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CUXCEL Virtual Credit Union Strategic Planning
Written by: Kevin Stang | Posted on: | Category:

There are many conflicting viewpoints on what to do about 2021 Strategic Planning. So, to help you answer this question, here are few pro’s and cons of scheduling a planning session sooner vs. later.

CONs for Planning within the next 3 months

  1. Planning via Zoom, Teams, WebEx, etc. just does not deliver the same ...
Credit Union Closing Branch Analysis
Written by: Kevin Stang | Posted on: | Category:

I was recently approached by more than one credit union asking for help in determining whether to reopen some temporarily closed branches - or keep them closed indefinitely. At first I was surprised, but the more I thought about it, the timing could not be better for a reshuffle. So, I decided to make a quick ...

Written by: Kevin Stang | Posted on: | Category:

The COVID-19 crisis has forced many credit unions to add new objectives to the top of their strategic plan. As a result, other objectives that were once deemed “crucial to success” have a lower priority and may not even get done. But it doesn’t have to be this way. This article takes the most common strategic plan objectives and preserves them by ...


1. Provide an Employee List 2. Pre-Launch Conference Call 3. We will Collect Responses & Report 4. Optional Presentation with a Full Report

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