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Resources

Video: What Should Boards Ask Thier CEOs About Succession Planning

Effective succession planning goes beyond just CEO replacement. Board members play a crucial role in initiating the process by asking relevant questions to ensure a thorough succession strategy development.

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Article: 3 Ways to Transform Your Planning Session

Practical advice that guides credit union executives toward a more focused, engaging and successful strategic planning experience. Although the emphasis is on board planning meetings, these concepts can be applied to any organizational planning session or meeting.

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Article: 7 Ways to Activate Board Engagement in Your Strategy Session

If you struggle to keep participants engaged during planning sessions, this article is a must-read. It offers insights and practical tips for making incremental changes that ignite participation and drive positive outcomes.

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