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

  • Daily

    • 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

  • Monthly

    • 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

  • Quarterly

    • 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