The Roadmap to Growth

With an expanding regulatory burden, dwindling fee income sources, and growing member demands, credit union strategic plans are the CEO’s primary tool for growth – and the key management tool for prioritizing all of your initiatives. Strategic plans should not be done simply for the regulators. They aren’t exercises in wordsmithing. They don’t need to fill three ring binders. In fact, our experience says that 30 page strategic plans never get implemented. 

The keys to successful strategic planning include:

• Identify the top three to five bank-wide priorities
• Align every department, manager and employee around executing those top priorities
• Track the key leading indicators to judge progress
• Learn from your experience and adjust your plan

Abound Resources’ One Page Credit Union Strategic Plan Template

Getting your credit union’s strategic plan on one page is powerful. It forces prioritization. It dictates accountability. It simplifies internal communications. It leads to execution.

Our One Page Credit Union Strategic Plan™ documents your core values and purpose, your long-term strategic vision and market positioning and your top 3-5 priorities for 3 years, 1 year and the next quarter. Download a free copy of the One Page Credit Union Strategic Plan Template and request a phone call from an Advisor to walk you through how to complete it.

Our typical Strategic Bank Planning engagement includes the following though we can customize a package that’s right for you:

• Pre-planning “mini-review” of your numbers, market, competition, membership, products, etc.
• Pre-planning CEO discussion
• Facilitated 1.5 – 2 day session with the executive team to complete the One Page Credit Union Strategic Plan™
• Monthly check-in calls with the CEO to measure progress of the plan
• Quarterly half day session to review the previous quarter’s performance, review the year’s priorities and develop the next quarter’s priorities

Benefits of Strategic Planning Services

• A simple, focused and living planning document that you will actually implement
• Immediate progress towards your goals. You’ll see measurable results within 90 days.
• A proven planning tool and methodology used by hundreds of leading institutions
• Two highly experienced industry facilitators with deep expertise in this process
• Accountability check–in calls to make sure you implement
• Meets NCUA regulatory requirements for credit union strategic plans
• Our 100% money back guarantee