Strategic Planning for Credit Unions

The ISL Planning Cycle

ISL’s planning process is centered around an annual planning cycle:


Craig-at-Table-1131Throughout the process, we promise to:

  • Make the best use of every minute of your time
  • Stick to our roles as planning facilitators and not assume we know what’s right for your CU
  • Adapt the process to fit your CU’s needs
  • Respect the contribution of each person


ISL’s role goes beyond facilitating your annual planning session. It includes:

  • Producing final documents
  • Providing needed support throughout the year
  • Facilitating annual Strategic Plan updates

In fact, most clients have a long-term relationship with ISL that spans many years, some over a decade.