Business Development Plan Building Blocks

Staying ahead of the curve as business development evolves.

"If you can dream it, you can do it." -Walt Disney

What’s the plan? A specific, creative, and results oriented business development business plan will help you focus and establish measurable goals that can make a big impact for you and your credit union. If you are finding yourself going through the same motions year after year it is time to change it up! How are you going to add spark? What is your strategy to increase touch points and communication channels with members and potential members? What resources are required to make the biggest impact? Are you focused on innovation? What are your obstacles? Most importantly, what are the tangible goals for each strategy? Julie will take you through a step by step process to develop a fresh, new and innovative plan.

  • Deepening SEG relationships
  • Leveraging community outreach initiatives
  • Engaging and ‘buzz’ worthy growth campaigns
  • Member retention strategies