STRATEGY LAB
Make Time To Discuss Strategy As A Team
While your team is caught up in day-to-day tasks the marketplace keeps evolving. Strategic discussions about how these changes will impact your business are critically important.
Enter Strategy Lab, a program designed specifically to help credit union leadership teams take a step back to focus on issues of strategic importance so they’re prepared to make tough decisions that capitalize on the right opportunities.
Choose from a curated strategy tracks or create your own mix of engagements based on your credit union’s team, goals, and strategic needs.
Types Of Strategy Lab Engagements
We’ll work together to determine the best way to facilitate and deliver the information to you and your team.
Currently, we’re hosting all engagements virtually. In the future, these can be conducted virtually or in-person.
Briefings
90-minute facilitated discussion with third-party insights.
Workshops
4-hour collaborative workshop with collaborative strategic discussion.
Planning
1-2 day sessions to fine-tune or create a new strategic approach.
Contact Us To Get Started
Explore Expertly Designed Tracks
We’ll help facilitate a series of strategic conversations for your credit union. We’ve put together four designed strategy tracks, covering our most popular topics in areas like defining purpose, innovation, fiancial health, and growth strategies.
You can also create a series of engagements customized to your credit union. View all of our topics here.
Some of these topics will be conducted in collaboration with The Filene Research Institute.
The Purpose Mindset
- Completion Of Leading With Purpose & Sustainable Business Strategy with Rebecca Henderson.
- Establishing Your Mission, Vision, and Values
- Telling Your Story
Innovation
- Jobs To Be Done
- Thinking Like A Strategist
- Creating An Innovation Mindset
- Structures For Innovation
Financial Health
- Generational And Millennial Money Chatter
- Financial Health Initiatives That Work
- Pathways To Financial Well-Being
- From Debt To Mindfulness
Preparing For The Future
- Credit Unions And Fintechs
- The Evolution Of Distribution
- Merger Models
- NII Today And Tomorrow
- Growing Pains: Trends & Strategies for Sustainable Growth