“We must remember what we started out to do and then
find ways to do it with the modern techniques available.”
-Louise McCarren Herring

Our process is effective because it helps boards and staff to responsibly identify the credit union’s highest potential. We work with you to develop a vision for the credit union that inspires and invests staff, your board of directors, and community. The end result is more than just a report that collects dust on your shelf. We empower your credit union to be of even greater service to your members and community.

Strategic planning based on the International Operating Principles includes a traditional SWOT analysis – with a special credit union twist to discover new opportunities. We understand that each credit union has a different background and needs. Therefore, before every strategic planning session we do an environmental scan, review the 5300 report with the CEO and work with credit union executives to understand the board's needs.

Executing The Plan

We produce the business plan you need for your credit union and regulator. Additionally, you can choose to receive a project plan, timeline and CU Strategic Planning project manager to help your credit union successfully achieve the goals established by your board.

Your CUSP project manager:

• supports your credit union after the strategic planning meeting.


• works with your staff to overcome hurdles that prevent credit unions from achieving their goals.


• identifies grant opportunities  and partnerships to execute mission critical programs for credit unions of all sizes.


• is a go-to extension of your staff for any public relations, communications, operations, compliance or marketing needs.


• provides small credit union mentoring.