Credit unions have long positioned themselves as the friendlier financial option. Personalized service, warm welcomes, and community connections remain hallmarks of the movement. But kindness
Too many strategic plans lead with Key Performance Indicators. That’s a mistake. When financial ratios, activity metrics, and dashboard data dominate the opening conversation, it
Let’s get one thing straight: the value credit unions deliver is not up for debate. While bankers groan about competition and regulators issue cautious forecasts,
In the changing environment of financial services, strategic planning is a cornerstone for credit unions aiming to thrive amid competition, technology shifts, and member expectations.
Artificial intelligence isn’t lurking on the edge of the credit union world; it’s already shaping how we engage members, run operations, and think about the
Strategic planning often leans too heavily on rearview metrics — measuring what’s already happened and assuming the past will predict the future. But the velocity
Big ideas. Big bets. Big projects. None of it matters without the right people and the right infrastructure to make it happen. Key People and
Strategic planning isn’t just a ritual. It’s a reckoning. If Key Possibilities and Ideas give you vision…And Key Priorities and Investments give you focus…Then Key
If the first step in future-focused strategy is to imagine what’s possible, the next step is to decide what matters most. That’s where Key Priorities
In most strategic planning conversations, “KPI” is shorthand for Key Performance Indicators — measurements that show where you’ve been, how you’re doing, and where you’re
