Strategic Planning for Credit Unions

Strategic Planning for Credit Unions

Our Consulting Services

Learn about our Strategic Planning for Credit Unions services.

At CUSAG we understand your credit union has many choices for Strategic Planning coordinators.

CUSAG’s approach to Strategic planning is very unique in comparison to other providers in that our consultants are active in the industry, working in client credit unions on nearly a daily basis. We understand the industry and your membership.

We understand that volunteer Boards are comprised of members from different walks of life and that the best way to develop a plan that will move your organization forward is to start with an educational component – based on data from your organization, your peer groups and members.

Once we have built the foundation, your board is better positioned to make informed strategic decisions.

Our goal is to assist your Board and management team to develop a plan that focuses on six to ten strategic items to accomplish over the next twelve to eighteen months. These Goals should be measurable as well as achievable.

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