Are you ready to make the most of this rite of sum­mer?

Credit Union Journal - - Editor’s Note -

THOUGH MOST OF DON’T HAVE SUM­MERS OFF, MOST of us also spent the first 18 or more years of our lives hav­ing sum­mers off, and so we some­how ex­pect that th­ese hot, sunny days will be more quiet than the rest of the year. Of course, if you have school-aged chil­dren and you sud­denly have to fig­ure out where they’re go­ing to be while you are work­ing in­stead of safely en­sconced in a class­room, it can be quite the op­po­site, but strangely enough, still we as­so­ciate sum­mer with hav­ing more time for such things as va­ca­tions and projects…and strate­gic plan­ning.

Yes, it’s that time again: the an­nual ritual of set­ting aside time to re­fresh, re­vamp and re­think longterm goals (and how to achieve them). But will you come out of it feel­ing re­freshed…or re­fused? Will you see it as valu­able time spent, or mourn­fully say­ing to your­self, “Well, I can never get those eight hours back…”

Be­cause the only thing worse than a re­ally long meeting is a re­ally long meeting with no mean­ing­ful out­come, CU Journal asked some strate­gic plan­ning ex­perts to iden­tify some of the most com­mon mis­takes credit union lead­ers make when they head into their strate­gic plan­ning ses­sions – and how to avoid them (as well as how to fix them if you’ve al­ready made them).

While they iden­ti­fied a num­ber of real doozies, there’s one that stood out for me: the num­ber of CUS that sim­ply don’t do any strate­gic plan­ning. For many, it’s a mat­ter of man­power and re­sources – when you only have a hand­ful of peo­ple, it can be all but im­pos­si­ble to carve out the time for this process.

That only makes it all the more im­por­tant to op­ti­mize the time you have — and that’s what our spe­cial re­port is de­signed to help you do. On pages 10-14, you’ll get ex­pert tips to help you get the most out of your strate­gic plan­ning — as well as your reg­u­lar, day-to-day meet­ings.

Edi­tor in Chief Lisa Free­man can be reached at lisa. free­man@source­me­dia.com.

Lisa Free­man Edi­tor in Chief

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