The Planning Process - Improved

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The Planning Process - Improved

Nothing is as disappointing, for CEOs and board members alike, as coming off a lengthy planning session with no tangible results. Many credit union leaders are pondering the question of how to host more effective planning sessions and in return gain a more effective strategic plan. For board members to offer proper guidance, they need the proper information and metrics, which they often do not receive. For CEOs, who are tasked with delivering on the strategic plan, they need a robust vision and direction from the board.

Overview for improved plannning

Importance of topics in the boardroom graph

Questions to get you started in improving the strategic planning process

A software-led approach

Typically, keeping track of a complex and evolving strategic plan on word processor documents is not enough. Software that helps a credit union’s staff and board visualize the strategic plan can help define roles and keep everyone on track. Being able to update and change plans, monitor progress and ensure accountability is also very much in demand.

The strategic planning process outlines the direction of an organization, so it makes sense to give the process some weight and consideration. However, planners will find that they get out of it what they are willing to put in: an effective strategic plan takes effort and the right tools.

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