It’s that time of year again: strategic planning sessions are here. Once autumn hits, it’s not just football season—it’s planning season. Whether it’s finding a facilitator or gathering data, there are many steps we can take before the session to ensure the planning process goes smoothly.

Every year I blog about “10 Questions to Ask At Your Strategic Planning Session.” While those were applicable in 2014 and 2013 (and you can still use those this year as well), here some fresh questions for 2015. In fact, you can ask these questions in a pre-session survey of attendees (we do that with many of our clients).

Regardless of how you use them, below are ten questions you should ask during your strategic planning session.

  • What do you want your credit union or bank to look like in 2020?
  • How can we simplify how people do business with us?
  • If we could “fix” or improve one area of our financial institution, what would it be?
  • What is our merger strategy?

When the calendar flips to December, 2016 what do you want to say we accomplished this year?

Those are a few ideas to help you kick-start your strategic planning discussion. They are designed as open-ended questions to start your executive team and board of directors thinking.

What other questions would you add to the list?

 

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