Who We Are
What We Do
Who We Serve
Hire Credit Union Strategy
News and Media
Meet Our Experts
Credit Union Strategy Blog
External Links Policy
Terms & Conditions
Sign Up for CU Strategy Blog Updates
Coaching and Consulting
Credit Union Strategy – Strategic Planning, Leadership Development and Culture Building
Make Your Strategic Plan More Strategic
Your Company Culture Matters
Goal Prioritizing and Strategic Planning
You Should be Hiring Millenials
Millennials are More Than a Demographic
Plan Ownership is Key
Caught Doing Something Good
Strategic Planning as Bridge Building
Does Your Financial Institution Have Enough Life Jackets?
Become the Manager Others Want You to be
Focusing on What’s Really Important
Establishing Key Performance Indicators
Three Questions for Your Leaders to Ask About Your Strategic Plan
Building a GPS Into Your Strategic Plan
Key Strategic Planning Meeting Don’ts
The Value of Off-Site Strategic Planning
When to Stop Doing Something
Five Tips to Keep the Dust off Your Strategic Plan
Choose the Right Strategic Fork
Sometimes Planning Sessions Don’t Work
Strategic Planning and The Art of Decline: Saying No More Often
On The Mark Strategies Acquires Credit Union Strategy
Strategic Planning Dead-End Phases
Make Sharing Ideas an Everyday Activity
We Become What We Think About
Why You Need to Separate Strategy and Planning
Shift the Process to Make Meetings Work
Improve Your Credit Union Culture With This 3-step Process
A Simple Way to Assess Your Strategic Planning Process
Don’t Lose Valuable Board Member Wisdom
Are You Leading Yourself First?
Take Your Strategic Thinking Out of its Box
Thinking on Your Feet is Worth the Extra Effort
The 3-Question Debrief: A Valuable Tool for Improving Board Performance
What’s Your 4th Quarter Strategy?
Does the Size of Your Strategic Plan Matter?
Board Member Roles are Changing
Sorry, But It’s Your Own Damn Fault
Are you planning the innovation out of your organization?
I’m Not Your Guest…I Just Want to buy a ____
What’s Your Post-Labor Day Action Plan?
How Will Mobile Payment Systems Disrupt Your Credit Union?
Why Your Credit Union Needs an Andon Cord
Does Your Credit Union Need a BHAG?
Stop Doing That!
The Secret to Increasing Efficiency: It’s About the Sum of the Little Things
The Real Reasons You Need to Go Off-Site for Your Strategic Planning Session
Missions Matter. Mission Statements Don’t.
Defuse Difficult People with the Four-Way Test
Stop Calling Them Branches, PLEASE!
What’s the Scent of Your Credit Union?
Why You Should Always Count to 5 First
The Q&A is Not What Matters
Content Marketing: It’s Not Easy, But It Is Simple
Recommended Productivity Tool: Nuance’s Dragon NaturallySpeaking
Four Ways Your Credit Union Can Use Blogging
7 Words to Omit from Your Next Action Plan
STRATEGY WARNING: It’s Too Late to Enter The Payment Systems War
Values, Missions and Visions Matter, but Mantras Can Change Behavior
Get me off that list!
Five Important Realities About Culture
5 Important Guidelines for Focus Groups
GUEST POST: 15 Ways to Improve Your Strategic Planning Process–Part Three
GUEST POST: 15 Ways to Improve Your Strategic Planning Process–Part Two
GUEST POST: 15 Tips to Improve Your Strategic Planning Process–Part One
A New “Must Read” from Seth Godin
RECOMMENDED READING: The Thank You Economy
Recommended Reading: Linchpin by Seth Godin
A Creative Approach for Increasing Your Visibility
Grow Your Credit Union by Improving Your Current SEG Development Program
RECOMMENDED READING: Rework
RECOMMENDED READING: Real-Time Marketing & PR
Improving Member Service: Who is Going to Respond?
The Critical Connection Between Culture and Strategy
The to Secret to Improving Member Service is Always DWYSYWD-WYSYWDI
Credit Union Strategy: How Will You Invest the Next 31 Days?
Leadership Development: Who Are You Going to Thank Today?
RECOMMENDED READING: Focus on the Good Stuff
Business Development: What Makes You Different?
