CUNA Strategic Planning Guide

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CUNA Strategic Planning Guide
Product Code:
30723P

CUNA Strategic Planning Guide

  • Unlimited Downloads
Product Code:
30723P
Combining the insights of the CUNA E-Scan Report and analysis with your credit union’s own unique situation, this planning guide helps create actionable short-term and long-term goals.
  • $1,345.00
    CUNA Member Price
  • Non Member Price $2,690.00
  • Learn how to become a member here: cuna.org/join

 
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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 (sold separately) 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 2020-2021 CUNA E-Scan Report is endorsed by CUNA Councils.

Also Available

The Strategic Planning Guide is designed to complement the full 2020-2021 CUNA E-Scan Report.

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