Planning Pro
The future of your credit union depends on a sustainable strategic plan, but strategic planning can be a lengthy and sophisticated process. Shaping a clear vision by developing a strategic framework and defining short and long-term goals that align with key performance indicators take commitment and resources.
Planning Pro streamlines processes by consolidating strategic initiatives into one real-time solution such as monitoring executive performance, corporate goals, and branch/operational goals. It adds value by focusing on goals, action steps, and KPIs and then facilitates the delivery of clean, current, and comprehensive reports to the board, management team and staff.
Key Features:
- Delivers real-time reporting to the board of directors that is as comprehensive as it needs to be for any given strategic objective
- Revises and updates strategic plan easily with multiple stakeholders using a single tool
- Strengthens team cohesion and communication through collaborative goal setting
- Creates plans that integrate strategic and organizational financials to promote visibility and drive performance
- Incorporates peer analysis, benchmarking and reporting.
- Ensures more transparency and accountability in the planning process
- Monitors team members’ progress on key priorities, goals, action items and more
- Creates and updates presentations automatically
To learn more about Planning Pro complete the “Get in Touch” form to your right.
