Strategy
Building the Execution Engine: How to Separate Key Health Indicators from OKRs
Learn how to separate your credit union's Key Health Indicators from strategic OKRs to cure initiative fatigue and drive execution.
OKRs
Speaking Event
Event Announcement: 2026 Reaching Your Members in the 21st Century Conference
Tom Glatt serves as MC and leads two strategic sessions at the 2026 Reaching Your Members in the 21st Century Conference this November.
Strategy
The AI Delegation Mandate: Preparing for the Agentic Workforce
Anthropic recently advised the banking industry to "stop prompting and start delegating." Learn how credit unions can use a Living Strategy to absorb the shift to an agentic AI workforce.
Strategic Execution
The Execution Gap: How to Cure "Project Obesity" and Make Strategy Live
90% of strategies fail because of poor execution. Learn how to bridge the gap between boardroom vision and frontline action by curing "Project Obesity" and building a strategic Kill List.
Conference Recap
Day 2 Recap: From Boardroom Vision to Frontline Delight
Day 2 of the CU Cruise explored how to turn static strategy into a "Living System" using OKRs, and how to use hospitality principles to design frictionless, delightful member journeys.
Strategy
From Plan to Action: Closing the "Execution Gap" in Your Strategy
At the Reaching Members conference, Tom Glatt detailed why great strategies fail: The "Execution Gap." Learn how to close it using the OKR framework to connect your board's vision to real, measurable results.
Strategy
The Board's Guide to OKRs: Creating a Line of Sight from Vision to Action
The execution gap occurs when a credit union's strategy is consumed by daily operations. Learn how the OKR framework creates a clear line of sight from the boardroom to the front line.
Strategy
Why Your Strategic Plan Is Gathering Dust (And How to Fix It)
It’s a familiar ritual in the credit union world: the annual strategic planning retreat. The leadership team and board gather offsite, engage in productive discussions, and emerge with a thick binder containing a detailed, well-intentioned strategic plan. That binder is placed on a shelf, and by the next