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Strategic Planning

Strategic planning has never been more important. Credit unions are at a crossroads, and the credit union space will look a lot different in 2025 than it does today. Rapidly evolving payment systems, alternative financial products, and non-traditional providers are creating disruptions that will change member preferences and define who survives and who doesn’t.

Why Us?

Results – We understand credit unions, and will help your team establish a clearly defined strategic direction. Facilitation is based on our team’s diverse experience working with hundreds of successful credit unions across the country. This diversity is beneficial when discussing strategic options. Our clients are amongst the fastest-growing and most-profitable best practices in the country.

Affordable Fees – More than half of our clients are small and mid-sized credit unions with limited budgets. Facilitation fees are based on asset size and format of the planning session. Each planning session is customized based on the specific needs of the credit union and includes the aggregated results from the strategic planning meeting, providing a working document to the credit union.


Business Planning

With limited resources, many credit unions are challenged to translate strategic priorities into actionable plans. We help management teams develop specific tactical plans to overcome obstacles and leverage resources to support strategic priorities.

Loan Growth Plans – This process begins with a review for potential improved inefficiencies, internal selling opportunities, external market opportunities, and product improvements. Once internal opportunities have been addressed, external loan growth opportunities are considered that include improved differentiation, target markets, product development, pricing, and competition.

Membership Growth Plans – We work with the credit union team to identify the area competition, product offerings, differentiation, target market, and field of membership opportunities to determine an actionable plan to pursue membership growth. Scope of work also includes Field of Membership expansion and merger (acquisition) business plans.

Capital Restoration Plans – We help credit unions that are getting uncomfortably close to their capitalization requirements, as well as those that have fallen below. Plans are built around expense control and revenue-growth strategies. Examiner mandated net worth restorations plans are created in the approved format with required financial projections. This is a rewarding part of our work, as nearly all plans are approved by examiners and result in the desired net worth restoration.

Community Development and Grant Plans – Click here for more information

2016 Strategic Planning Day with Hawaii First Federal Credit Union
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What our clients say about us

“Scott added real value to our planning process for the year. He did an excellent job of both preparation and facilitation of the process. Board feedback noted that this was a “best ever” planning retreat. We came away with specific and measurable goals to work on. I could not be happier!” 

Richard Cooper, President/CEO, Mendo Lake Credit Union