Collaborative Facilitation: Our strategic planning sessions are designed to create a collaborative atmosphere where all participants can actively engage and contribute. We have skilled facilitators that will guide discussions, ensuring that every voice is heard and valued.
Comprehensive Tools and Resources: Luminate has access to tools that enhance our planning sessions, including:
Financial Review: We will create charts to strategically compare your Credit Union against peers based on asset size. This tool helps identify strengths and areas for improvement, providing context for your strategic initiatives.
Economic Updates: We incorporate the latest economic credit union insights to keep your strategies aligned with current trends affecting the Credit Union Movement.
Structured Planning Day: The day consists of guided open discussions focused on the sustained growth and success of the Credit Union.
Actionable Outcomes: The Credit Union will have a clear understanding of top priorities with focused direction to successfully serve their members.
Follow-Up Support: Your Luminate team will provide a comprehensive planning session report capturing the discussion from the day. We follow up with the CEO to discuss timelines for completing the strategic plan, identifying who will be responsible for each initiative, and assist with any resources needed to achieve these goals.
Fee Inclusions: Our fee structure includes several essential components:
Two pre-session consultations to customize our approach to your Credit Union’s specific needs.
4–6-hour facilitated session by experienced facilitators, along with all necessary materials and resources.
A detailed post-session report summarizing priorities and a follow-up appointment to create the strategic plan for your team to follow.