Strategy
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Your Credit Union's Blueprint: A Guide to the Business Model Canvas
Can you explain your credit union's entire business model on a single page? Can every member of your
Tom Glatt
Latest
What's Your Team's Risk DNA? An Introduction to the Risk Type Compass
Every leadership team has an inherent "risk personality." Some are predisposed to caution, meticulously analyzing every variable before
Recruiting for the Future: A Modern Approach to Board Succession Planning
For many credit union boards, succession planning is a reactive process. A long-serving director retires, and the nominating committee scrambles
The "Living System of Governance": How to Build a Proactive Board Calendar
In our last article, we discussed the difference between a reactive "compliance backstop" board and a proactive "
Is Your Board a Strategic Asset or a Compliance Backstop?
Every credit union board fulfills a vital fiduciary duty. Directors are the diligent stewards of the institution, ensuring regulatory compliance,
Beyond the Score: How to Use Peer Benchmarking for a Competitive Advantage
Knowing your credit union's performance score is the essential first step. An 8.2 HealthScore, for example, is
What's Your Number? The Power of a Single Health Score for Strategic Oversight
We all understand the power of a single number to distill complexity. An individual’s FICO score, for instance, synthesizes
Drowning in Data, Starving for Insight: The Credit Union Leader's Dilemma
It’s a scene that plays out in boardrooms everywhere: the monthly performance review begins, and the screen fills with
Strategy
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The Board's Guide to OKRs: Creating a Line of Sight from Vision to Action
A board approves a brilliant strategic plan, full of ambitious goals for growth and member service. A year later, progress
Strategy
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Beyond Prediction: Using Scenario Planning to Build a Resilient Credit Union
For decades, the standard strategic plan was built on a five-year forecast—a confident prediction of a single, linear future.
Strategy
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Why Your Strategic Plan Is Gathering Dust (And How to Fix It)
It’s a familiar ritual in the credit union world: the annual strategic planning retreat. The leadership team and board
Strategy
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Authenticity is a Competitive Advantage
In a crowded financial marketplace, credit unions possess a unique and powerful differentiator: their cooperative identity. Yet, simply stating a