Back to
2017-2018 CUNA Environmental Scan (E-Scan) Strategic Planning Guide

2017-2018 CUNA Environmental Scan (E-Scan) Strategic Planning Guide

  • Unlimited Downloads
Product Code:
30603P
Includes a planning overview and glossary of key terms, a pre-planning questionnaire, warm-up exercises, a suggested agenda, innovation exercises, as well as planning worksheets for your tactics and progress updates. This item is an Adobe PDF.

  • $2,390.00
    Non Member Price
  • $1,195.00
    CUNA Member Price
 
Want to save more?
If you were a CUNA member, you would save $1,195.00 on this order. Interested in becoming a member? Learn more at cuna.org/join
Back to

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.

Also Available

This report is also available in additional formats.

View Less

Have a question? Email or call 800-356-8010 ext. 3.