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
Growth is the golden goal; but for credit unions, it’s not just about adding members or entering new markets. It’s about expanding while staying true
Somewhere along the way, strategy got complicated. Charts replaced conversations. Growth targets overshadowed service improvements. And, too often, members — the people who own the
In credit unions, strategy can feel like art—different each year, built from intuition, colored by market guesswork, and driven by a committee of well-meaning collaborators.
Growth is exciting: it’s the mark of a thriving credit union. But let’s be real: growing the wrong way can be just as dangerous as
By now, you’ve heard the hype. You’ve probably even experimented with ChatGPT or explored how AI can automate some back-office workflows. But let me be
Most credit unions don’t suffer from lack of effort. They stumble from well-intentioned tunnel vision. Strategy is often assumed to be handled: a few planning
It’s easy for leadership teams to assume service is strong—until they dig deeper and realize the member experience isn’t keeping pace with expectations or competition.
Agility. Pivoting. Disruption. These buzzwords make headlines—but they don’t build sustainable growth. While everyone else chases the next shiny object, smart leaders ask a better
Transformation isn’t a side project; it’s survival strategy. Credit unions that want to stay relevant, resilient, and ridiculously valuable have to move beyond the status
