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strategic

planning

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Together, we'll assess the opportunities available to your credit union, analyze them,
and create an actionable plan to achieve your goals.

Unconventional, Tried & True

Unconventional enough to shake up "what we've always done," tested enough to prove our concept of what credit union strategic planning could be.

You cannot build a hero's reputation, grow loans, or gain market share on what you are going to do only what you have done.

Strategy  Beyond  SWOT

Our unique strategic planning process is designed to get you unstuck and moving forward with sustainable growth, a unified and more productive team, and operating from a unified plan to grow your credit union.

Instead of only focussing on Strengths, Weaknesses, Opportunities, and Threats, what if you could also:

OUTLINE WHAT SUCCESS LOOKS LIKE, WHO OWNS WHAT PROJECTS, AND IDENTIFY UP FRONT WHAT COULD BE HOLDING YOUR CREDIT UNION BACK FROM SUCCESS.

WORK WITH THE ONLY STRATEGIC PLANNING TEAM THAT WILL FOLLOW-UP WITH AND HOLD YOU (AND YOUR TEAM) ACCOUNTABLE TO YOUR PLAN.

ENGAGE ALL MEMBERS OF YOUR LEADERSHIP AND BOARD WITH MEANINGFUL, MEASURABLE RESULTS.

With almost two decades experience in guiding successful, highly profitable businesses that serve the credit union industry, YMC can coach your team on how to do the same.

 

With Strategic Planning You Can Expect:

 

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  • Hitting revenue and growth targets while serving members with excellence.

  • Team buy-in to a set vision for a credit union wide transformation.

  • High-quality communication to increase productivity at every level.

  • Proactively leading and problem solving rather than just reacting.

  • Your entire team moving as one, in the same company direction, with the same goals.

  • Employees and volunteers excited to work and operate your credit union like a well-oiled machine.

BOOK YOUR STRATEGIC
  Planning EVENT NOW!

Would you like to learn more about YMC’s strategic planning for credit unions? Fill out an interest form, and a team member will be in touch soon.