Implementation Of Strategic Plans Are Key To Growth & Financial Health
Strategic Planning Facilitation:
While some credit unions prefer to facilitate their own strategic planning, there are benefits to using an outside facilitator. An outside facilitator is able to view issues neutrally and with a fresh perspective.
Debra facilitates strategic planning sessions tailored to your credit union’s needs. Rather than delivering a soap box lecture, she has found it much more productive and fun to involve all participants. The time passes quickly but the results are awesome.
An effective strategic plan creates a vision of the future and provides the action steps necessary to evolve towards that vision. The plan provides a clear mission statement that helps focus management’s efforts. A good strategic plan reinforces core values and helps determine how day-to-day decisions are made, aligning short-term with long-term goals.
Business Plan:
Regardless of who facilitates your strategic planning, it’s important to incorporate your goals and strategies into a business plan. Regulators are relying more and more on a credit union’s business plan to ascertain management risk. Your future success relies on planning and monitoring results. Debra will develop a business plan that provides a road map towards your future, integrating current market conditions, with budgetary and strategic goals.
Mission: Why we are in business
Vision: How we see ourselves
Core Values: How we conduct business
Strategic planning seeks to answer three simple questions:
1.
Where are we today?
Where are we today?2.Where do we want to be in the future?
Where do we want to be in the future?3.How do we get there from here?
How do we get there from here?
Debra Taylor Templin, CPA
Executive & Financial Consulting For Credit Unions
(720) 289-2228
