The Maine Credit Union League is committed to helping credit unions succeed and improve the financial lives of their members––accomplished through advocacy, outreach, education, and a plethora of resources and services––including strategic planning.

Our strategic planning services are tailored to empower your credit union with the tools, insights, and strategies needed to achieve your goals and better-serve your members.

Why Strategic Planning Matters

In the financial services industry, staying ahead requires more than just reacting to change—it means anticipating it. A well-crafted strategic plan provides:

  • Clarity: Define your vision, mission, and long-term objectives.
  • Focus: Prioritize initiatives that align with your core values and member needs.
  • Agility: Adapt to emerging trends and challenges with confidence.
  • Growth: Drive sustainable success for your credit union and members.

What We Offer

Our strategic planning services are designed specifically for Maine credit unions, leveraging industry expertise and proven methodologies. Here’s what you can expect:

  • Customized Planning Sessions: Collaborate with our facilitator to create a strategic roadmap tailored to your credit union’s unique needs.
  • Data-Driven Insights: Gain a deeper understanding of market trends, member demographics, and competitive positioning.
  • Actionable Strategies: Develop clear, achievable goals and initiatives to guide your credit union’s growth.
  • Team Alignment: Foster collaboration and a unified approach among your full team.

Areas of Focus

  • SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats): Identify internal strengths and weaknesses while exploring external opportunities and threats to create a comprehensive strategic framework.
  • SOAR Analysis (Strengths, Opportunities, Aspirations, Results): Focus on strengths and opportunities while aligning aspirations with measurable results for a positive and action-oriented planning approach.
  • Environmental Scanning: Analyze industry trends, market conditions, and more to anticipate challenges and opportunities.
  • Mission, Vision, and Values Development: Refine or create mission, vision, and value statements that resonate with your credit union’s goals and culture.
  • Strategic Goal Setting: Define short-term and long-term goals with clear priorities, timelines, and measurable outcomes.
  • Action Plan Creation: Develop detailed action plans that outline specific steps, responsibilities, and resources needed to achieve strategic goals.
  • Custom Agendas: Work with our League facilitator on an agenda that best-fits the needs of your credit union.

If your credit union is interested in having the League facilitate a strategic planning session, please contact Jake Holmes, Director of Outreach & Strategic Planning, at jholmes@mainecul.org for more information.