How long does the strategy development process typically take? What level of involvement is required from our team? How often will we meet with your consultants?  

The strategy development process typically takes six to nine months. Your team will actively participate by completing discovery surveys and engaging in four one-day strategy sessions. These collaborative sessions will focus on key areas, including environmental risk assessments, business model strategy definition, strategic objective and key results setting, and strategic initiative development.  

How do you ensure the strategy is tailored to our credit union's unique needs and market conditions? Can you provide examples of successful strategies you've developed for similar credit unions?  

Our approach ensures a customized strategy for your credit union. Throughout the process, your team retains ownership of all strategic decisions. We act as trusted advisors, offering perspectives and facilitating decision-making. This collaborative approach guarantees a strategy that reflects your credit union's specific needs and market conditions.  

While each strategy is unique, past successes illustrate potential outcomes. These include new brand incubation, multi-segment business model launches, successful field of membership expansions, succession strategy and execution, and more.  

What kind of measurable results can we expect from implementing your strategy recommendations? How will the strategy improve our market relevance and competitive positioning?

Our collaborative process will produce a well-defined, actionable strategic plan tailored to your credit union. This plan will serve as a roadmap, outlining clear objectives, key results, and measurable metrics to track progress.

By working closely with your team, we will craft a strategy that is both ambitious and achievable, with a focus on practical execution. When implemented effectively, your strategic plan will enhance market relevance, strengthen your competitive position, and drive sustainable growth.  

What is the cost of your strategy solution? How does it compare to other consulting firms? What is the expected return on investment?

Our comprehensive strategy development process involves a deeper level of engagement and expertise compared to a simple planning retreat. While we offer facilitation services for such events, our strategic planning process requires a more significant investment of time and resources.

As the specific investment will depend on factors such as meeting frequency and format, we encourage you to request a personalized proposal. Our typical project range is $10,000 to $20,000.

While this is a greater initial investment than a basic facilitated meeting, the resulting strategic plan will provide a clear roadmap for success, ultimately delivering a significant return on investment.