MARKET RESEARCH

STRATEGIC PLANNING

• Consumer Research Services
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• Strategic Planning
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• Retail Delivery
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• Brand Assessment
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• Testimonials

D. Hilton Associates' extensive background in the credit union industry has revealed to us that the vast majority of organizations need to evolve their planning processes, systems and people in order to best serve the organization's membership. This evolution will allow senior mangers the ability to leverage the credit union's agility, which will in turn result in a competitive advantage over time.

DHA's proven seven-stage credit union strategic planning model develops an unbiased case for current and future product lines, delivery channels and brand positioning based on sound business principles. This will ensure that the credit union may integrate strategic planning into all of its management and business processes and that it does not lose sight of the most important variable in the equation-the membership.

Each strategic planning project will address particular subjects related directly to the client's need. Among the potential areas the strategic planning model can explore are:

• Vision versus mission clarification
• Delivery systems assessment (current assessment versus future need)
• Marketing/Brand expansion (assessment of current credit union brand)
• Product line strengths and weaknesses (identifying new income opportunities)
• Human resources assessment relative to sales and service initiatives
• Financial health assessment and what-if modeling projections

For more information, please call Brian Kidwell at 800.367.0433, ext. 125, or e-mail briank@dhilton.com.