Strategic Planning Prep

Presented by Scott Butterfield

This webinar will provide a practical approach to structuring a successful and meaningful format for your next strategic planning meeting.

Highlights

Successful credit unions all have at least one thing in common….They have solid strategic plans. Effective strategic plans emerge from well-thought out and executed strategic planning sessions. The strategic planning meeting is the opportunity for the board and management to make an honest assessment of what’s working, examine the environment, get grounded on core principles and values and agree upon the highest strategic priorities.

Takeaways

• A strategic planning preparation list
  
• Steps on how to keep the conversation strategic
  
• Importance of focusing on your unique business model
  
• Due diligence considerations for hiring an outside facilitator
  
• Format recommendation to keep the regulator happy
  
  

Who Should Watch

CEO’s CFO’s SVP’s Board of Directors – Small and Mid Sized CUs are encouraged to attend. Other Key executive staff