Succession Planning

Planning and Leadership Assessments

After a strategic organizational assessment, we provide assistance in helping the Board of Directors and the CEO determine the technical and leadership skill levels of the existing management team and identify which individuals would achieve success in leading the credit union in the future. We identify gaps in the experience and capabilities of the organization’s future leaders and prescribe a course of action to position selected team members for expanded roles and responsibility. Our exclusive focus on retail financial services provides us with the depth of knowledge and experience to help our clients maneuver through the growing demands of the financial services marketplace.