Board Planning

As credit unions have grown in complexity the role of the Board in Strategic planning has changed. Board members rely on the expertise of management to define and drive the organizations strategies. This does not lessen the importance of the Board.

The Board is elected by the membership to determine the vision and values of the credit union. Regulators expect that the Board understands the overall performance of the organization and has determined its own risk tolerance.

A key to our Board planning sessions is to assist Boards in clarifying the organization’s vision, values and purpose. We also work with management to recommend strategies and practices that will move the organization to the successful realization of the Board's vision.

We also work to assist management in recommending appropriate metrics to track organizational performance and progress.