“If you don't know where you are going, you'll end up someplace else.”  - Yogi Berra

Too many credit union strategic planning sessions are reactive in nature. 6th Story's approach to strategic planning allows credit unions to build their own futures. It starts with a skilled facilitator. Our experts have helped hundreds of credit unions across North America plan and navigate meetings in a way that ensures the right topics are being discussed, participants' voices are heard, the vision is clear, and expectations are aligned.

A keystone of the 6th Story Strategic Planning Session is a strategic financial analysis. Credit unions have a philosophical mandate to optimize member value, while ensuring long-term financial sustainability. This robust report will set your credit union up for success by communicating in clear, easy-to-understand terms, how your financial strengths can be leveraged and weaknesses addressed.

Building a future-focused strategic plan requires a wide variety of expertise. 6th Story's expert speakers provide your board and senior management team with the knowledge and guidance you need to analyze your current situation, dream of a better future, and map out the path needed to get there. Whether it's financial analysis, environmental scans, technology and innovation thought leadership, lending operations, business development, marketing strategy, or nearly any other topic, we will match your credit union up with the industry's leading experts you need to deeply understand the trends and issues that guide your strategy.

6th Story's unique strategic planning methodology focuses on desirability, feasibility, and viability. What products and services are desired by your field of membership? What people, technology, and processes are needed meet those needs? And how are you going to pay for it? The resulting document clearly communicates "where are we?," "where are we going?," and "how are we going to get there?"