Strategic Planning
No matter where you are on your journey, Callahan’s facilitators can help.
Strategy Looks Different For Every Credit Union.
Whether you’re presenting your plan to the board, refining your long-term goals, or making tough decisions to ensure sustainable growth and relevancy, we’ll help facilitate the conversation and empower your stakeholders with the data and insights to drive you forward.
Learn More About Strategic Planning
Why Choose Callahan?
At Callahan & Associates, we understand that no one knows your credit union, its members, and its community better than you do. That’s why we believe the most effective strategic plans are those that are truly owned by the credit unions themselves.
Our role is to bring in-depth industry expertise and an outside perspective to help you shape and refine your strategy. With over 180 years of collective experience, we provide the guidance and support needed to ensure your plan is not only aligned with your vision but also focused on driving your credit union forward.
How We Help Credit Unions
You know the outcomes you want to achieve; we have the experience and insights to get you where you want to go. Together, we’ll craft a session that works for you and your credit union.
During the session, we’ll:
Facilitate The Conversation
Our experienced collaborators will organize and lead the discussions, ensuring that every voice is heard, and your team remains focused on the objectives.
Provide Insights And Perspectives
Employees want to work for a company where they understand the purpose. They can all unify around one common goal.
Offer Unbiased Guidance
As a neutral third party, we offer experienced guidance to help you think differently about how to achieve your outcomes – without dictating the path that gets you there.
What To Expect From Your Facilitator
Pre-Discovery Session
We’ll set up a scoping call to begin understanding your goals, pain points, and gaps in alignment to create a focused, meaningful agenda. A bespoke pre-event survey to leadership and the board is available as well and sets the stage for constructive conversations and aligned session outcomes.
Session Preparation
We’ll take the insights from the pre-discovery session and craft the agenda and materials that fit your needs. Our analysts will pull custom peer benchmarking data, while we work to prepare any relevant examples, case studies, and/or actionable exercises.
Focused Planning Sessions
Over a 1–2-day strategic session, we’ll guide your team through collaborative discussions, integrating relevant industry insights and data to drive productive and impactful outcomes.
Post-Planning Support
After the session, we are available to share notes, perspectives, and answer any questions you may have to ensure your plan is solidified and the team received the most value possible out of your session.
Start The Conversation Today
Schedule an introductory call to learn more about Callahan’s Strategic Planning services. Together we’ll ensure your team is aligned, your strategy is clear, and your goals are within reach.