Strategic Planning for Credit Unions

Clients & What They Say

ISL extends its appreciation to the 150+ CUs who have partnered with ISL since 1994 – including the CUs whose testimonials are provided below.

The stories of these CUs have several things in common. Each is achieving strong results despite obstacles outside of its control. Each is optimistic and enthusiastic about the opportunities that lie ahead. And each graciously attributes part of its success to its relationship with ISL.

According to these CUs, what makes ISL’s planning approach effective? An ongoing relationship, not a one-time event. A concrete product. Accountability for measurable results. Board/senior team consensus on critical decisions. Industry best practices. Follow-up and follow-through.


“By continually focusing on the Strategic Planning process throughout the year using the ISL approach, we do not lose sight of the objectives that we have set for the credit union.”

Alan Meyer, CEO
1st MidAmerica Credit Union
Bethalto, IL

“The disciplined approach from ISL results in a high level of engagement from the board and management. The ongoing review assures that we do not walk away with a few clever ideas that are quickly forgotten. We are certainly looking forward to revisit the plan on a quarterly and annual basis.”

David L Leusink, CEO
4Front Credit Union
Traverse City, MI

Advia Credit Union

“For 25 years, this is the first strategic planning process that worked for me as a leader. Board and management are engaged to think and analyze where they want to be in the future. When the process is complete we end up with a REAL working plan – not a plan sitting on the shelf getting dusty.”

Cheryl DeBoer, President/CEO
Advia Credit Union
Parchment, MI


fort-lee-h“ISL really raised the bar on strategic planning for our credit union and has been instrumental in guiding us toward growth and profitability. They provide more than just a single meeting or retreat—they guide you on a planning journey that starts several months prior to the actual planning session. Through this process, ISL helps   pull together the leadership team and Board in a productive partnership, resulting in a multi-year plan with measurable goals and a formal action plan with timelines.” 

Patsy Stuard, President/CEO
Fort Lee Federal Credit Union
Prince George, VA

Greater Nevada Credit Union

“The planning disciplines ISL instilled in our culture helped us recover from the economic downturn faster than believed possible. ISL’s role in our survival and success cannot be overstated.”

Wally Murray, President/CEO
Greater Nevada CU
Carson City, NV


ria“The credit union has used ISL for a number of years in our strategic planning. They keep us focused and on track while utilizing their years of experience in the industry to facilitate the meeting. We definitely believe they bring value to the process.” 

Larry Coverstone, President/CEO
R.I.A. Federal Credit Union
Bettendorf, IA


“ISL business planning process led our board and management team through a collaborative effort that produced a manageable and measurable three-year plan and enhanced team building between board and management.”

Randy Smith, President/CEO
TLC Community Credit Union
Adrian, MI