Planning Process For A Credit Union's Future
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A major hurdle for many credit unions is the concept of Strategic Planning.
Not only is it a requirement by regulators, it is also a fundamental tool
necessary for credit union vision and success. Through a visual and interactive
approach, our firm can guide credit union CEO's and management teams through the
- Vision Plan: identification of goals
- Business Plan: development of steps to achieve those goals with assignment
of priorities and/or due dates, and identification of the responsible key
- Ongoing follow-up indicating the status of accomplishment of each goal.
Our process helps provide direction and focus when setting goals, enforcement
of accountability and follow-through, buy-in to goals and plans by Board of
Directors and documentation of planning, goals and accomplishments
For further information regarding these services, please contact Jennifer
Bopple, CPA, MBA, at (440) 542-1536 ext 22,