Yes, we’re asking you to think about the new year in the middle of summer vacations and backyard BBQs.

 

Why?

 

Because your competition isn’t, and preparation is always what gets you ahead.

 

Here are three questions to ask yourself when you think about the halfway point of 2022 and look ahead to 2023:

 

1. What trends have developed in the last six months that change my thinking about the next six months?

 

We live in an ever-changing world. The initiatives you planned to tackle in Q3 and Q4, whether personal or professional, may not be as relevant as they seemed when you set them. Where do you need to adjust?

 

It’s far better to adjust your goals and plans rather than give up on them altogether. Never play the victim of your circumstances, and make sure your team doesn’t either.

 

2. Where does my team need to be by January 1, 2023, and what can I do now to help them get there?

 

A strategic vision tells you where your credit union or community bank is going. It’s a clear picture of what you will accomplish in the next three to 10 years. Now, break that vision down into a smaller chunk.

 

What projects will your team be working on next year? What skills do they need to have to make those projects an automatic homerun? Spend the next six months focusing there.

 

3. What is my next career goal, and how am I making tangible progress toward that goal?

 

Never assume you’ll end up where you want to go. Always take action to grow and develop. Consider the leadership training, executive coaching or professional programs you’ll need to reach your next level and see how many you can participate in before the end of the year.

 

You’ll notice these “halfway to 2023” questions start broad (market trends), then get a little smaller (your team) and end even smaller (yourself). That funnel approach is how we structure a planning session. You start broad and then get progressively more specific, ending with strategic next steps for each person in the room.

 

To bring this approach to your credit union or community bank, book your planning session today. 

Shares