A virtual strategy session is much like an in-person session. The desired outcomes, or session objectives, must be identified and achieved and the dialogue and discussion remain critical for participants to gain value from the session. The key differences are in how you accomplish the above in a virtual environment.

COVID-19 has changed 2020 strategic planning plans for many credit union senior teams and boards. Whether you're planning to engage with Callahan & Associates or another outside facilitator, we've pulled from our years of virtual event experience to put together this best practice guide for the industry.

Download this complimentary resource and learn:
  • The roles and responsibilities of you, your team, and your facilitator.
  • How to structure your session.
  • A pre-engagement check list.
  • How to conduct a successful virtual planning session and how to keep participants engaged.
  • Three tips for keeping the conversation going post-engagement.

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