2009-2010 E-Scan Strategic Planning Guide

Let the 2009-2010 Credit Union Environmental Scan (E-Scan) Strategic Planning Guide walk your board and senior management team through a step-by-step strategic planning process. Combining E-Scan insights and analysis with your credit union’s unique characteristics, this easy-to-follow guide will help you complete an effective and visionary planning process. Check out this year's Top 10 Insights.

The guide includes a complete outline for the facilitator, plus process information for senior management. Handouts and worksheets cover each step of the planning process, leading your group from “what-if” scenarios through goals, tactics and implementation. See the Table of Contents.

Using this guide helps you document your credit union’s strategic planning—especially important as NCUA takes a closer look at planning and due diligence practices.

Sections include:

• An overview of who should be involved, and why
• Preparation, logistics, and a pre-planning questionnaire
• Warm-up exercises, participant objectives, suggested agenda, expectations/ground rules
• Implications from CUNA’s E-Scan
• Scenario planning to help you focus on the big issues
• An innovation exercise
• Analysis of your credit union’s strengths, weaknesses, opportunities and threats
• Setting goals, implementing plans
• Monitoring the plan by assigning responsibilities, timelines, progress reports
• Sample planning documents showing what other credit unions have done
• A glossary of strategic planning terms, plus additional resources

The 2009-2010 E-Scan Strategic Planning Guide also includes:

• 12 copies of the 80-page 2009-2010 E-Scan
• One 40-minute DVD, giving an overview of the entire E-Scan—a great way to get your planning session moving in the right direction
• Worksheets delivered electronically in PDF format, which let you enter your own data, goals and timelines

The guide is a complete package of tools to guide your team through a productive strategic planning session—at a fraction of the cost of bringing in a facilitator. The regular price for the 2009-2010 E-Scan Strategic Planning Guide is $2195. As an introductory offer, it’s available now for only $1695.