Nothin
g makes us more proud than pleasing our customers. Here’s a recent example from Gerber Federal Credit Union, of Fremont, MI.
After comparing several different options, the Gerber FCU Board of Directors chose ADVISA to lead their most recent strategic planning session. This was their third session during the past 10 years. While they knew that the time commitment and brainwork they devoted to defining dreams, analyzing threats and setting goals were important investments, they were surprised by the ongoing guidance for day-to-day activities the plan provides.
“I have been involved in probably 10-12 strategic planning sessions throughout my 35 years in business,” said Greg Zerlaut, Chairman of the Gerber Federal Credit Union Board of Directors. “This is the first time a strategic planning document has become a focal point that drives operations.”
“The marvelous tool is the Scorecard,” Greg said. “We have five major goals that are broken down into interim progress milestones. This has become the guts and core of our board discussions each month. It has evolved as a living document, as we have edited it several times for emerging issues.”
You can read the complete story by downloading it here.
How well does is your strategic plan drive implementation and achievement of goals? You can learn more about our specialized approach to organizational planning on this webpage, or reach out to us here.
