At The BA Group, we like to initiate strategic planning by conducting an initial two-day, in-person Good Old Fashion Planning session (or 'GOFP" as we like to call it). During the GOFP, we bring in the main leaders of the credit union together to clarify your Strengths, Weaknesses, Opportunities and Targets. However, we go far beyond the traditional high-level SWOT analysis to develop comprehensive budgets, determine project workload, and devise responsibility charts as requested.

Our plans are always specific to your credit union. This means we take your brand promise, brand equity and — most importantly — your overall strategic business planning into account. From all that we practical create a plan that not only your leadership team can get behind, but that marketing can actually execute and that staff can understand, support and promote as well.

After the first year's plans are developed from the initial process, a natural planning process flows more easily. Instead of wondering, "Well, what should we do this year?" you'll find that you're in a natural state of planning throughout the year so that the official planning process becomes much clearer and easier year after year.

When your credit union partners with us to develop a customized marketing plan, you receive an actionable and realistic strategy along with a highly experienced and efficient team of marketing professionals. We thrive watching strategy evolve into action, using our tactical marketing expertise to take your credit union marketing plan from concept to board report and everything in between.