top of page
All in on Alignment
In my last post, Focusing on What Matters Most , we explored how committing to what matters is key to good strategic planning. In this post we’ll get into the key role alignment plays in turning these commitments into results. Why Alignment Matters Strong alignment turns strategy into coordinated action. When boards, executives, and employees pull toward shared objectives, several powerful shifts occur: Silos Weaken Most organizations have silos. A well-constructed plan

Finn Caspersen, Jr.
1 min read
Focusing on What Matters Most
In a crowded financial landscape, it’s easy for banks and credit unions to stretch themselves too thin. New products, technologies, and opportunities appear every week — but when everything is important, nothing truly advances. A focused strategic plan answers three questions: Who do we serve? Which markets are most aligned with our mission? What needs do we solve? What do our customers or members need most? How should we change? What can we do differently to solve these nee

Finn Caspersen, Jr.
1 min read
Why Strategic Planning Matters
In today’s rapidly changing financial landscape – marked by shifting market expectations, new technology, regulation, and competition from Fintechs – strategic planning has become essential for banks and credit unions. Clear Direction A strategic plan provides clarity on where the organization is headed, which markets to serve, and how to differentiate in a crowded field. It keeps the organization focused on long-term priorities instead of short-term distractions. Alignment A

Finn Caspersen, Jr.
1 min read
bottom of page