Strategic Planning Services

Celeste Cook, a credit union industry expert, facilitates onsite management and board planning sessions. Celeste will customize a one or two day strategic planning program for your Board and/or Management team. She will partner with you to not only develop a one to two day strategic plan, but will also help you develop a detailed one-year action plan to help execute and implement your strategic plan. Her facilitation techniques and delivery style are engaging and interactive.

Celeste will also partner with you to help you achieve your strategic goals and increase growth and retention. She will work with your team to identify critical success factors (CSFs) that drive growth and retention. Celeste will partner with you to execute and implement your strategic action plan to ensure you achieve your results.  She will help you establish directive goals, accountability measures, tracking components, and benchmarks. She will provide you with unique programs and marketing strategies to help you achieve overall success…loan growth, profitability, and retention!

Contact Celeste to schedule your Strategic Planning Event today!