| Speaking
>> Strategy
Developing the Ultimate Strategic Plan
Successful credit unions have sharp strategic plans. Organizations that consistently
plan well enjoy success more frequently. As author Jim Collins notes in his
book Good
to Great, “good is the enemy of great.” Ultimate strategic planning
sessions focus on
how to ensure your credit union does not settle for good, but strives to be
great. This session covers:
- The strategic funnel
- How to put zing into your planning
sessions
- The magic ingredient to the ultimate strategic plan
- Tips
for improving your strategic plan
Developing A Vision: Strategic
Marketing & Planning
Newsletters. Inserts. Brochures. Direct Mail. That’s all that is involved
with credit union marketing. NOT! While that may have been the case 10 years
ago, credit union marketing now requires advanced applications. For credit
unions to successfully compete in today’s competitive environment, they
must have a clear vision and a strong plan. They must have strategic marketing
and planning. As a credit union marketing executive, Arnold provides hands
on instruction for planning your marketing efforts. This session covers
the following points:
- Strategic marketing planning
- Implementing the marketing
plan & measuring performance
- Writing a credit
union marketing plan
Running Effective Board Meetings
Many board members report that meetings are too long, waste time and achieve
nothing.
However, if planned and conducted properly board meetings can be meaningful.
As senior vice president for Neighborhood Credit Union, Arnold helps CUs examine
their board and its meetings. This session covers:
- Board packets and agenda
- Board chairman and committees
- Board self-assessment
- Ten steps to an effective board
meeting
Jumping
The Shark—Has Your Credit Union Reached Its Defining
Moment?
It’s a moment. A defining moment when you know that
your favorite television program has reached its peak.
The instant that you know from now on…it’s
all downhill. Some call it the climax. We call it the jumping
the shark (like when Fonzie jumped the shark on Happy Days).
As senior vice president for Neighborhood Credit Union,
Arnold helps credit unions examine their organization.
This session covers:
- Where your credit union is an organizational
cycle
- How can your credit union avoid “jumping
the shark?”
- Has your credit union “jumped
the shark?”
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