Use Proven Techniques and Tools to Develop An Effective Strategic Plan for Your Credit Union!

Strategic planning is the best way for a credit union to take control of its destiny, ensuring its survival, prosperity, and ability to continue serving its members. And the best way to get it right is to use the techniques and tools that have been proven to work in credit unions of all sizes and types.

Sheshunoff’s Credit Union Strategic Planning Manual gives you everything you need, including:

• Detailed guidance on strategic planning concepts and the strategic planning process
• Help deciding what to consider for strategic planning, and how to do it, step-by-step
• Hands-on guidance through the entire strategic planning process
• Samples, forms, models, and planning worksheets you can use as is or easily adapt to your specific needs
• A model strategic marketing plan to help you deal with FOM issues, increase penetration of your current FOM, and successfully compete in the financial marketplace
• How to plan and implement risk management strategies
• Help with human resource planning, financial planning, budgeting procedures, and regulatory planning issues
• Considerations for CUSOs

Our expert author provides a hands-on approach to helping you do your own strategic planning. The manual gives you scripts and guidelines for your strategic planning sessions, model planning documents to complete at the beginning of the planning process, and proven techniques to help you plan for a future where you have control over your ability to serve your members.

Why pay thousands of dollars to attend a one-time workshop or rely on an outsider for your strategic planning needs? With Sheshunoff's Credit Union Strategic Planning Manual you get everything you need in one affordable package. And it's at your fingertips all year long, so it's easy to develop new plans and change old ones as your needs change.

Circulate the sample plans, use the worksheets to gather information and go through the process, conduct a strategic planning session, follow the models to develop your own strategic plan and strategic marketing plan.

Highlights of Last Update Table of Contents How to Use This Manual Look Inside This Book!*
*Requires Adobe Acrobat Reader

About Gary M. Deutsch

Gary M. Deutsch has worked extensively in management positions with both regional financial institutions and community banks in audit, lending, financial, and operational areas. He served as a KPMG financial institutions consulting practice leader in the Mid-Atlantic region delivering strategic planning, profit improvement, financial management, and merger- and acquisition services. Mr. Deutsch is the founder and president of BRT Publications LLC, a professional education and training company serving the financial industry for over ten years. In this capacity he has written numerous publications for Sheshunoff and A.S. Pratt on topics such as risk management, credit management, asset and liability management, and accounting and internal auditing. He also conducts audio conferences and webinars on current issues related to these topics. Mr. Deutsch is a licensed CPA in Maryland and has a B.A. in accounting and an MBA in finance from Loyola University Maryland. He has also achieved the Certified Management Accountant, Certified Internal Auditor, and Certified Bank Auditor designations. See all works by Mr. Deutsch