The preparation of a Strategic Plan is a legal requirement under the Credit Union Acts but more importantly the preparation and implementation of a strategic plan is an essential requirement for helping to ensure a credit union’s continued relevance and viability. The expertise and experience within Fairway Advisers can assist credit union boards in the various strategic planning stages:

• Economic & Market Analysis
• Business Model Appraisal
• Assessment of key resources
• Implementation Plans
• Periodic Reviews

Credit unions can choose to use our services to facilitate the entire process or provide specialist expertise at different stages.

Separate assignment and assistance for balance sheet reviews, development of asset & liability management policies, financial modelling and scenario analysis are also provided.