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Planning for Your Strategic Planning Session


There’s no time like the present to start strategically planning for your credit union’s strategic planning session. After all, it will be here sooner than you think. These pre-session questions, tips, techniques and insights will help prepare your CU for an annual planning season that goes off without a hitch.

Believe it or not, it’s almost planning season!

The offsite hotel is booked and the golf reservations are made. You know how you’ll entertain your board members, and they are looking forward to a weekend together. Now, it’s time to begin the REAL pre-work to your planning session.

Before You Plan for Next Year, Look Back.
Often in planning, we want to jump in and start throwing around new ideas, but the fact is that resources are limited. Before you start adding new initiatives, consider what’s working now.

Sometimes your best plan is to do more of what you’re already doing today … but better.

“Don’t look back; you’re not going that way.”
~ Mary Engelbreit

Nice quote, but I prefer…

“The only time you should ever look back is to see how far you’ve come.”
~ Author unknown

Before you get too far into planning for next year, I’d like for you to look back.

Pre-Planning Session Thoughts: What were the three to five most important initiatives you undertook this year?

For each initiative, ask your team:
• What were the results?
• How do the results compare to the goal?
• What would you do differently?
• What part of each project would you NEVER change?
• Should you continue the efforts next year?
o What if it means you can do one FEWER new idea?
• Would you dedicate more or less resources to the project if you continue?
o Budget
o People and training
o Time

Before You Plan for Next Year, Ask “Who Are You Doing This For?”

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