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
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.
