If you do not have a planning model, we
do! From this model, we can select the areas to emphasize.
Strategic Foundation
Mission Statement
Why do we exist?
Core Values
What do we believe
in?
Vision
What do we want to be?
Strategy Formulation
Analysis
What is our value proposition?
What are the customer and market segments in which we have decided to compete?
Answer the critical questions.
Strategic Direction or Themes
What is the credit unions
strategic direction in areas such as: product development, marketing/sales, risk management, member service, and operations?
Strategy Implementation
Objectives
What
are the goals, within each strategic theme, for the next 1-3 years?
Measures & Targets
What
should be measured in each perspective (balanced scorecard)?
Operating Initiatives
What
actions should be initiated to reach the targets?
Follow-up & Manage
