Strategic planning
Working with credit union executives and board of directors to define long-term growth goals, and how the organization's people and processes will achieve them
Intentional planning
More meat, no fluff
The challenge we find with most credit union strategic plans is that they're looked at once per yer, rubber-stamped by the board, and quickly put on a shelf to gather dust.
And we wonder why credit unions aren't growing . . .
Our strategic planning sessions are designed to create living, breathing roadmaps for growth that are tied to reality, and owned and implemented across the organization.
Hands-on customized facilitation
Why credit unions bring us in
No matter the engagement, Mission Brands is structured to be an extension of your team, so every strategic planning session is truly customized to your organization.
Before we're in the room, you can expect us to have completed:
Covering all bases
Our approach to credit union strategic planning
Just like every credit union we work with, every plan we develop is unique, but we will typically structure your strategic planning program around three key areas:
Focused on growth
Strategic planning outputs
We work with credit unions of all sizes, mission-aligned fintech and the system's trade associations.
If you're serious about growth, impact and efficacy, we'll make sure your organization ends up with:
