Strategic Planning

We give your credit union the tools and guidance needed to move forward with a clear and concise strategy. 

Find your North Star and use it to guide every strategic decision at your credit union.

Envision
the Future

We push you to think differently, plan for the unexpected, and turn your strategic planning into strategic doing.

Our “superpower” is developing relationships between volunteers and executives during off-site strategic planning meetings. We help you develop a clear and concise strategy to keep everyone on the same page moving forward.

  • Find your credit union’s North Star
  • Define your vision, mission and values
  • Map strategic initiatives to put your plan into action
  • Create processes for strategic check-ins and updates
Knowing your credit union's North Star will inspire your vision for the future. It's what helps you set your credit union apart from others and gives you the drive you need to serve members in a way only you can serve them.
Susan Mitchell
Chief Executive Officer

Stop Strategic Planning, Start Strategic Doing.

We founded the UNDERGROUND to promote discussion and debate on tough strategic topics with our clients.

Since its inception, we’ve expanded the UNDERGROUND to include all forward-thinking credit union leaders who desire to share authentically and put ideas into action. The UNDERGROUND couldn’t be more relevant than it is today! 

Visit the School of Thought

Maslow’s Hierarchy of Needs

Examine how your credit union addresses the most basic needs of its members and employees and why the focus must progress with diversity in mind.

Social Disaster Planning & Recovery

Explore what makes up a social disaster and how your credit union can effectively prepare to recover. 

Diversity, Equity and Inclusion

Discover what DEI truly means at your credit union and how you can lead your team to embrace it in all facets of your business. 

Learn how we approach authentic and relevant leadership in today’s controversial world:

Thoughts on Strategic Planning

From one of our UNDERGROUND Collisons:

A significant number of legacy leaders are going to be retiring in the next five to 10 years, but I think you really have to look at both sides of it. Before we say, good riddance to our legacy leaders, we really must look at our leadership pipeline, and who we’ve got coming into those leadership roles.
Lynn Heckler
Chief Talent Officer, PSCU
If you’re planning more than two years out, I think you’re too far out. The fact is, it’s good-riddance time, because we have to be able to remain relevant in our space. And if we don’t change the way we do things, we won’t remain relevant, and the credit union industry will dwindle away and be gone.
Jim Hayes
President/CEO, State Employees’ CU (NC)
Two personal things I’d like to share with you: First, commit to continuous learning. Things are very complex. As you all know, the pace of change has increased. The only way you will not fall behind is if you commit to continuous learning. Second, there are going to be people who do not know you who are 100% committed. Haters are going be there, so keep it moving forward.
John Pembroke
President/CEO, CUES
It’s a little bit scary to watch what’s happening with the leadership transition right now, because so many leaders haven’t prepared their organizations well for their departure, and it’s not something you can do in two years. Frankly, if the first time you’re thinking about your succession plan is about two years out from retirement, you missed the boat on that one.
Jill Nowacki
President/CEO, Humanidei + O’Rourke
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