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 map.
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
We get hands on and lead you planning process with plan virtually or onsite planning. In addition, a planning generalist.
OR
We Facilitate and Educate
Let our experts facilitate the process for you to build a comprehensive operational guidance from an credit union expert not a
Why Choose Synergy for Strategic Planning Services?
We offer organized and engaging Strategic Planning services to provide credit unions with trusted solutions for managing risk and enhancing performance. Our services are customized for your organization and are designed to ensure successful execution of each strategic objective.
Our Clients
“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
Ancin Cooley
With over 20 years of experience, Ancin has blah blah blah. With over 20 years of experience, Ancin has blah blah blah. With over 20 years of experience, Ancin has blah blah blah. With over 20 years of experience, Ancin has blah blah blah.
Educational Resources
What would you do if your CEO was recruited by another institution?
You must properly compensate management to Focus on Your Mission
Director Education: Understanding Your
Loan Mix
Fishing
For
Loan Growth
Let’s Get Started.
Contact us for questions or to learn how Synergy can help your organization.