It’s the subject many credit union marketers cringe at, especially when it comes to annual planning. At The BA Group, we truly take a big-picture approach when developing an annual plan. We like to plan the good ole' fashion way, focusing on your Strengths, Weakness’, Opportunities and Targets. However we tend to go beyond the traditional SWOT to develop comprehensive budgets, project workload and responsibility charts. We also develop Tactical Media Plans, ensuring that your Annual Marketing Plan is the engine that drives your credit union to success. 

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

When your credit union partners with us to customize your marketing plan you not only receive an actionable and realistic plan, you get a highly experienced and efficient team of marketing implementers. We thrive when strategy evolves into action; our tactical marketing expertise takes your credit union marketing plan from concept through board report and everything in between.

An actionable marketing plan is at the heart of every successful credit union marketing department. With The BA Group mid-year marketing stress can be avoided with our strategic, comprehensive and implementable marketing plans.

Contact us today for a no-obligation assessment of your planning needs. And check out our BA News page for helpful and inspirational marketing and planning advice. Also try our Facebook page - a virtual message board and resource for credit union executives and CU related partners and vendors.