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CU Solutions Group: Manage, monitor and measure your strategic plan better with Planning Pro

Tuesday, March 12, 2019   (0 Comments)
Posted by: CU Solutions Group
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Every credit union invests valuable time, money and effort into strategic planning. Even with the best intentions, it’s difficult to anticipate all the complexities and challenges it takes to develop a thorough strategic plan. You expend endless hours of your time to identify, define and oversee your credit union’s key priorities, goals and action items, but your time is in high demand and in short supply.

So, how can you deliver a thoughtful strategic plan and deploy scarce resources given your time constraints? Planning Pro, our collaborative, automated solution streamlines the process by meeting all your planning needs.

Manage, Monitor and Measure the Planning Process

Pressure continues to mount for credit unions to develop coherent, forward-thinking strategic plans that include all the bells and whistles like metrics, benchmarks and real-time reporting. Planning Pro is a sophisticated, user-friendly tool that gives you the capability to render a comprehensive plan that consolidates strategic initiatives, monitors executive performance, as well as corporate and branch goals, and measures Key Performance Indicators, all while eliminating the frustration from the planning process.

One Real-time Solution to Help You Shape a Clear Vision

With Planning Pro, you will be able to collaboratively imagine your credit union’s future. Planning Pro is solution-strategy planning; a comprehensive, cloud-based tool that engages your entire management team in the planning process.  With Planning Pro, you create a living document that automatically updates presentations, uses call report data to bring the right questions to the table, compares peer data, surveys your employees and more.

Get the Results Your Credit Union Wants

Make your lives easier during the planning season. Get rid of the exhaustive spreadsheets and files. Planning Pro is the only tool you will need. It adds value for your board and leadership by mapping out strategic issues, priorities and direction. Planning Pro captures the results to guide your credit union to a sustainable future.

Look at all the benefits Planning Pro delivers:

  • Ensures more transparency and accountability in strategy execution
  • Monitors team members’ progress on key priorities, goals, action items and more
  • Delivers real-time, comprehensive reporting to your board of directors
  • Automatically alerts team members of any changes to relevant assigned tasks
  • Strengthens team cohesion and communication through collaborative goal setting
  • Incorporates peer analysis, benchmarking and real-time reporting

Put an end to the stress and hassle of your credit union’s planning process, and be empowered with more confidence in board meetings, contact CCUL Director of Business Solutions Susan Allred at 800.822.8859, ext. 417 or sallred@carolinasleague.org to learn more. 


Contact Us

NORTH CAROLINA

323 West Jones Street
Suite 200
Raleigh, NC 27603

800-822-8859 Phone
919-573-0474 Fax

SOUTH CAROLINA

PO Box 1787
Columbia, SC 29202

800-822-8859 Phone
803-732-4268 Fax