CU Solutions Group Helps Credit Unions Conquer the Planning Process


Credit unions invest valuable time, money, and effort into strategic planning. Even with the best intentions, it’s difficult to anticipate all the complexities and challenges it takes to develop a thorough strategic plan.

It takes time to oversee your credit union’s key priorities, goals, and action items, but your time is in high demand and short supply — so how can you deliver a thoughtful strategic plan and deploy scarce resources given your time constraints?

Strategic Link partner, CU Solutions Group, offers Planning Pro, a collaborative, automated solution that streamlines the process by meeting all your planning needs.

“Credit unions are looking for ways to streamline their processes and work more efficiently,” said Northwest Credit Union Association Vice President of Strategic Resources, Jason Smith. “Through their Planning Pro tool, our Strategic Link partner, CU Solutions Group, helps credit unions automate the challenges and complexities of planning.”

Manage, Monitor, and Measure the Planning Process
Credit unions are tasked with developing coherent, forward-thinking strategic plans that include all the bells and whistles like metrics, benchmarks, and real-time reporting. Planning Pro gives your credit union the capability to render a comprehensive plan that consolidates strategic initiatives, monitors executive performance as well as corporate and branch goals, and measures key performance indicators, all while eliminating the frustration from the planning process.

A Real-time Solution to Shape a Clear Vision
Planning Pro is solution-strategy planning; a comprehensive, cloud-based tool that engages your entire management team in the planning process. You’ll create a living document that automatically updates presentations, uses call report data to bring the right questions to the table, compares peer data, surveys your employees, and more.

Get the Results Your Credit Union Wants
Get rid of exhaustive spreadsheets and files and simplify the planning season. Planning Pro adds value by mapping out strategic issues, priorities, and direction to capture results that will guide your credit union to a sustainable future.

With Planning Pro, credit unions can:

  • Ensure more transparency and accountability in strategy execution;
  • Monitor team members’ progress on key priorities, goals, and action items;
  • Deliver real-time, comprehensive reporting to your board of directors;
  • Automatically alert team members of any changes to relevant assigned tasks;
  • Strengthen team cohesion and communication through collaborative goal setting; and,
  • Incorporate peer analysis, benchmarking, and real-time reporting.

For more information about CU Solutions Group’s Planning Pro tool, contact NWCUA VP of Strategic Resources, Jason Smith. To learn more about Strategic Link’s partnership with CU Solutions, visit its webpage.

Posted in Industry Insight.