Strategy and Planning

Strategy and planning are crucial for credit unions to remain competitive and resilient in a rapidly evolving financial landscape. A proactive approach helps them anticipate changes, identify growth opportunities, and align operations with long-term goals to better serve members and adapt to challenges.

Copied to clipboard!

Why it matters

Strategy and planning are essential for credit unions to thrive in today’s rapidly changing financial landscape. By developing a clear, forward-looking strategy, credit unions can align their resources, operations, and member services with long-term goals, ensuring they stay competitive and resilient. Strategic planning enables credit unions to anticipate market trends, regulatory changes, and shifting member needs, while also identifying opportunities for growth and innovation. This proactive approach not only strengthens the credit union's ability to serve its members effectively but also fosters organizational agility in responding to challenges and disruptions. Filene has the resources and solutions to help your credit union to strategically plan for the future.

Copied to clipboard!

Research in this topic

View All

Report #647 | Jun 27, 2025
Innovation Strategy and Planning Attracting and Engaging Younger Members

FiLab: Credit Union Landscape Report
Disruption has shifted from a trend to reality—our new norm! As growth continues to slow and consumer expectations accelerate, CUs are being pushed to rethink how they operate, innovate and deliver distinct value. FiLab's new CU Landscape report offers a powerful snapshot of today's most pressing challenges—and the clearest opportunities to move forward. This overview is the first in a series to help CUs make sense of the disruption, prioritize what matters and discover pathways forward.
Report #646 | Jun 24, 2025 | Members
Board Governance Strategy and Planning Culture Benchmarking and Key Performance Indicators

Credit Union Governance Risk Assessment Tool
- Amy Hillman
Is your credit union's governance helping you lead with confidence—or holding you back? Take this quick, 14-question assessment to uncover strengths, identify gaps and provide you with tailored insights to enhance your board's effectiveness.
Report #644 | Mar 27, 2025
Attracting and Engaging Younger Members Strategy and Planning

Speed of Change: Credit Union Online Communication Strategies in the Age of Social Media
- Katie Brown
*10-Minute Read: The strategies shared in this brief include actionable guidance to help credit unions understand the value of prioritizing social media, the best ways to navigate social media trends, and turnkey ways to connect authentically with younger audiences, ultimately leveraging social media as a key tool for growth.
Report #642 | Feb 20, 2025
Strategy and Planning Innovation Financial Well-being

The Ecosystem Advantage: Unlocking Entrepreneurial Potential Through Ecosystem Collaboration
Entrepreneurial ecosystems are naturally interconnected, with each component relying on the others to create an environment that fosters growth and sustainability— making credit unions essential to their overall health. This report serves as an action blueprint for credit unions seeking to take meaningful steps in building their entrepreneurial ecosystems—supporting the growth of small businesses and the communities they serve.

More opportunities

View All

Blog | Jun 26, 2025
Attracting and Engaging Younger Members Innovation Strategy and Planning Artificial Intelligence

Thinking Forward: Payments Meet Flexibility, at EDGE
When, where, and how people move money has changed dramatically over the last few years, and according to several conversations at the EDGE Conference in Las Vegas last month, the pace is only set to increase. Read here what might be next for money movement in the U.S., and how credit unions can begin preparing themselves to stay top of mind for members.
Blog | Jun 26, 2025
Strategy and Planning Innovation Culture

Going Digital Without Losing Distinction: Credit Unions and the Power of Personalization
- Gerald Kane
Read this blog to learn about several approaches credit unions can use to create unique digital experiences that set them apart from big bank and fintech competitors.
Blog | Jun 17, 2025
Strategy and Planning Innovation Culture

Crafting a Winning Digital Strategy: Essential Insights for Credit Union Executives
- Gerald Kane
Read this blog to understand what a good digital strategy contains and how to build and maintain one together for your credit union.
Blog | Jun 11, 2025
Strategy and Planning Innovation Culture

Designing Your Organization for a Digital World: It’s Not About Technology—It’s About People
- Gerald Kane
Read this blog to understand why people, more than technology, determine the fate of successful digital transformations and what this means for credit unions.

Membership

Big Questions We're Asking

Topics in Action

Blogs

Research Reports

Quarterly Action Plans

Podcasts

Centers of Excellence

Advisory Services

HerMoney

Incubator

FiLab

Test with us

Testing Communities

DIY

The Cooperative Trust®

Filene i3

Think Tank

Inner circle

Supporters

Our People

Press Hits

Contact

Careers

Search

Browse by Type

Strategy and Planning

Why it matters

Research in this topic

FiLab: Credit Union Landscape Report

Credit Union Governance Risk Assessment Tool

Speed of Change: Credit Union Online Communication Strategies in the Age of Social Media

The Ecosystem Advantage: Unlocking Entrepreneurial Potential Through Ecosystem Collaboration

More opportunities

Thinking Forward: Payments Meet Flexibility, at EDGE

Going Digital Without Losing Distinction: Credit Unions and the Power of Personalization

Crafting a Winning Digital Strategy: Essential Insights for Credit Union Executives

Designing Your Organization for a Digital World: It’s Not About Technology—It’s About People

Related topics in action