A view of the organization chart of credit unions reveals the professional skills now resident in management team members. Finance, lending and operations have been joined by marketing, human resources and other experts as the team responsible for credit union strategy development and execution.

Our management planning process is designed to maximize the functional expertise of each senior staffer while building the team as the driver of organizational strategy.

We work with the team to determine the key activities in product and service development, branding and sale. Our process includes a significant focus on the vital area of member satisfaction. Senior will define critical success measures to track progress and performance. They will also develop consensus methods to maximizes the utilization of valuable organizational resources.

Finally, we will identify strategic initiatives for the next 18 months that will require cross-functional resources and should positively impact the success measures.