Reframing the future with First Alliance Credit Union

About the project

In a transformative collaboration with Mission Brands Consulting, First Alliance Credit Union (FACU) embarked on a strategic revitalization of its Mission, Vision, and Values (MVV). This project aimed to align FACU's core principles with its evolving strategic goals, enhancing organizational coherence and member engagement. Through a series of inclusive workshops, FACU and MBC redefined the MVV to reflect the organization’s identity and future aspirations. The initiative culminated in a renewed MVV that resonated across the organization, fostering a unified approach to future challenges and opportunities. This case study exemplifies how strategic clarity and comprehensive stakeholder engagement can profoundly impact organizational alignment and growth.

Background
Date
October 2024
Client
First Alliance Credit Union
Category
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The challenge

First Alliance Credit Union aimed to refine its mission, vision, and values to better reflect its unique identity and support its strategic goals for the future. Known for its commitment to personalized service and significant community impact, the credit union recognized the need for an updated MVV framework that would more effectively communicate its core principles and drive its growth initiatives.

A room full of people celebrating

Our approach

Over two transformative days, we facilitated a series of workshops involving FACU’s leadership, staff, and members. Dubbed the "Mars Group," this team—whom FACU trusts to be as pioneering as those who would start a colony on Mars—committed to the collaborative process despite their diverse roles and usual workstreams.

This approach helped unearth deep insights into FACU’s core identity and aspirations.

Methodology exposed
A man is standing and writing on a large poster hanging on a wall while several coworkers are watching.
Stakeholder interviews
Gathering nuanced perspectives across the organization.
A woman with red, braided hair is standing and pointing at four posters hanging on a blue wall while several coworkers are sitting and watching.
Collaborative strategy sessions
Crafting an MVV that resonates with all facets of the credit union.
Working with Mission Brands Consulting was a transformative experience for our team. MBC didn’t just help us define our Mission, Vision, and Values—they helped us uncover and articulate the essence of who we already are. It was incredible to witness our team collectively recognize and affirm what makes us unique. Sam Plester and Khuong Ngo created a space for us to connect deeply, celebrate our strengths, and align our purpose in ways that will continue to empower us and our members every day. It was a challenging, inspiring, and ultimately unforgettable journey
First-Allliance_Brent-Rempe
Brent W. Rempe
CEO

Outcomes and impact

Revamped MVV statements

Sharp, succinct, and spirited—just like FACU.

  • Mission: "We show up. We listen to your stories. We create possibilities."
  • Vision: "Every member deserves a financial oasis. We make it happen."
  • Values: Passion, persistence, presence.
Unified front

The real magic? Watching the entire FACU team click into gear, fully aligned and driven by a crystal-clear MVV.

Notable quotes
  • "We’ve landed on Mars." — Capturing the pioneering spirit of the endeavor.
  • "Good to feel change." — Reflecting the positive reception to new directions.
  • "We’re a part of something bigger." — Recognizing the broader impact of their work.

Building on momentum

Organizational alignment

Post-workshop, FACU achieved a revitalized focus, aligning its workforce—across all levels—with the newly refined MVV.

This alignment enhanced clarity in daily operations and strengthened its community engagement efforts.

Empowered by data
  • Strategic metrics: Developed for three, five, and 10-year goals focusing on financial inclusion, engagement, and growth.
  • Enhanced member-centric strategies: Reaffirmed commitment to transformational relationships, emphasizing targeted financial services.

Ready to align your organization's core values?

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