Dollar Associates feels strongly, based upon the experience we have gained in the credit union field, that it is the size of a credit union’s vision, much more so than the size of its assets, by which its long term success will be determined. We also recognize that every credit union is unique, as is its strategic planning needs.

Upon agreement for Dollar Associates to work with your credit union in the strategic planning arena, we will contact you to outline the specifics of the type of planning session that will fit your credit union’s needs. From a traditional SWOT (Strengths, Weaknesses, Opportunities and Threats) approach to a more specific approach tailored to your credit union’s individuality, we can facilitate a session specifically designed to benefit you. Whatever approach you prefer, our emphasis is always to work with you to assess your credit union’s foundation, evaluate its mission, measure its performance, stoke its vision, establish its goals and develop its roadmap to strategic success.

An integral part of the Dollar Associates strategic planning session is the “condition and future of the credit union industry” presentation which kicks off the process. Delivered by one of the Dollar Associates strategic planning facilitators, the presentation provides a unique perspective of the marketplace, regulatory, legislative and political landscape upon which your credit union will build its strategic plan.

Using the insider’s perspective gained by being at the forefront of every significant credit union issue addressed in recent years, the Dollar Associates team can help your credit union understand not only the landscape they will be building upon, but we can work with you to tailor your strategic goals and action steps to fit that landscape.