The Courageous Strategic Planning Process

“Get more than a report that collects dust on your shelf.”

Our process is more 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.

Courageous Strategic Planning includes a traditional SWOT analysis – but our questions to your board are asked with the integrity needed to discover great opportunities. We understand that each credit union has a different background and needs. Therefore, before every strategic planning session we work with credit union executives to develop the diplomatic questions.

Printable version to share with your staff and board.