Strategy
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Your Credit Union's Blueprint: A Guide to the Business Model Canvas
Can you explain your credit union's entire business model on a single page? Can every member of your
Strategy
Expert insights and frameworks on credit union strategic planning. We explore how to build a "Living Strategy" using OKRs, scenario planning, and the Business Model Canvas to drive resilient growth.
Latest
What's Your Team's Risk DNA? An Introduction to the Risk Type Compass
Every leadership team has an inherent "risk personality." Some are predisposed to caution, meticulously analyzing every variable before
Recruiting for the Future: A Modern Approach to Board Succession Planning
For many credit union boards, succession planning is a reactive process. A long-serving director retires, and the nominating committee scrambles
Beyond the Score: How to Use Peer Benchmarking for a Competitive Advantage
Knowing your credit union's performance score is the essential first step. An 8.2 HealthScore, for example, is
Strategy
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The Board's Guide to OKRs: Creating a Line of Sight from Vision to Action
A board approves a brilliant strategic plan, full of ambitious goals for growth and member service. A year later, progress
Strategy
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Beyond Prediction: Using Scenario Planning to Build a Resilient Credit Union
For decades, the standard strategic plan was built on a five-year forecast—a confident prediction of a single, linear future.
Strategy
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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
Strategy
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Authenticity is a Competitive Advantage
In a crowded financial marketplace, credit unions possess a unique and powerful differentiator: their cooperative identity. Yet, simply stating a