Late summer is a time of transition. Families are wrapping up vacations. Kids are getting ready to go back to school and college. Football practice squads are putting on their gear and hitting the gridiron.
It's also a time of transition at credit unions as many look to the upcoming year and strategic planning sessions.
While most credit unions do strategic planning, not all do it well. Too many times, planning sessions become more numbers driven – think ratios and balance sheets – than people driven. One way to ensure your credit union is maximizing its planning process is to engage people at every level of the organization.
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