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A Comprehensive Approach to Planning & Program Development

Strategic Process Management delivers a full spectrum of services that are individually tailored to the sector, market, position, and growth perspective of the individual client.

A Comprehensive Approach to Planning & Program Development

Strategic Process Management delivers a full spectrum of services that are individually tailored to the sector, market, position, and growth perspective of the individual client.

SPM Services

Strategic Planning

Organizational Level Activity

– Purpose & Focus
– Organizational Pillars
– Industry Strategic Value Assessment
– Credit Union Strategic Value Assessment
– Strategic Leadership Blueprint

Department Level Activity

– Industry & Department Analysis
– Goal Identification & Forecast
– Strategies & Timelines

Goal/Strategy Confirmation
Strategic Data Collection
Composite Data Evaluator
Strategic Report & Graphs
Year to Year Review

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Strategic Planning

Organizational Level Activity

Purpose & Focus
Organizational Pillars
Industry Strategic Value Assessment
Credit Union Strategic Value Assessment
Strategic Leadership Blueprint

Department Level Activity

Industry & Department Analysis
Goal Identification & Forecast
Strategies & Timelines

Goal/Strategy Confirmation
Strategic Data Collection
Composite Data Evaluator
Strategic Report & Graphs
Year to Year Review

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Visionary Leadership

Industry & Departmental Research
Becoming a Departmental Expert
Developing Strategic Vision
Strategic Forecasting Outlook
Value to CEO & Board of Directors
Integration with Senior Management Team

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Visionary Leadership

Industry & Departmental Research
Becoming a Departmental Expert
Developing Strategic Vision
Strategic Forecasting Outlook
Value to CEO & Board of Directors
Integration with Senior Management Team
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CUSO Business Development

Opportunity Identification
Market & Competitive Research
Best Approach to Market
Business Plan/Financial Resources
Outreach to Acquisition Candidates
Organization Plan of Action
Process & Systems
Legal & Compliance
Launch & Marketing

CUSO Business Development

Opportunity Identification
Market & Competitive Research
Best Approach to Market
Business Plan/Financial Resources
Outreach to Acquisition Candidates
Organization Plan of Action
Process & Systems
Legal & Compliance
Launch & Marketing
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Digital Transformation

Current State of Technology
Analysis of Needs & Desires
Digital Vision & Forecast
Information Management
Vendor Presentations & Analysis
Confirmation of Strategy & Partners
Implementation Plan & Timelines

Digital Transformation

Current State of Technology
Analysis of Needs & Desires
Digital Vision & Forecast
Information Management
Vendor Presentations & Analysis
Confirmation of Strategy & Partners
Implementation Plan & Timelines
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Project Management

Commitment to Project Management
Appointment of Project Management Guru
Vendor Presentations & Analysis
Confirmation of Platform
Identify Users & Responsibilities
Training & Setup
Departmental Input
Monitoring/Project Management Meetings

Project Management

Commitment to Project Management
Appointment of Project Management Guru
Vendor Presentations & Analysis
Confirmation of Platform
Identify Users & Responsibilities
Training & Setup
Departmental Input
Monitoring/Project Management Meetings
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Wherever your organization is today,
envision the possibilities of where it could be tomorrow with SPM.

What are the challenges?
Where are the opportunities?

    • Teams operating in different directions

    • Lack of clear vision for the future

    • Making unsatisfactory progress during meetings

    • Inefficient departmental communication

    • Workplace culture requiring development

    • Adjustments to changes in leadership

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