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There are many conflicting viewpoints on what to do about 2021 Strategic Planning. So, to help you answer this question, here are few pro’s and cons of scheduling a planning session sooner vs. later.

CONs for Planning within the next 3 months

1. Planning via Zoom, Teams, WebEx, etc. just does not deliver the same ...

I was recently approached by more than one credit union asking for help in determining whether to reopen some temporarily closed branches - or keep them closed indefinitely. At first I was surprised, but the more I thought about it, the timing could not be better for a reshuffle. So, I decided to make a quick ...

The COVID-19 crisis has forced many credit unions to add new objectives to the top of their strategic plan. As a result, other objectives that were once deemed “crucial to success” have a lower priority and may not even get done. But it doesn’t have to be this way. This article takes the most common strategic plan objectives and preserves them by ...