One
of the greatest benefits your credit union can offer its members
is a strategic plan for the future. The Georgia Credit Union
Services Corporation proudly serves as a partner in helping
credit unions create opportunities based on organizational
strengths and build comprehensive plans of action to achieve
financial stability.
Planning
Models
Georgia Credit Union Services Corporation offers three planning
models: Tactical Planning, Scan-Driven Planning and Vision
Planning.
Tactical
Planning
Tactical planning is designed to generate consensus around
annual goals and budgets. It allows for examination of the
credit union's internal environment and then determines
how it can be improved. Once identified, tactical goals
are implemented for completion in a short period of time,
typically one year.
Scan-Driven
Planning
Scan-driven planning is designed to provide a credit union
with goals and action steps developed in reaction to a thorough
examination of key internal and external environmental issues.
With a consultative approach in mind, extensive information
is provided which focuses on current financial operations,
competitive issues, leadership and economic conditions and
their impact on the credit union in years ahead. The final
goals, action steps and budgetary considerations provide
the credit union with a plan of action that manages and
improves weaknesses and builds on the organization's strengths.
Vision
Planning
Vision planning is designed to analyze the credit union's
current financial condition, internal environment and competitive
and economic conditions, all from the members' perspective.
Also, trends are examined that may impact the credit union's
development of its vision in the future. In essence, vision
planning examines what it will take in the future to maintain
a vibrant role in the lives of members. Vision planning
requires a great deal of pre-planning effort and is long-term
in nature. Implementation typically takes up to five years.
Facilitation
Models
GCUS offers three types of facilitation options within the
three planning models: On-Site Facilitation, Pre-Planning/On-Site
Facilitation and Turn-Key Facilitation.
On-Site
Facilitation
Selecting on-site facilitation limits Affiliates staff involvement
in the actual facilitation of your planning session. However,
your facilitator will provide structured guidance and direction
for your credit union's board and management team as you
move throught the planning process.
Pre-Planning/On-Site
Facilitation
With pre-planning/on-site facilitation, your credit union's
leadership works with the facilitator to help identify and
determine the desired outcome of the planning process. During
the first phase, a GCUA representative will be responsible
for preparation of all pre-planning materials including:
- Pre-planning
surveys
- Key
financial analysis materials
- Materials
to promote thoughts/ideas and provoke discussion during
on-site facilitation
- Custom
planning session manual
- Audio/visual
materials
Phase
two of the process involves the on-site facilitation by
an Affiliates representative. The representative will provide
the necessary guidance for the board and management to complete
a successful planning session. The process will incorporate
the critical pre-planning information as a catalyst to making
the planning process a valuable experience with result oriented
outcomes. The preparation of the final planning document,
with goal and financial related information, is the responsibility
of your credit union.
Turn-Key
Facilitation
Turn-key facilitation provides your credit union with a
"package deal" in the design, facilitation and
final plan document production. Your Affiliates facilitator
is responsible for the creation and implementation of your
credit union's entire planning process, including pre-planning
activities, facilitation and the final document. The process
includes:
- Pre-planning
surveys (board/management)
- Optional
member surveys**
- Key
financial analysis materials
- Materials
to promote thoughts/ideas and provoke discussion during
the on-site facilitation process
- Custom
planning session materials
- Goal
development and post-planning follow-up and assistance
- Credit
union financial analysis materials for management and
board
- Audio/visual
materials
The
final document will provide you with a comprehensive success
plan that will include credit union related goals and objectives
and related financial and budgetary information.
**Member
surveys are priced separately
|
