Strategic Planning Facilitation

Callahan Consultants Know Credit Unions
Whether it’s fine-tuning an existing plan or creating a new approach, Callahan consultants guide your organization through all the necessary steps to create an actionable and effective strategic plan. Whether it is a high-level industry overview to get your team excited and motivated to reach a new goal or a tailored, in-depth strategic planning session, the team at Callahan is ready to help.  Through our proven facilitation process, we deliver your team the tools to ask better questions, pinpoint the most promising opportunities, and drive successful outcomes.

When you hire a Callahan consultant, you're getting more than just one person – you’re getting the support of our entire team with more than 150 years of combined financial services industry experience.  Each consultant draws on our team’s past experiences, a deep network of connections with industry leaders and our time-tested analytics to ensure your organization is pursuing the strategies that are right for you.

An outside perspective can help your leadership team move above the day-to-day requirements to focus on the long-term strategic elements that will deliver impactful results. Leading up to your engagement and during our facilitated session, our team will:

  • Schedule a phone conversation to talk about your goals and priorities for your strategic planning session and how Callahan's facilitation fits into the overall agenda.
  • Review industry trends and identify how your credit union is performing in relation to them.
  • Provide expert facilitation of strategic topics, data analysis, and industry trends.
Contact us by filling out the form to learn more about strategic planning with Callahan & Associates. A member of our team will be in contact soon!
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