Strategic Planning
Create an actionable growth plan and get ahead of industry challenges.
– STRATEGIC PLANNING SESSIONS –
How you plan, and if you plan, for the next 18 months will determine if your financial organization is still in business 10 years from now.
Don’t wait for things to slow down. Proactively plan now so you can lead your organization into a thriving future…no matter the external circumstances.
Unite Your Leadership Team and Board
Stop wasting time on conversations that don’t support the overall strategic discussion. Our facilitators help you get on the same page faster so you can unite around your common goal.
Focus Your Strategic Initiatives
If you try to do everything, you end up accomplishing nothing… and creating staff burnout. We make sure you focus your target and walk away with three to five clear strategic goals.
Create an Actionable Growth Plan
A strategic plan that sits on a shelf is just a stack of paper. Our team shows you how to break your vision into measurable action steps so the real work gets done.
Strategic planning happens in three simple steps:
1. Pre-Session Research
2. On-site or Remote Facilitation
3. Post-Session Follow-Up
Testimonials
“It’s been inspiring. It’s been eye-opening. I feel thankful. Our team of managers left this session feeling more inspired than we have in a very long time. On The Mark Strategies has been absolutely wonderful to work with.”
Gina Rasmussen
COO, TruStar FCU
“We enjoy working with the best strategic planning facilitator in the banking industry – On The Mark Strategies! With their previous credit union executive experience, they ensure balance is a key attribute as we look to take on new initiatives and stay financially strong.”
Robert Hernandez
CEO, Austin Telco FCU
“I want to thank you for facilitating an excellent session last week. Your insights and guidance through the process helped keep us focused, and we appreciate the effort you put into making the session productive and engaging.”
Jay Gostonczik
CEO, SouthPoint Financial CU
Is your plan just collecting dust on a shelf? Remember: the best plans are the ones that get implemented. Start building your best strategic plan ever today.
