Tom Glatt, Jr. to Speak on Innovative Techniques for Strategic Planning

Glatt Consulting’s Tom Glatt, Jr. will speak on Innovative Techniques for Strategic Planning at CU Conferences’ National Directors Roundtable Conference. The conference is scheduled for October 8 – 12, 2012 and will be held at the Paris Las Vegas Hotel and Casino.

Session Description

Strategic planning is a critical activity for boards and management teams, but most CUs continue to plan like it’s 1995. Learn to move your CU from the vague business of defining a future “vision” and setting disconnected financial goals to intentional planning defined by clear operating context and health-driven financial performance objectives.

Defining Context and Financial Performance – The board shares responsibility with the CEO for setting or defining a credit union’s strategic focus. Tom Glatt, Jr. will discuss an effective means of defining organizational focus that supports both current and future endeavors and that leads to connected tactical/execution strategies and a healthier financial framework.

Linking Execution Strategy to Context and Financial Performance – The management team, led by the CEO, has the primary responsibility to define tactical strategies that support long-term strategies and financial performance expectations. Learn how your board can develop a process for the creation of execution strategy that correlates to board-defined context and financial performance objectives, without undermining the CEO and management team responsibilities.

Tracking and Reporting – The board has a fiduciary duty to analyze performance, both in terms of adherence to context and attainment of financial objectives. Too often, however, the metrics that boards use in monthly meetings are not directly connected to the metrics that illustrate strategic performance. Discover methods of tracking and reporting that focus the board’s attention on relevant, meaningful performance data.

Extending the Plan – Beyond defining organizational focus and performance expectations, stra- tegic plans can be used to underpin CEO and executive performance evaluation, branding strategy, merger opportunity analysis and more. Learn how to turn your strategic plan into an indispensible tool rather than a lifeless collection of paper.

Conference Description/Details

Conference details and registration available at:

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