each step of your planning process, leading your group from what-if scenarios through goals, tactics and implementation.
The 2019-2020 CUNA E-Scan Report is endorsed by CUNA Councils.
The Strategic Planning Guide is designed to complement the full 2019-2020 CUNA E-Scan Report, which is available in additional formats.
Copyright © 2019 Credit Union National Association Inc. All rights reserved.
These materials are owned and copyright protected by Credit Union National Association (CUNA) or used with permission from third parties. The materials, or any of their contents, may not be forwarded, shared, reproduced, copied or otherwise reused or redistributed.