Strategy Consulting

Strategy outlines the boundaries of an institution’s environment; it defines a framework of expectation. An effective strategic plan includes both strategy and realistic financial performance standards, and provides a sound basis to assess and react to real-time performance and changing industry dynamics. We help credit unions establish proper and relevant strategic plans that can be used to direct all facets of daily activity and decision making.

Strategy Projects

We have worked on a variety of credit union strategy projects, including:

  • Strategic planning
  • Business line/department planning
  • Merger planning
  • Market/Field of Membership targeting
  • Target market analysis and selection
  • New product assessment/development
  • CEO succession strategy
  • Virtual/digital strategy
  • Social media strategy

Have a Strategy Project In Mind?

Do you have a project in need of consulting support? Complete our proposal request form to let us know what you have in mind. If you have a Request for Proposal document you would like to share, feel free to send it to