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NCUA’s New Online Training Outlines Fundamentals of Strategic Planning
Thursday, September 15, 2016 6:45 AM

Credit union board members can learn more about the fundamental concepts of strategic planning in a new online training series released today by the National Credit Union Administration.

The new four-part series, available here, provides an overview of the strategic planning process and best practices for developing a successful strategic plan. Viewers will learn more about:

  • How to prepare for a strategic planning meeting,
  • Who should be involved during the planning process, and
  • How to set strategic goals.

The video also provides a sample strategy for successfully completing and implementing goals identified in the strategic planning process.

After watching the videos, viewers can take an online test to measure what they have learned and earn a certificate of completion if they have a satisfactory score.

Created by NCUA’s Office of Small Credit Union Initiatives, the online training module on strategic planning is part of a video series covering a variety of subjects important to credit union boards, such as effective board management, credit union policies and procedures, and mergers. More information is also available on NCUA’s Small Credit Union Learning Center available on