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.
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
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.
“Only the Paranoid CEOs Survive,” by Jeff Rendel, Certified Speaking Professional So said the CEO of one of the nation’s most prosperous credit unions when
