Select the search type
  • Site
  • Web

Strategic Planning

Moebs Services’ approach to strategic planning is based on two working phases. 

Phase I is a three day planning session with the your institution’s senior leadership. Moebs $ervices will provide two people to assist with this three-day event to provide input and recommendations based on trends and directions in the credit union and financial services industry and your institution. Mike Moebs’ participation will be that of an economist to offer his thoughts and analysis regarding industry trends, directions, and assist in identifying specific opportunities for your institution to exploit based on its capabilities and culture.

Phase II is the presentation of the strategic plan to the Board of Directors. Mike Moebs will work with the executive team of your institution to present the strategic plan to the Board of Directors and answer any questions that arise during that process.                      
The three day strategic planning session with the leadership team should take place at least 2 months prior to the Board of Director’s meeting. This will provide ample time to integrate and put in planning format the thoughts/suggestions that result in preparation for the Board of Directors meeting.

For more information or to schedule an appointment to discuss a Strategic Planning Session email us at or call 1-847-615-8000.