Credit union strategic planning doesn’t have to be in the fall

by Shawn Temple, On The Mark Strategies

Fall is often “busy season,” full of budgeting, mad-dash project completion and yes, strategic planning. This works alongside budget creation, since projects you plan at the session quickly find their way into the budget shortly thereafter. But it isn’t the only way to do bank or credit union strategic planning.

Another tool in your belt

We perform plenty of fall sessions every year, and fantastic plans emerge from these sessions. But some credit unions and banks do them in the fall simply because they’ve always done it that way. Fall sessions aren’t for every institution. Some places will come up with better strategic plans at other times of the year.

Community financial institutions are as unique as fingerprints, and their planning needs are unique too. So, think of this as another tool in your belt. Don’t be afraid to use it if you need a change.

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