Strategic Planning

"Strategic Planning for credit unions and community banks has two purposes, to create transformation and differentiation. Anything less than that is a waste of resources and time."

At L2L, whether we are doing strategic planning for the entire organization or helping to align the strategies of each business unit, we seek to define a better future. But more importantly, we also develop an implementation plan for the strategy and set agreed-upon milestones for tracking and monitoring progress toward this new future for credit unions and community banks. When you do strategic planning with L2L we do not create a hand-off document but a road map to success; it is a partnership.

Organizational Strategic Planning

Create a future of possibilities and differentiation, These facilitated conversations will establish a clear direction for identifying your Mission, Purpose, and Promise and navigating the organization to your Vision of the future. We will identify what the “end” looks like, how it will be measured and set clear milestones along the way to monitor progress.


Data Strategy

Designing a plan for aggregating and mining your data sources so data can be used for strategic decisions, operational efficiency and effectiveness and marketing efficiencies.


Digital Transformation

Building a digital strategy that prepares the organization to compete in the digital economy: branch, culture, operations, lending and risk tolerance.


Business Development Strategy

Reinventing Business Development to partner with employer groups of scale (100 or more employees) and to create a consultative sales culture across the organization.


Cultural Transformation

A branded culture will differentiate the organization in a way that cannot be easily replicated. It is one critical way a credit union or community bank can create a new competitive business model that is sustainable. This is a process to help a financial institution fully understand their brand and leverage that brand to transform their culture, service style, and staff, at all levels.

The L2L Strategic Planning Process:

Strategic Planning for Future Success (SPFS)

Strategic planning isn’t just about dreaming big, it’s about knowing your members, and your culture, values, purpose, and ability to execute on things that matter.

  • What your credit union needs is a plan that yields the right results
  • What your credit union needs is clarity of what their members, employees, and board are worried about and which of these “disrupters” can potentially impact the credit union’s future

Working with Rich Jones of Leading2Leadership LLC, you will understand how to bring operational, project, org. structure, and cultural alignment to your strategic planning. With this alignment, you will create a future that allows you to make the essential transformations to Credit union. The goal is to ensure the organization can sustain while helping their client/owner credit unions to sustain into the future.

This Strategic Planning for Future Success (SPFS) process uniquely includes how to connect strategy to culture and execution. SPFS is a three-step process, Discovery, Strategic Planning, and Launching the Business Plans to guarantee realization of the identified strategic future. This process is designed to acknowledge all elements of strategic planning that includes intimately understanding your credit union, your credit union owners and clients, identifying where your dredit union needs to improve, how your credit union needs to change or transform, how your credit union can better differentiate themselves in the market and, most importantly, what the credit union needs to do to operationalizing the strategies, setting the stage for successful execution. Additionally, some time will be invested to make certain the organization structure and the culture are aligned to support strategic execution. The primary purpose of Strategic Planning is making certain everyone is doing the right work, at the right time, the right way and that the credit union is doing the work to ensure they remain a relevant and viable banking options for their members. The details are below: