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.
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 your credit union.
Actionable Outcomes: Your credit union will have a clear understanding of top priorities with focused direction to successfully serve your members.
Follow-Up Support: The 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.
"Thanks so much for the great 2-day planning session and board training. You have been facilitating our planning sessions for many years; however, this was the best one by far! Your preparedness, knowledge, and true interest in STFCU’s success is priceless. You are very personable with our volunteers which opens the door for trust and honesty. And you make everyone think outside of the normal box yet remain realistic. The exercise where we put dots on the goals we thought were the most important shed light on the board, supervisory committee and management’s priorities and reflected how these priorities overlap. We appreciate you, Danielle and thank Luminate for offering planning session facilitation."
-Glenda Rushe, CEO, St. Tammany FCU
