STRATEGIC PLANNING & FINANCIAL PROJECTIONS
Strategic Planning & Financial Projections
Turning strategy into a practical roadmap for sustainable growth.
Helping Credit Unions develop realistic, sustainable and well-informed strategic plans, supported by detailed financial projections.
WDA works with Credit Union Boards and management teams to develop clear, practical strategic plans that reflect the organisation’s objectives, operating environment and future priorities. Our approach combines strategic planning with detailed financial analysis, helping ensure that strategic decisions are supported by realistic projections and a clear understanding of their potential financial impact.
A clear strategy
today builds a
stronger, more resilient
Credit Union tomorrow.
A Living Strategic Plan
Your Strategic Planning Document should be a living, breathing document that underpins key decisions and provides the foundation for ongoing reporting against performance indicators and agreed goals.
A well-developed and regularly reviewed strategic plan helps ensure your Credit Union remains focused, adaptable and well-positioned to respond to the needs of members and the changing financial landscape.
A strategic plan should not simply be produced and placed on a shelf. It should provide a practical framework for decision-making, performance monitoring and the ongoing development of the Credit Union.
Your Strategic Planning Document is a living breathing document
It underpins your every decision and you report on the key performance indicators and goal achievement on a monthly and quarterly basis…. or is your strategic plan gathering dust on a shelf?
The strategic vision of the Registrar is “Strong Credit Unions in Safe Hands”. The foundation on which this strategy is built is on the belief that strong, well-governed Credit Unions, led by volunteers and retaining their local identity should remain an important part of the financial landscape of Ireland.
In February 2019 The Central Bank issued it’s guidance report on the Business Model Strategy for the sector. (Download directly using button below)
Detailed within the report are the ten interrelated components to be considered when you are completing any business model risk assessment. We are now using these headers to assess all Strategic Plans.
10 Areas Every Strategic Plan Should Consider
The Central Bank’s guidance identifies ten interrelated components that can be considered when completing a business model assessment. WDA uses these areas as part of our approach to reviewing and developing strategic plans with Credit Unions.
Contact Us
Lets start a conversation
Whether you have a specific requirement or would simply like to discuss how WDA can support your organisation, our team would be happy to hear from you.
Get in touch today and one of our team will come back to you.
Prefer to speak with someone directly?
Call our team and we’ll make sure you’re connected with the right person.
