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If you’ve
ever been with an organization where the strategic plan gathers
dust on a shelf all year, then this program is for you! Find out
how to develop a brilliant growth-oriented plan that is lived out
every day by every person in your CU. Discover why many plans fail
and how to prevent that with yours, an easy no-fail way to prioritize
options while you’re planning and during implementation,
three key steps to take after the plan is created to ensure activation
and accountability throughout the CU, the one key benchmark for
testing all possible goals, strategies and action steps, and four
essential things every successful plan includes. A strategic planner
and former CU Board member, Jeanne shares practical ideas for getting
long-lasting growth-oriented results from your planning process.

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“Very good facilitator, stays on task, uses
personal examples, humorous, involves everyone, good eye contact.
Oh yeah—knows what she is talking about!” —Volunteer
Conference participant, Michigan CU League |
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“It has been our pleasure to work with a true
professional in both the planning and implementation of your
presentation. Our participants thoroughly enjoyed both your
presentations. Thank you, Jeanne, for your commitment to further
the professional development of individuals within the credit
union movement.” —Dennis Tanimoto, CEO, Hawaii
CU League |
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“The morning session was best. Jeanne
was a great speaker.” —Kansas CU Association participant |
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“Thanks for your great presentation today.
It helped me put many things into perspective that I've never
connected before.” —Tim Smith, VP Marketing, NWA FCU |
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“Very dynamic and knowledgeable.
Great presenter. Makes presentation very interesting and informative.” -
Annual Convention participant, Illinois CU League |
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