Session Facilitation – Senior Management and Board (Two-Day Session Example)
In the first session with the board and senior management, we will review critical information about your credit union and other credit unions in your competitive market. We then discuss and analyze the information to gather strategic ideas during the session.
We will guide the participants through the framework of the session ensuring that all participants get a chance to speak frankly, that no single person or group dominates the discussion, and that the process moves smoothly without bogging down. A typical planning session may include the following discussion items:
- What are the trends and uncertainties we are facing?
- What attracts members to do business with us today?
- Creating a new vision for the credit union