Does Your Strategic Plan Drive Action or Gather Dust?

For too many credit union boards, the annual planning retreat is a familiar ritual that yields a "plan-on-a-shelf"—a thick binder disconnected from daily decision-making and a rapidly changing market.

This "old playbook" is no longer just ineffective; it's a liability. It creates critical failures:

• Strategy is disconnected from performance, with no objective way to measure progress or define success.
• Governance becomes a rear-view mirror, focused on what has happened instead of guiding what's next.
• Employees can't see their contribution, breaking the line of sight from the boardroom to the front line.
• The organization is left vulnerable, basing critical decisions on an outdated map in a world that operates like a motion picture.

A plan that isn't used creates the illusion of direction while allowing for strategic drift. The solution is not a better static plan. It's a new approach entirely.

Our Framework for a Living Strategy

We don’t just facilitate a meeting; we guide your board and leadership team through a proven, integrated system. We fuse strategy, performance, and governance into a single, dynamic capability that allows your credit union to adapt and respond to change in real-time.

Our expert-led process is built on three pillars:

1. The Blueprint: Clarify Your Current State

Our work begins by creating a shared, one-page blueprint of your entire credit union using the Business Model Canvas. This powerful framework ends "siloed thinking" and aligns your board and leadership team on the complex realities of how your organization creates, delivers, and captures value today.

2. The Stress Test: Build Resilience

We don't try to predict the future; we prepare you for it. Using Environmental Scenario Planning, we treat your strategy like an engineer would—testing it in a "wind tunnel" against a range of plausible, challenging futures.

We identify the critical uncertainties in your plan (from technology to competition) and ask:

• Which of our Revenue Streams are most at risk?
• Which Value Propositions become obsolete?
• What is our team's risk appetite to handle this scenario? (Here, we leverage the Risk Type Compass (RTC) to map your leadership's risk tolerance against your plan's risk profile).

This stress test moves your leadership from a passive, reactive posture to a proactive, forward-looking one.

3. The Engine: Drive Execution

A brilliant strategy is worthless without execution. We close the "execution gap" by installing a powerful engine: the Objectives and Key Results (OKR) framework.

This system translates your high-level strategy into clear, measurable, and ambitious outcomes. It creates radical alignment and fosters true, collective accountability. Most importantly, it elevates the boardroom conversation from "What did we do?" to "Did we achieve the results we intended?"

Your Digital Strategy Command Center

The framework we build together doesn’t get filed away. It becomes the living, digital home for your strategy inside our CU 360 Platform.

Your Business Model Canvas, Scenarios, and OKRs are embedded into a dynamic Scorecard, not as a static PDF, but as an interactive tool. This provides real-time visibility, makes your strategy a visible, daily presence, and ensures it remains an active part of your governance and management routine.

What You Will Achieve

Partnering with Glatt Consulting will deliver:

• A Unified Vision and shared understanding of your business model.
• A Resilient Strategy that has been stress-tested against a range of futures.
• Radical Alignment connecting the board's vision to the front line.
• Clear, Measurable Targets that drive performance and accountability.
• Real-Time Visibility into your strategic progress via the CU 360 platform.
• The Clarity and Confidence to lead effectively in an uncertain world.

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