Leadership Development: Permission to Kick the Can Down the Road a Bit?
What Can You Improve Today?
RECOMMENDED READING: The Myth of Multitasking
Improving Communication: We Need to Talk
Create, Test, & Adjust–Your New Mantra for Change
Evaluating Social Media: Are You Measuring the Right Stuff?
Leveraging Technology: Always be Vigilant
Growing Your Credit Union: It’s Time to Get to Really Know Jane Smith
How Do You Define Growth?
Consistency Matters More than We Realize
RECOMMENDED READING: Conquer the Chaos
Improving Member Service: Eliminate Illogical Responses
Strategic Planning: 5 Tips for Not Getting Bogged Down by Doom and Gloom Thinking
The Business Development Challenge: Going Beyond Grips, Grins, and Giveaways
RECOMMENDED READING: Business Model Generation
Strategic Thinking: Can Credit Unions Fix Their Broken Business Model?
Improving Member Service: The Power of Saying “You’re Welcome”
Strategic Planning: Take Time to Plan to Plan
Don’t Make This Mistake at Your Next Planning Session
RECOMMENDED READING: The Back of the Napkin
Emerging Social Media Trend: Mistake or Opportunity for Building Relationships?
GUEST POST: Insights on Managing Social Media
RECOMMENDED READING: Rules of Thumb for Improving Leadership
The Big Mistake Credit Unions Make in Social Media
RECOMMENDED READING: Creative Ideas Come from The Magic of Thinking Big
Why Bookmarks Are a Great Tool in Leadership Development
RECOMMENDED READING: Is Your Credit Union Ready to CRUSH IT!
Question for Today: Is Member Satisfaction Really Enough?
RECOMMENDED READING: Building Influence, Improving Reputation, & Earning Trust Online
RECOMMENDED READING: Effective Marketing Strategies: Is Your Credit Union Soliciting and Securing Referrals?
RECOMMENDED READING: Small Things Make All the Difference
Creative Ideas: What’s on the Bucket List?
RECOMMENDED READING: Are You Ready for the Ultimate Question?
Improving Communication: Are You Distributing Too Much Information?
Improving Communication: Does Your Team Know Your Strategic Plan?
Simpler is (almost always) the Solution
GUEST POST: Strategic Planning–Making the Process Work
Leadership Development: A Quick Tip for Engaging Your Credit Union Team
VIDEO POST: What Really Motivates Your Credit Union Team?
GUEST POST: Seven Reasons Why Smart Organizations Use Strategic Planning
Improving Communication: Share Your Opinions Wisely
Improving Effectiveness by Calling Time-Out
High Performance Culture Building: Lessons from a Hospital Visit
Connecting with Generation Y: E-mail Won’t Cut It
Everyone’s a Coach
Learning to Think Bigger
A Contrarian Strategy
What Do You Expect?
From the Inside
Are New Branches Necessary?
Critical Area #5: Branding
Critical Area #4: Culture
Critical Area #3: Technology
Critical Area #2: Business Development
Critical Area #1: Efficiency
Strategic Planning: Five Critical Areas for Credit Unions
What’s Good Today?
Coming Up With Ideas
What is Strategy?
What Matters Now
What NOT To Do
Ease Their Pain
Turning 10 into 40
Five Steps to Success
Value is a Lifetime Affair
A Dangerous Practice
Getting Out of the Box
After Thanksgiving Inspiration
Effective Marketing: What Makes You Different
Strategic Thinking: Take a Whack at Creativity
Expressions of Gratitude
Simplify, Simplify, Simplify: The Key to Improving Member Service
Strategic Thinking Basics: Deciding to Decide
High Performance Culture Building: Bring Some Fun to the Workplace
Leadership Development Requires Follow-Up and Follow Through
Creative Ideas: Finding Better Solutions
Put It In Writing: Increasing Efficiency with Documentation
Board Development: Change the Pitch
Making Every Dime Count: Building a High Performance Culture through Daily Recognition
Effective Marketing: Who is YOUR Member?
Integrity, Rules, & Common Sense
The Value of Familiarity
How Long Has This Been Going On?
Simple is Always Better
Who’s On Your Bus?
The Bad Apple
Stepping Up to Step Down
Strategic Question #1