Board & Management

Strategic Planning Session Facilitation

"I skate to where the puck is going to be, not where it has been." -Wayne Gretzky

An off-site strategic planning session is a critical event on the Board and executive team's calendar each year. Julie will work with the team leading up to the strategic session to fully understand the organization's needs and challenges. During the session, participants work together in a guided and participative environment to determine and prioritize the primary issues and concerns about innovating the credit union forward. Strategies are developed to create realistic action plans to achieve the objectives.

Who should attend? Board of Directors, Executive Leadership Teams.