Pennsylvania Credit Union Association

Strategic Planning Services

The Pennsylvania Credit Union Association offers Credit Union Development services designed to help credit unions not only grow, but prosper.

Strategic Planning

The ever-changing financial marketplace requires credit union directors and management to develop and implement a comprehensive strategic plan which clearly defines the mission of the credit union, establishes realistic goals and objectives consistent with member needs.  

Strategic Planning serves a variety of purposes, including but not limited to:

• Presents a forum for credit union staff and volunteers to share their unique viewpoints  
• Establishes realistic short and long-term goals with defined implementation  timelines
• Provides a base from which progress can be measured and change initiated
• Ensures the most effective use of credit union resources by focusing on key priorities
• Is a consensus builder – teaming volunteers and staff with a common vision
• Educates volunteers and staff allowing them to make better decisions in the future
• Demonstrates preparedness to the Regulator
• Solves major problems

The Strategic Planning Process includes financial and peer analysis and is facilitated in one work day.  The process can be customized to meet the specific needs of a credit union. 

Strategic Planning / Business Development for Small Credit Unions

Smaller credit unions, those with less than $5 million in assets, have the option to choose an abbreviated strategic plan that focuses on the development and implementation of a specific marketing strategy. If so desired, those credit unions may obtain a grant from the Pennsylvania Credit Union Foundation to fund this type of planning assistance.

For additional information, please contact Rick Myxter, AVP Credit Union Services, at 800-932-0661, ext. 5214.