Strategic Planning Session | Credit Union Marketing Agency

“Our strategic planning sessions with On The Mark Strategies are always five-star. They don’t get stale and their team is always innovating every year. We’ve had them facilitate our planning sessions for years, and there really is no comparison.”

Cindy Beauregard

CEO, Heart of Louisiana Federal Credit Union
$144 million assets

“On The Mark Strategies facilitators lead where they see the conversation going. They introduce new ideas, but then let the planning session be the discussion between the actual participants. At the beginning you wonder how you’re going to get to something you can use moving forward, but On The Mark Strategies makes it happen every time.”

Karen Harbin

CEO, Commonwealth Credit Union
$1.9 billion assets

“On The Mark Strategies provided a solid agenda for our virtual strategic planning session and it worked perfectly. They knew where to draw the conversation, and it was just as effective as if we had been in person.”

Stephanie Rupert

CEO, Collins Community Credit Union
$1.4 billion assets

Create an actionable growth plan and get ahead of industry challenges.

How you plan, and if you plan, for the next 18 months will determine if your financial organization is still in business 10 years from now.

Don’t wait for things to slow down. Proactively plan now so you can lead your organization into a thriving future...no matter the external circumstances.

Unite Your Leadership Team and Board

Focus Your Strategic Initiatives

Create an Actionable Growth Plan

Strategic planning happens in three simple steps:

1. Pre-Session Research

2. On-site or Remote Facilitation

3. Post-Session Follow-Up

Testimonials

RelyOn Credit Union grew by more than 50% in most areas within two years of their On The Mark Strategies planning session.