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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!


Book a Planning Session