If you are serious about questioning the ongoing viability of your credit union; if you are committed to ensuring future relevance on behalf of your members; then take a revolutionary and proactive approach to strategic planning with CU Planner: A Strategic Planning Process, offered by the Credit Union Executives Society in partnership with strategic planning expert John Oliver.
A strategic plan is one of the most important tools your credit union can have. This comprehensive, bottom-up process is designed to start with the member and finish up with measurable, market-driven strategic objectives. It is comprised of:
Retreat facilitation to develop measurable objectives
The Benefits of Bottom-up Planning
Most credit union strategic planning processes begin at the top with the board of directors and president/CEO. With the best of intentions these leaders are expected to make strategic decisions about the future without sufficient data. The process then trickles down to each area of your credit union. Top-down strategic planning dilutes the impact of your final plan and generally very little changes within the organization. Worse is the fact that top-down planning leaves your members needs out of the loop.
In his extensive research, Oliver has found that the most successful organizations in the world use the bottom-up approach to strategic planning. This bottom-up methodology involves gathering hard data, opinions and ideas and it actually starts with member needs. By the time the leadership are required to formulate strategic decisions about the future of the organization they are armed with quality information. This enables them to devise a genuinely market-driven strategy.