Strategic Planning

How you plan, and if you plan, for the next 18 months will determine if your financial organization is still in business 10 years from now. 

Don’t wait for things to slow down. Proactively plan now so you can lead your organization into a thriving matter the external circumstances.

Unite Your Leadership Team and Board

Stop wasting time on conversations that don’t support the overall strategic discussion. Our facilitators help you get on the same page faster so you can unite around your common goal.

Credit Union Strategic Planning Session

Focus Your Strategic Initiatives

If you try to do everything, you end up accomplishing nothing… and creating staff burnout. We make sure you focus your target and walk away with three to five clear strategic goals.

Credit Union Growth Strategies

Create an Actionable Growth Plan

A strategic plan that sits on a shelf is just a stack of paper. Our team shows you how to break your vision into measurable action steps so the real work gets done.

Strategic planning happens in three simple steps:

1. Pre-Session Research

2. On-site or Remote Facilitation

3. Post-Session Follow-Up


“Our strategic planning sessions with On The Mark Strategies are always five-star. They don’t get stale and their team is always innovating every year. We’ve had them facilitate our planning sessions for years, and there really is no comparison.”

Cindy Beauregard

CEO, Heart of Louisiana Federal Credit Union
$144 million assets

“On The Mark Strategies facilitators lead where they see the conversation going. They introduce new ideas, but then let the planning session be the discussion between the actual participants. At the beginning you wonder how you’re going to get to something you can use moving forward, but On The Mark Strategies makes it happen every time.”

Karen Harbin

CEO, Commonwealth Credit Union
$1.9 billion assets

“On The Mark Strategies provided a solid agenda for our virtual strategic planning session and it worked perfectly. They knew where to draw the conversation, and it was just as effective as if we had been in person.”

Stephanie Rupert

CEO, Collins Community Credit Union
$1.4 billion assets

RelyOn Credit Union grew by more than 50% in most areas within two years of their On The Mark Strategies planning session.

Book Your Planning Session