The Big PictureNo Wordsmithing or SWOTs

Exclusive Planning Process“OneTeam Credit Union Planning”

Real Working PlanNot a Shelf Ornament

Strategic Planning for Credit Unions » 2016

www.creditunionplanning.com(630) 416-7971 | info@islconsulting.com

Leaders in Credit Union Strategic PlanningUnparalleled Experience and Expertise

» 528 CU planning sessions

» 45/50 states plus PR, Canada and DC

» 16,896 hours facilitating CU planning sessions

» 6 year average client relationship

Strategic Planning for CUs is all we do. But we do morethan just facilitate planning sessions. We build your CU’songoing capability to create future-focused plans, takeaction, and achieve results. Most clients bring us back yearto year, some for over a decade. Many graciously attributetheir long-term success to their ISL relationship.

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“No other strategic planning consultants have challenged ourboard and senior team to move forward the way ISL has.”

Jeff March, Citadel Federal Credit Union (PA) // Client since 2000

"The planning disciplines ISL instilled in our culture helpedus recover from the economic downturn faster thanbelieved possible. ISL's role in our survival and successcannot be overstated."

Wally Murray, Greater Nevada Credit Union // Client since 2001

“Board and management are engaged to think about wherethey want to be in the future. For 25 years, this is the firstprocess that works for me as a leader.”

Cheryl DeBoer, Advia Credit Union (MI) // Client since 2005

"By focusing on Strategic Planning throughout the year, wedo not lose sight of the objectives that we have set for thecredit union."

Alan Meyer, 1st MidAmerica Credit Union (IL) // Client since 2008

I N S T I T U T E F O R S T R A T E G I C L E A R N I N G, L L C

How “OneTeam Credit Union Planning” Works» Before the planning session, board and management

jointly identify key "Tough Choice Decisions" about thefuture of the CU, such as:

• How much do we want/need to grow? Why?

• How much risk are we comfortable with?

• Should we aggressively pursue mergers?

» During the planning session, board and managementjointly resolve the Tough Choice Decisions and develop aStrategic Plan for the next 3-5 years.

» At the end of the session, participants walk out of thedoor with a draft of the Strategic Plan they have createdtogether.

» After the session, board and management meet againto create a Strategic Scorecard. The Strategic Scorecarddefines what strategic success will look like in 3-5 yearswith annual numerical targets.

Developed over 20 years, ISL’s OneTeam Credit Union Planningmethod is a one-of-a-kind planning process.

Working together as a team, board and managementjointly make critical strategic decisions about the CU’s

future. They then create a Strategic Plan collaborativelytogether. The result is OUR PLAN – not just the board’s planor management’s plan.

“OneTeam Credit Union Planning”

The “OneTeam Credit Union Planning” Method

Keys to its success are:» Staying strategic and never getting into the weeds

» Respecting the individual roles of board and management

» Being highly efficient in the use of time

» Turning plans into results and actions

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“The credit union has used ISL for a number of years. They keep us focused and on trackwhile utilizing their years of experience in the industry. We definitely believe they bringvalue to the process.”

Larry Coverstone, R.I.A. Federal Credit Union (IA)

“After a merger of equals,” as CEO, my challenge was to bring together two boards,management teams, and staff groups in a single cohesive organization. ISL’s planningprocess made a significant contribution to helping us achieve that goal.”

Andy List, Option 1 Credit Union (MI)

Throughout 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

» Be flexible and open to adapting 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

www.creditunionplanning.com(630) 416-7971 | info@islconsulting.com

ISL’s exclusive planning process occurs through an annual planning cycle:

STRATEGICPLANNINGSESSION

COMPLETEPLAN &FOLLOW UP2 3

» Strategic Progress Assessment

» Tough Choice Decisions Made

» Strategic Plan Created

» Strategic Scorecard» Operational Plan» Plan Documents

Finalized

ADVANCE PLANNING MEETINGS1

» ISL Strategic Briefing» Tough Choice

Decisions Identified» Preparation for

Planning Session

ANNUAL PLAN UPDATE QUARTERLY REVIEWS

The ISL Planning Cycle

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“During our long-term relationship, ISL has been flexible and dynamic in their approach,continually updating the way we look at, discuss, and organize our Strategic Plans,providing a “fresh” experience for participants.”

Bob Teachworth, Denali Federal Credit Union (AK)

“Through the ISL process, we extended our planning timeline to a 3-5 year business planwith clear metrics to identify how well we’re performing at achieving our objectives.”

John Goff, Keesler Federal Credit Union (MS)

A Real Working Plan

www.creditunionplanning.com(630) 416-7971 | info@islconsulting.com

A Real Working Plan

Three concrete end products are produced at the endof each annual planning process.

END PRODUCT #1:

Complete Strategic Plan Documentfor Board Adoption

END PRODUCT #2:

Custom-branded Strategic Plan Executive Summary

END PRODUCT #3:

Strategic Planning Quarterly Report

THE MOST IMPORTANT END PRODUCT:

The Strategic ScorecardIncluded in all three documents, the Strategic Scorecard is thesingle most important final product. It’s the key element boardand management will come back to throughout the year totrack strategic progress and gauge strategic success.

» Dr. John Redding is a leading authority on Strategic Planning,authoring two books on the topic, including Strategic Readiness. John has 30 years of experience as a Strategic Planning facilitator spanning a range of industries. His doctorate is from Northern Illinois University where he also served on the graduate school faculty.

» Dr. Craig Younkman has extensive experience as a creditunion volunteer, serving as chairman of the board of directorsof a large, successful Midwest credit union. He has 29 years ofexecutive experience, with 19 of them as the CEO in publicschool districts. Craig holds a Ph.D. from the University ofMichigan and has served as a adjunct professor at SpringArbor University.John Redding and Craig Younkman