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.
Performance
Knowing your credit union's performance score is the essential first step. An 8.2 HealthScore, for example, is a strong indicator of institutional health. But a number in isolation tells only half the story. The real question is not just "How are we doing?" but "
Strategy
A board approves a brilliant strategic plan, full of ambitious goals for growth and member service. A year later, progress has stalled, and no one can clearly articulate how the team's daily activities are connected to that high-level vision. This is the "execution gap," and
Strategy
For decades, the standard strategic plan was built on a five-year forecast—a confident prediction of a single, linear future. In today’s rapidly accelerating world, that model is broken. Betting on a single forecast is no longer a strategy; it’s a gamble. Resilient organizations don't
Strategy
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
Strategy
In a crowded financial marketplace, credit unions possess a unique and powerful differentiator: their cooperative identity. Yet, simply stating a member-centric mission is no longer enough. To truly stand out, a credit union’s promise must be proven through every action, decision, and interaction. This is the essence of
Vision
Join Glatt Consulting's Tom Glatt in Orlando, FL, for two key sessions on turning strategic vision into measurable results at the Reaching Your Members in the 21st Century Conference.