21 Ways to Improve Your Strategic Planning Process Tip Sheet

Strategic planning —two words that can strike cynicism and frustration into the hearts of any credit union executive. And with good reason. You spend a great deal of time, money and energy on strategic planning, all too often with nothing to show for it. Or, you spend days in a planning session to create a plan that sits on the shelf the rest of the year – untouched. It doesn’t have to be that way. In fact, it shouldn’t be that way.

Strategic planning is a process that sets the foundation for your financial institution’s future. It’s not a date on a calendar or a meeting you leave with a glorified to-do list. It’s an important part of your growth as a credit union. If you’re not planning well, there’s a good chance you’re not growing well, either.

Shake the dust off your strategic planning session and turn it into something that yields substantial results with this tip sheet. This tip sheet provides 21 quick solutions to immediately improve your strategic planning process.