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

Philosophies

Results come from actions. Actions require priorities because no organization has unlimited resources. Therefore, planning is one of the most important tasks any organization performs to continue its record of success. Your organization can gain greater control and attain greater success by identifying and anticipating uncontrollable aspects of the world in which you operate, clarifying meaning and purpose, and planning controllable aspects. We can assist you in one or more tiers of planning  in program choices defined

A major study by the Filene Research Institute confirmed what our
experience was telling us. Planning and evaluating progress against
the plan is the priority activity for a board of directors.

Assess Your Planning Process

Does your current planning process measure up? Answer six questions and find out in two minutes:

Take Our Planning Process Questionnaire

Here are some questions to help you determine if your planning process addresses all the things, and contains all the kinds of ingredients, that will assure your continued success against all odds.

   1. Do you have core values, 3 to 5 single words that define your culture, the principles that your organization would care about no matter what business you are in?

   2. Does your mission statement answer the question, “Why are we in business?” in a single sentence that focuses on the major things you do to produce a positive outcome for all whom you serve?

   3. Is your corporate vision statement focused on the communities you serve, ideals you want to see manifested in several decades:  E.G.  improved qualities of life, wrongs righted, prevent the end of something good?

   4. Have you developed one or a few statements of strategy, enterprise strategies, ’behaviors’ that guide management: geography, niche market, brand, market creation … things that set you apart from all the others?

   5. Does management have the job of developing measurable ‘ends’ to achieve from 1 to 10 years in the future?

   6. Does management involve all the employees in developing the operational goals that foster execution?

If you can answered “Yes” to each of these, your planning has the best chance of helping your credit union or other organization continue its success for future generations.

If you had two or more “No” answers, and want to address your process, review our Strategic Planning Model or call now 850-559-7094 to discuss how to have the most “strategic” process ever. 

Customized to Suit Your Needs

Here’s one more reason Dan Clark Associates ensures planning success. We understand that no two organizations are alike. We celebrate and respect your uniqueness. The fact is, we help you define and clarify what makes you unique as we help you move through your process. Although we have a planning model, we do not push a “cookie-cutter” approach or give “we-know-best” lectures.

Because we believe that a knowledge or perception or intuition about the future needs to be held by your leaders, it is not our practice to be your sole data source. Our stand is that your leaders need a combination of information collected themselves and bought from full-time environmental scanners and futurists. We are happy to share our learned  perceptions to enhance your own research. We will guide you through information-gathering that will serve our upcoming project. That information-gathering process can and should become a matter of routine for your leaders. Scanning for what could happen in the next ten years is as – perhaps more —  important than reviewing what’s happend in the last couple years.