STRATEGIC PLANNING FOR A CHANGING WORLD
Plan now for how your credit union or community bank will thrive in 2023 and beyond.
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.
Your team has been through a lot the last few years. 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.”
“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.”
“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.”
RESULTS, WHEN YOU NEED THEM MOST
Here’s what you get with an On The Mark Strategies Planning Session:
- An actionable plan that helps you achieve:
- Higher loan growth
- Better ROA
- Increased membership
- Unified culture…at a time you need it more than ever
- A refocused, re-engergized leadership team
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.
You may be wondering how you can you afford strategic planning 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.