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2020 Strategic Planning

  • 1.  2020 Strategic Planning

    Posted 11 days ago
    Hello,
    I hope that you all are doing well! I was curious to know if any of you are doing a Strategic Plan Meeting and if it is being done virtually? What ideas are there that many of you may have to still have it formal as if they were in person? Usually, they have the meeting at a nice hotel with continental breakfast, snacks for a morning and afternoon break, then lunch.
    Thank you,

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    Angel Hanrahan
    Executive Administrator
    Zia CU
    Los Alamos NM
    505.663.3551
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  • 2.  RE: 2020 Strategic Planning

    Posted 10 days ago
    Good Morning Angel,
    We have never had a formal meeting such as yours. I will say all of our meetings, including strategic planning, are occurring virtually.

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    Stanton Davis
    Chief Experience & Innovation Officer
    Avadian Credit Union
    Birmingham AL
    205.985.2828
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  • 3.  RE: 2020 Strategic Planning

    Posted 9 days ago
    Hi Angel - Our meeting was similar to what you've described in the past and is moving to virtual this year. We are still having the same facilitators and allotting the same amount of time. While virtual takes away the networking component we did try to still give some of the same experience by providing a meeting care package ahead of time. It has some cu swag, individually wrapped snacks, gift card for lunch, new tumbler, pens, pads of paper etc. a meeting agenda and the board also got a small gift. Obviously not the exact same but something to try to give board and executive team a "feel good". Hope this helps - have a wonderful day!

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    Robyn Heron
    SVP/Marketing
    PFCU
    Portland MI
    517.647.7571
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  • 4.  RE: 2020 Strategic Planning

    Posted 6 days ago
    We are having annual strategic Planning meeting as planned in Nov.  IT will be held at a large event planning facility and we can spread out more than usual.  We did not want to do virtual.

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    David Proffitt
    President/CEO
    Alcoa Tenn FCU
    Alcoa TN
    865.380.6262
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  • 5.  RE: 2020 Strategic Planning

    Posted 5 days ago
    We just had ours at a local country club. We had several participants and our Baldrige coach remote, the other 20 of us were in person, with socially distant tables (it was a huge space, 80'x40'). I set each person up with a microphone connected to an audio mixer, and tied that into the zoom meeting and PA system in the room. I then setup Kindle Fire Tablets dialed into the same zoom meeting (and did not join audio to avoid feedback). This ensured that all participants could be heard, seen, and they could see the presentation if they were on the far side of the room. It worked out really well, but was a ton of work to test and setup (I had nearly 1200 feet of power, microphone, and USB cables). You may find it easier to hire a local video production company but it would be expensive.

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    James Stock
    Chief Technology Officer
    USF FCU
    Tampa FL
    813.569.2000
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