Planning For The Future
Strategic planning sessions will be planned and facilitated by President & CEO Grant Sheehan. His 30 plus years as a top credit union CEO performer will help optimize your operations and growth while reducing your inefficiencies. Our goal is to secure a successful financial future for your credit union and the highest service quality for your members.
Mr. Sheehan's success includes results that catapulted his credit unions to the 95th + percentiles in all key components including:
- Total Return to the members
- Return to Borrowers
- Return to Savers
- Member Service Usage
Strategic Planning Sessions include;
- Creating an environment which will involve the Board, Management Team and Staff in the planning process
- Assisting the Board, Management Team and Staff in identifying the Credit Union’s strengths, weaknesses, opportunities, and/or threats
- Indebt Peer to Peer* review as well as Return to Member (ROM*) relationship
- Discussing ways to enhance these strengths, take advantage of the opportunities, and mitigate any potential weaknesses and threats.
- Clearly defining the organization's short and long-range strategic plans and translate them into an action plans with performance measures at all levels by;
- Reviewing potential product and service enhancements
- Discussing pros and cons of field of membership growth/expansion
- Identifying potential candidates to acquire through merger or charter expansion
- Review long term financial projections and net worth projections