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From Static Plan to Resilient Strategy
From Static Plan to Resilient Strategy
Most strategic plans fail the moment they’re printed. Our expert-led consulting process transforms your strategy from a document in a binder into a living, dynamic framework that guides your credit union with clarity, purpose, and the agility to thrive in an uncertain future.
Most strategic plans fail the moment they’re printed. Our expert-led consulting process transforms your strategy from a document in a binder into a living, dynamic framework that guides your credit union with clarity, purpose, and the agility to thrive in an uncertain future.
Does Your Strategic Plan Drive Action or Gather Dust?
Does Your Strategic Plan Drive Action or Gather Dust?
For too many credit unions, the strategic planning process is a familiar ritual with little return. It begins with a well-intentioned offsite meeting and ends with a thick binder that sits on a shelf, disconnected from market realities and daily decision-making.
This leads to critical failures:
Decisions are made without a clear strategic filter.
There is no objective way to measure progress or define success.
Board and leadership lack a shared, up-to-date view of the business model.
Employees can't see how their work contributes to the organization's goals, breaking the line of sight from the boardroom to the front line.
A plan that isn't used is worse than no plan at all. It creates the illusion of direction while allowing for strategic drift.
A Rigorous Framework for a Future-Ready Strategy
A Rigorous Framework for a Future-Ready Strategy
We don’t just facilitate a meeting; we guide you through a proven, structured process to build a strategy that is both ambitious and actionable. Our hands-on consulting work is the foundation for your success.
1. Clarify Your Current State Business Model
1. Clarify Your Current State Business Model
Our process begins by creating a single-page blueprint of how your credit union operates, creates value, and sustains itself. This powerful framework ensures your entire leadership team and board are aligned on the realities of your business today.
2. Stress-Test Against Future Scenarios
2. Stress-Test Against Future Scenarios
We don't try to predict the future; we prepare you for multiple futures. We facilitate a rigorous process to identify critical uncertainties and build scenarios to stress-test your business model, resulting in a more adaptive and resilient strategic posture.
3. Define and Cascade Your Objectives 7 Key Results
3. Define and Cascade Your Objectives 7 Key Results
We work with you to translate your high-level strategy into clear, measurable Objectives and Key Results (OKRs). This creates an unbroken, transparent chain of accountability that connects the board’s vision directly to the daily work of your team.
Your Digital Strategy Command Center
Your Digital Strategy Command Center
The framework we build together doesn’t get filed away. It becomes a dynamic, interactive tool within the CU 360 Strategy Module. Your Business Model Canvas, Scenario Plans, and OKRs are embedded into a dynamic Scorecard, providing real-time visibility and ensuring your strategy remains an active part of your management routine.
What You Will Achieve
What You Will Achieve
Partnering with Glatt Consulting for your strategic planning will deliver:
✓ A Unified Vision and Shared Understanding of Your Business Model
✓ A Resilient Strategy Prepared for a Range of Future Scenarios
✓ Clear, Measurable Targets that Drive Performance
✓ Real-Time Visibility into Strategic Progress
✓ An Aligned Organization from the Boardroom to the Front Line
✓ The Clarity and Confidence to Lead Effectively
Is Your Strategy Ready for What's Next?
Is Your Strategy Ready for What's Next?
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