What is strategic planning about, anyway? This area of business is often shrouded in fog and full of murky terminology and corporate-speak. Think of word like “synergy” and “paradigm shift.” You get the idea.
Kathy’s approach to strategic planning is different.
Instead of a one-time, intensive planning session that leaves you with no real follow-up actions, Kathy monitors your business’s progress throughout the whole year.
She works as your partner, coach and holds you accountable to the goals you determined in your plan.
Take a look at Kathy's Annual Strategic Planning Process:
Develop a customized strategic planning workshop
Conduct a strategic planning workshop
Document the outcomes of the strategic planning process and key performance indicators
Communicate strategic plan updates to the staff, volunteers, members and community
Establish a communication process for Strategy Owners – meet regularly
Develop an environment that promotes Strategic Thinking
Develop a process for using new information
Focus on accountability
Listen to and learn from your workforce, members and management team
Learn something new
Use your strategic plan as the framework for running your organization
Calibrate activities with your Strategic Planner/Executive Coach
Promote and environment of Strategic Thinking
Minimum of one virtual meeting with your Strategic Planner/Executive Coach
Meet with Strategy Owners/Senior Leadership
Discuss emerging trends, how they apply to the credit union – Think Strategically
Review Key Performance indicators with your Strategic Planner/Executive Coach
Review Key Performance indicators with your Management Team
Review Key Performance indicators with your Board/Supervisory Committee
Adjust Strategies based on performance and trending
Review, validate and update your strategic plan