Governance and planning for credit unions and non profit organizations

The world is moving so fast these days that the man who says it can't be
done is generally interrupted by someone doing it.
- Elbert Hubbard

... be on your team. It is difficult to be a volunteer or executive in a credit union or 501(c)(3) today. Since 1981 we have helped organizations like yours to resolve issues, create stabilizing policies, and develop plans that help you continue and accelerate your successes.

We have divided your challenges into three major categories, governance, strategic planning, and training. When you are looking for board training by on-site and Webinars, when you want to resolve power or authority disputes before they injure the organization, when you want to take your planning to the next level, or when you want to simply challenge the status quo, because that's what leaders do, let us train, facilitate and coach to support what only you can do, keep or make your organization successful.

In the governance arena, projects include developing governance policies, board governance policies that provide you with organizational stability, increased board capacities, en effective volunteer efforts. Great governance policies also delegate specific authority to management with accountability. A popular service is the Board Agenda Packet Weight Loss project where we help boil down unwieldy tomes into essential preparation tools. Our governance policy projects range from turnkey to coaching.

In the planning arena, our facilitation services are available at whatever level you want, from creating strategic plans with p over-the-horizon visions, to annual goal setting. We can help you gather essential information, competitive intelligence, so you are capable of continually in possessing the information that should inform your plans, to gather it, share it, collaborate on it, and prioritize the essential knowledge from which to create winning strategies.

Give us a call or send us an email. There's no obligation or charge for a focus session to talk about your interests.