Strategic planning plus a whole lot more. Decision-makers appreciate our comprehensive Strategic Visioning process because it includes all key components necessary to advance the organization.
Our innovative Strategic Visioning process is intentionally designed to be highly customizable for each organization. Decision-makers choose the components of the process that are relevant to their needs.
Strategic discovery is designed to ground participants in internal and external environmental factors and to build a reservoir of relevant decision information so that stakeholders have a better opportunity to ask the right questions before making strategic decisions.
Test drives are customized to help key players think through game changers that the credit union may face, such as the continuous redefinition of “banking” and “easy,” swift changes in payment systems, and disruptors like Google and Apple. In other words, turning “what ifs” into what’s next.
The focus of this component of the Strategic Visioning process is to dissect the business model by asking tough questions, such as:
Participants have the opportunity to engage in deep discussions to reach strategic clarity so that, as initiatives are being decided and human and financial resources are being allocated, they are aligned with the credit union’s strategy.
This can also include the ability to test the long-term impact to earnings and net worth of decisions under consideration against the backdrop of market interest rates we’ve experienced in the past.
Our clients tell us that our facilitation techniques significantly reduce the pain of this process and result in more thoroughly vetted decisions.
Our Process Improvement and Project Management Services have helped to further secure long-term relevancy, sustainability, and differentiation for many credit unions, large and small. Learn more.