Custom Consulting

In addition to our strategy consulting services, we are often called upon to complete projects customized to a client’s given circumstances and expectations. In most cases, we help define the strategy and execution paths to address client issues, utilizing our context, execution and budgeting, and tracking skill-set that defines our approach to strategy consulting.

The following listing highlights a few of the custom projects for which clients have requested our dedicated support.

• CEO Succession Planning/Policy/Search
• Board Succession Planning/Policy
• Social Media Strategy/Tool Development
• Merger analysis
• CEO Performance Appraisal
• Charter Modification/Expansion
• Brand Equity Development
• Member/Net Promoter Score Survey/Results Analysis
• Competitor Analysis
• New Credit Union Charter

If you are interested in receiving a price proposal for any of the projects listed above, or want to discuss a project unique to your credit union, please complete our contact request form or call our office at (888) 217-5988.