The board is responsible for developing the long-range objectives in the strategic planning. Management is involved in goal setting. Standing committees of the board and the Credit and Supervisory Committees should also participate. The consultant facilitates the planning process and will assist each of these groups in developing strategies. Both external and internal sources of information lay a foundation for the effective planning process.
External information includes the economic, social, technological and political fields.
Lacking competitive information may leave the CU vulnerable. Internal information includes financial statements, surveys and on-site observations. The consultant assists you in examining all of these areas and applying the findings to your strategic plan. Planning Fee Schedule Fees are the minimum level for a full day or equivalent session. They include pre-session surveys, facilitation of planning session and a written, final report for each participant.