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Glatt Consulting Group's process-based strategy solution empowers credit unions to develop and implement comprehensive, actionable strategic plans that drive sustainable growth, enhance market relevance, and strengthen competitive positioning.
The Challenge: Is Your Credit Union's Strategy Truly Driving Growth?
The Challenge: Is Your Credit Union's Strategy Truly Driving Growth?
In today's rapidly evolving financial landscape, credit unions face unprecedented pressures—from dynamic market shifts and changing member behaviors to new technologies and intensifying competition. While strategic planning is a recognized necessity, many credit unions struggle to translate ambitious goals into tangible, trackable initiatives. The result? Plans that gather dust, missed opportunities, and a frustrating disconnect between the boardroom's vision and daily operations. Generic facilitation alone often falls short of building a truly robust and actionable strategic roadmap.
Our Solution: The Architected Strategic Planning Process
Our Solution: The Architected Strategic Planning Process
At Glatt Consulting Group, we don't just facilitate discussions; we guide your credit union through a comprehensive, step-by-step framework – our Architected Strategic Planning Process. Designed for measurable progress and full organizational alignment, this multi-layered approach ensures your strategy is not merely a document, but a living roadmap for enduring success. Here's how we do it:
1: Defining Your Business Models
We start by thoroughly analyzing your current business models using tools like the Business Model Canvas. This foundational step clarifies how your credit union currently creates and delivers value, ensuring all strategic decisions are grounded in your operational reality.
2: Understanding Environmental Scenarios
We then identify and assess key external scenarios—market shifts, economic trends, technological advancements, and regulatory changes—evaluating their potential likelihood and impact specifically on your defined business models. This proactive analysis enables you to develop resilient, future-proof strategies.
3: Setting Strategic Objectives (OKRs)
Informed by your business models and environmental analysis, we help you establish high-level, ambitious Objectives framed using the OKR (Objectives and Key Results) methodology. These qualitative statements set a clear direction and inspire action across your organization.
4: Measuring Progress with Key Results
Each Objective is supported by a set of specific, quantifiable Key Results (KRs), defining precisely how success will be tracked. We utilize a Floor, Target, and Ceiling framework for many KRs, providing nuanced performance tracking and clear definitions of success, ensuring accountability and objective evidence of progress.
5: Driving Action with Initiatives
Finally, we translate your strategic goals and measurable results into concrete Initiatives—the specific projects and activities undertaken to directly influence your Key Results. This bridges the gap between planning and execution, ensuring resources are allocated to efforts that genuinely contribute to your strategic priorities.
6: Support and Management
Our comprehensive process is supported by expert facilitation of key decision meetings and the use of our proprietary strategic planning tool for ongoing plan management. This ensures your strategic plan remains dynamic, measurable, and embraced by your entire organization.
Why This Matters to Your Credit Union: The Tangible Benefits
Why This Matters to Your Credit Union: The Tangible Benefits
Partnering with Glatt Consulting Group for Strategic Growth & Execution delivers more than just a plan; it delivers results.
Gain Crystal-Clear Strategic Direction: Achieve unparalleled clarity on your credit union's path forward, ensuring every decision aligns with your overarching objectives.
Enhance Accountability & Drive Execution: Translate high-level goals into measurable Key Results and actionable Initiatives, fostering a culture of ownership and consistent progress.
Accelerate Sustainable Growth: Position your credit union to seize new opportunities, navigate challenges effectively, and achieve your growth ambitions with a robust, data-informed strategy.
Build Organizational Alignment: Unite your board, executive team, and staff around a shared vision and common goals, ensuring everyone is pulling in the same direction.
Increase Agility & Resilience: Develop strategies that are responsive to market changes and external influences, preparing your credit union to adapt and thrive amidst uncertainty.
Related Insights
Further explore our strategy perspectives and philosophy
Our architected strategic planning process isn't generic facilitation; it's a comprehensive, multi-layered framework built to ensure your strategy is not just aspirational, but actionable.
The Business Model Canvas, a popular framework, provides a structured approach to mapping out business model strategy and structure.
True organizational competence goes beyond mere efficiency; it requires a strategic focus on a specific business model that aligns with your strengths and market opportunities.
Ready to work together? Let's get started!
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