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Knowing What You Cannot Accomplish In Strategic Planning

During strategic planning sessions, credit union executives usually storm the beach like pirates in search of plunder. Whooping and hollering, sabres drawn and pistols at the ready, they are prepared to take on anything and anybody. Nothing will stand between them and...

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Flip Your Planning Session

Strategic planning sessions should never be the same. But all too often they can devolve into a repeat of previous years. Even the usual exercises, like the SWOT analysis, are overused tools that result in a boring session. Rather than repeat the same process, maybe...

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Three Ideas to Improve Your Next Strategic Planning Session

Note: this entry originally ran on CU Insight.  Traditionally, strategic planning sessions for credit unions occurs in the fall. However, after partnering with dozens of credit unions as a facilitator on strategic plans over the last few years, I can safely say that a...

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