Connect Your Credit Union’s Day-to-Day to the Long-Term Vision.
Our execution based strategic planning approach help CEOs conquer chaos by connecting daily focus with long-term strategy.
Three Practices that Help Credit Unions Thrive:
Clear Purpose & Direction
Align your team around your bigger why, your bold direction, and a growth roadmap.
Align Goals
Set clear outcomes for individuals to align their commitments to the vision.
Ongoing Process to Manage Results
Create a regular cadence to manage your plan and communicate results.
How We Deliver Strategic Planning Services
We Coach You Or We Facilitate and Educate
We get hands on and lead you planning process with Let our experts facilitate the process for you to build a comprehensive operational guidance from an credit union expert not a plan virtually or onsite planning. In addition, a planning generalist.
Why Choose Synergy for Strategic Planning Services?
Synergy Credit Union Consulting, Inc. (Synergy) is the advisory firm dedicated to providing credit unions with trusted solutions to manage risk and enhance performance. Strategic planners often avoid operational planning. They call this “keeping out of the weeds.” Although we agree that operational issues should not be confused withstrategic planning, many financial institutions often struggle with execution. During our planning, outline the high-level project milestone needed to ensure successful execution of each strategic objective.
What People Are Saying
“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.”
— ERIE
“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.”
— APCU
“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.”
— Genice , Health Share
Meet Your Strategic Planner
Additional Services
Board Governance Training
Supervisory Committee Training
Loan and Share Growth Consulting
Enterrprise Risk Management Process Development
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