Callahan’s Guide For Virtual Strategic Engagements

Closing branches, sending staff to work at home, and re-scheduling board meetings, are just part of what’s making the rest of 2020, including traditional strategic planning opportunities, so uncertain.

Strategic conversations among you and your senior team cannot be put on hold indefinitely.

Across the past few months, we’ve been talking with a lot of credit union leaders, like yourself, about how to keep strategy top-of-mind. Many of executives are struggling with how to move strategic discussions forward at a time when “traditional” board meetings and strategic planning sessions are restricted because they can’t be together, in the same room.

Callahan has been connecting with credit unions virtually and in-person for decades. And now we’re sharing our expertise in delivering strategic insights in a FREE guide for the industry.

Download Callahan’s Guide To Virtual Strategic Engagements for practices around:

• The roles and responsibilities needed for a successful engagement.
• How to prepare for and structure your meeting.
• Ways to encourage dialogue and keep your engagement on track.
• How to keep strategy alive post-session.

Whether you’re looking to have an engaging board meeting, strategy-driven discussion with your senior team, or a full weekend of planning; our guide lays out how to successfully host a virtual engagement that will keep your dialogue going strong. You can click here to download the guide.

The need for planning has never been greater as credit union leadership teams and boards are faced with unprecedented challenges – don’t let logistics and operations stop your team from discussing strategy.