Strategy to Action: Three Paths to Focused Clarity in Program Inception

Many credit unions want to launch an impactful financial wellness program but getting started may feel overwhelming or stressful.

Together we’ll explore three paths that bring focus and clarity to your launch plan:

• Key organizational strategic goals
• Departmental impact
• Connection through member challenges such as loan denials and delinquencies

We’ll also cover practical strategies, tools and resources to help you begin, and share the approaches have worked for our partners and why. Determining focus and clarity is pivotal in resource allocation. A long term vision is a powerful tool as a north star, however the path forward may be scattered and disjointed without a deep recognition of the bottom line impact. Understanding that impact early can springboard deeper investment and engagement.

What You Will Learn

• How to apply simple human centered design methods in strategic planning for program project planning
• How to use macro data effectively in different ways to gain commitment from leadership
• Different strategies and project plans to organize launch plans

Who Should Attend?

• Leadership team members evaluating financial wellness program needs and investment strategies
• Financial educators, coaches, and counselors
• Financial wellbeing and wellness practitioners struggling to gain commitment and resource investment
• Financial wellbeing and wellness practitioners, struggling to determine where and how to start