Davis & Company Strategic Planning

Assessment and Analysis
Focus Group Interviews - Davis & Company provides professional focus group moderation with Generation X, baby boomer, and senior market segments to assess what members feel is important in doing business with the Credit Union, why they use other financial institutions, and what would be important in getting them to switch accounts and balances to the Credit Union.

Internal & External Environment Analysis - We offer professional analysis of the implications of environmental scan data, financial management analysis, market penetration and segmentation analysis, product and HH profitability analysis, service delivery system analysis, service quality analysis, and competitive and positioning analysis.

Employee Satisfaction Measures - Employee satisfaction is a prerequisite to member satisfaction. Davis & Company uses its exclusive Employee Participation Survey to measure Employee Satisfaction and Importance on relevant job and work dimensions in the Credit Union. Follow-up problem-solving teams are formed to generate and implement solutions in problem areas (e.g. member service, internal communications). The Credit Union's "organizational reinforcer patterns" are identified and used to optimize employee selection and placement strategies.

Alignment
Davis & Company provides expert instruction in change management strategies, and emphasizes Board and staff participation and involvement in building and implementing all phases of the Credit Union's plans and key strategies. Through a unique combination of alignment strategies, Davis & Company maximizes Board and staff commitment to the strategic direction and implementing plans.

Planning
Davis & Company provides a learning experience in strategic thinking to help Board and staff develop effective strategic plans. We help the Board and staff to define the Credit Union's Core Ideology and the Strategic Priorities. In these times of constant change, it is more important than ever to distinguish between your dynamic strategies for change, and your timeless fundamentals and Credit Union philosophy.

Implementation
Many quality strategic plans are developed, but few are actually implemented and executed effectively or in a timely manner. Davis & Company's unique planning approach assists staff in the development of detailed implementation plans through facilitated implementation teams. We provide detailed project plans which prioritize and sequence all implementation steps in an easy-to follow Action Plan format. Action Plans are integrated into an Accountability Matrix, that provides for continuous monitoring and enhances on-time project completion.