The Louisiana Credit Union League has a variety of strategic planning sessions available for you at no additional cost, that can be tailored to your available time and level of need.

CU DNA: Prepare to commit about 2 hours.

• Learn about the credit union cooperative principles
• Look at your credit union’s mission, vision, and core values
• Take a deeper dive into your core values and competencies to help identify your culture and brand.

Strategic Planning
Work with your decisioning team to create a 12-24 month strategic plan to help guide your credit union in planning key initiatives to ensure future growth.

• Short Session: Prepare to commit 1.5 to 2 hours.
• Receive a basic situation analysis based on a pre-session survey
• Review and identify financial goals for the next 12 months
• Highlight focus areas
• Moderate Session: Prepare to commit up to 4 hours
• Receive and discuss a basic situation analysis based on a pre-session survey
• A deeper financial review to help identify financial goals for the next 12+ months
• Learn about external, environmental issues facing the credit union industry
• Develop 3-5 key focus areas and tasks to accomplish over the next 12+ months
• Advanced Session: Prepare to commit 5+ hours
• Receive and discuss a basic situation analysis based on a pre-session survey
• A deeper financial review, including a Balance Scorecard Analysis, to help analyze and identify financial goals for the next 12+ months
• Learn about external, environmental issues facing the credit union industry
• Develop 3-5 key focus areas and tasks to accomplish over the next 12+ months
• Receive training to write action plans and to utilize mind maps to help management understand how to move the plan forward.

For each of these sessions, you will receive a written plan customized to your needs!