STRATEGIC PLANNING FOR A POST-PANDEMIC WORLD

Plan now for how your credit union or community bank will thrive in 2021.

CALL TO TALK NEXT STEPS

REFOCUS YOUR BOARD

REENERGIZE YOUR EXECUTIVES

RESET YOUR STRATEGIC PLAN

HOW YOU HANDLE THE NEXT THREE MONTHS WILL DETERMINE IF YOU’RE IN BUSINESS THIS TIME NEXT YEAR.

We’ve been through a lot in 2020. But it will only get harder if you choose to do nothing.

You can’t copy and paste last year’s plan either.

You must proactively plan for the future.

We’ve helped hundreds of credit unions and community banks grow through strategic planning. Will yours be next?

We know what it feels like to carry the future of an organization on your shoulders.

That’s why we’ve spent the last 10 years guiding boards and executives through strategic planning. It works. We’d love to help you too.

“I shudder to think where our credit union might be today if we had not invited On The Mark Strategies to assist our team. They offer years of credit union industry experience, and as former credit union employees they have personally faced some of the challenges other credit union professionals face.”

Cindy Beauregard

CEO, Heart of Louisiana Federal Credit Union

“The session was great. I have very good stuff to work with when I assemble my team for next steps. I would measure the experience as very much a success.”

Jeff Merry

CEO, VolCorp Credit Union

“In our past planning sessions, we were going in and looking at budget and how we’re doing. Now we focus on branding plus technology equals success. It all comes hand in hand and full circle to what we’re doing with On The Mark Strategies, and that’s where we’re seeing success. As we begin keeping that vision throughout everything we do, it’s going to make us even more successful.”

Larry Siedel

CEO, Smart Financial

RESULTS, WHEN YOU NEED THEM MOST

Here’s what you get with an On The Mark Strategies Planning Session:

  • An actionable post-pandemic plan that helps you achieve:
    • Higher loan growth
    • Better ROA
    • Increased membership
  • Unified culture…at a time you need it more than ever
  • Answers to how to take advantage of the economic downturn
  • A refocused, re-engergized leadership team (because let’s be honest, they’re exhuasted after navigating the last four months)

 

REMOTE OR ON-SITE...YOU CHOOSE

Yes, you can have a strategic planning meeting now.

Your Strategic Planning Session can happen in person or remotely, whatever makes you most comfortable.

Here are some advantages to a remote session:

  • Tech support on standby
  • Guarantee each person to participate equally
  • No travel costs
  • One-on-one Zoom coaching and testing before the session for board members unfamiliar with the platform

It’s a timely solution with an equally powerful result.

BUT WAIT…

You may be thinking you can’t possibly hold a strategic planning session for your credit union or community bank right now. We get it. But our On The Mark Strategies strategic planning facilitators have been doing remote planning sessions even before COVID-19. We structure the remote session to deliver results, not just modify an in-person structure.

How can you afford strategic planning now if you had to cut budget? A focused strategic plan will make you money. A remote strategic planning session saves money for your credit union or community bank because it’s significantly less expensive. If you’re worried your board of directors can neither travel nor handle technology, we’ll do a personal tech run with each board member before the remote planning session. We have exercises and breaks to keep your entire team engaged throughout the meeting. This will be your best strategic planning session yet.

HERE’S YOUR NEXT STEP

Complete this form and we’ll follow up personally within 24 business hours to talk about your strategic planning session and answer any questions.