The "Plan-on-a-Shelf" is Dead.

Your strategic plan, born from a well-intentioned offsite, is sitting in a binder. It is disconnected from your team's daily work, your board's oversight, and the market's rapidly changing realities.

The CU Strategy Module solves this "execution gap." It's the platform to transform your strategy from a static document into a living, executable system for the entire organization.

A Single Source of Truth for Your Strategy

This module is the digital home for the "Living Strategy" framework. It's a single, visible platform where your board, C-suite, and management team can build, track, and manage the plan together.

1. Build Your Frameworks in the App

Don't just talk about frameworks—use them. The platform walks your team through building and housing your Business Model Canvas and Environmental Scenario Plans (e.g., "Recession," "Digital Disruption") directly within the application.

2. Track with a Real-Time OKR Scorecard

This is the core of the module. Translate your high-level strategy into clear Objectives and Key Results (OKRs). Result Owners update their progress, which automatically updates visual indicators (On Track, At Risk) on a living dashboard for all stakeholders to see. It provides 100% visibility and alignment.

3. Create a Clear Chain of Accountability

The "Ownership Cascade" makes it impossible to say "I thought someone else was on that." The system requires a clearly assigned owner for every element: a Monitor for Scenarios, a Sponsor for Objectives, an Owner for Key Results, and a Lead for Initiatives.

From Ambition to Execution

The CU Strategy Module creates an unbroken, transparent line of sight from the boardroom's vision to the daily work of your team. It is the engine that ensures your strategy is an active, daily management process, not an annual ritual.

If this topic resonates with your credit union's challenges, schedule a private consultation to discuss how our strategic frameworks can help.