Strategy Lab

An Innovative Way To Discuss Strategy

With the current pace of business increasing, it is hard for executives to pause from daily responsibilities and focus on strategic conversations. Immediate responsibilities take priority and work schedules fill up quickly. While you and your team get caught up in day-to-day tasks, the marketplace changes and evolves around you. This is precisely why taking time to discuss strategy is more important than ever.

Stop. Think. Strategize.

Enter Strategy Lab, a program designed specifically to help credit union leadership teams take a step back and focus on issues of strategic importance. What forces are changing the credit union marketplace and how will these affect your business in the future? Callahan’s Strategy Lab takes this conversation and sets it within the four walls of your organization. You pick the topics of the most importance to your credit union based on your long-term goals and unique member environment. Callahan will bring the context and expertise needed to get your team thinking, talking, and acting strategically….as a team.

Learn More About Strategy Lab.

Explore Our Expertly Designed Strategy Tracks

Callahan & Associates offers four uniquely designed tracks around growth, innovation, disruption, and being member centric. Or, you can design your own track based your credit union’s strategic goals. View our tracks below and request more information on how Callahan & Associates can help jump start your credit union’s strategy driven conversations.

All of our Strategy Lab Sessions include:

  • Half-day, onsite executive workshops facilitated by an experienced Callahan & Associates consultant.
  • Pre-call, six weeks prior to the onsite visit, between you and your Callahan facilitator to tailor the topic to your credit union’s business priorities and internal needs.
  • One strategic planning session with your credit union executive team, using the Strategy Lab framework.*
  • Online portal of self-paced curated content to help guide the onsite discussions.*

*Offered only in Strategy Lab Premium: Emergent.

Features:

Growth

Merger Models
Jobs To Be Done
Kill The Credit Union
Non-Interest Income: Today and Tomorrow
 
 
 
 
 
 

Innovation

Creating An Innovation Mindset
The Evolution Of Disruption
Thinking Like A Strategist
Financial Health Initiatives That work
The Impact Of Automation On The Workforce
 
 
 
 
 

Emergent

Premium Offering
The Rise Of Self-Driving Vehicles
The Gig Economy
The Impact Of Automation On The Workforce
Reflection Session applying the Strategy Lab insights to help the credit union understand next steps.
 
INCLUDES:
Online, self-paced, curated learning content to be completed by participants prior to each on-site workshop.*
Three half-day on-site executive workshops followed by an interactive session exploring Program Reflections and Next Steps*
Pre-call to tailor the topics to your credit union’s business priorities.
 

Member

Jobs To Be Done
Telling Your Story
The Next Generation of Members
Cybersecurity Isn’t An IT Issue
 
 
 
 
 
 

Custom

Kill The Credit Union
Jobs To Be Done
The Evolution Of Disruption
Merger Models
Creating An Innovation Mindset
Telling Your Story
Thinking Like A Strategist
 
 
 
Affiliated Companies:
TrustCU CreditUnions.com CUFSLP