Callahan's Strategic Planning Services
Schedule an introductory call to learn more about Callahan’s Strategic Planning services. Together we’ll ensure your team is aligned, your strategy is clear, and your goals are within reach.
Why Choose Callahan?
At Callahan & Associates, we understand that no one knows your credit union, its members, and its community better than you do. That’s why we believe the most effective strategic plans are those that are truly owned by the credit unions themselves.
With over 180 years of collective experience, we provide the guidance and support needed to ensure your plan is not only aligned with your vision but also focused on driving your credit union forward.
How Our Strategic Planning Services Help Credit Unions
You know the outcomes you want to achieve; we have the experience and insights to get you where you want to go. Together, we’ll craft a session that works for you and your credit union. During your session, we'll:
- Facilitate The Conversation: Our experienced collaborators will organize and lead the discussions, ensuring that every voice is heard, and your team remains focused on the objectives.
- Provide Insights And Perspectives: We bring relevant insights from peer analytics, emerging trends, and what other leaders are saying is top of mind to help you validate and refine your strategies.
- Offer Unbiased Guidance: As a neutral third party, we offer experienced guidance to help you think differently about how to achieve your outcomes – without dictating the path that gets you there.
What To Expect From Your Facilitator
- Pre-Discovery Session: We’ll set up a scoping call to begin understanding your goals, pain points, and gaps in alignment to create a focused, meaningful agenda. A bespoke pre-event survey to leadership and the board is available as well and sets the stage for constructive conversations and aligned session outcomes.
- Session Preparation: We’ll take the insights from the pre-discovery session and craft the agenda and materials that fit your needs. Our analysts will pull custom peer benchmarking data, while we work to prepare any relevant examples, case studies, and/or actionable exercises.
- Focused Planning Sessions: Over a 1–2-day strategic session, we’ll guide your team through collaborative discussions, integrating relevant industry insights and data to drive productive and impactful outcomes.
- Post-Planning Support: After the session, we are available to share notes, perspectives, and answer any questions you may have to ensure your plan is solidified and the team received the most value possible out of your session.