Strategic Planning
We understand credit unions. Our team of consultants are all seasoned credit union people, with decades of experience from natural person credit unions. Our consultants also have relationships with credit union examiners and other industry leaders that will help provide guidance when setting strategy. We will help you create a custom, robust plan for your credit union that will prepare you for future success.
Strategy Services
Strategic planning, if performed well, reaches far past the boardroom and touches every employee and member of your credit union. The process should never be considered just another box to check, but rather an important investment in your credit union’s success. Effective strategic planning creates a true, forward-focused vision for your organization.
Symphony will help to define strategies, objectives, and tactics, and provide tools to gage progress and report to the Board. To ensure success, we will align the strategy with industry standards and best practices.
Our Process:
- We begin by designing a personalized questionnaire for the Board of Directors and key management staff.
- Survey results will be compiled into a custom presentation designed to give teams the focus and direction they need to meet both short- and long-term strategic initiatives.
- We then facilitate current market data and demographics to identify new trends and industry opportunities.
- We will engage in meaningful dialogue to identify relevant pain points and obstacles, as well as their subsequent solutions.
- Lastly, a detailed business plan will be constructed that will document strategic initiatives and help credit unions adapt and prosper.
