Planning Pro helps CUs navigate strategic planning process

CU Solutions GroupThe New York Credit Union Association is always looking for ways to bring value to member credit unions. With planning season just around the corner, CU Solutions Group—a strategic partner of the Association—has rolled out a new application called Planning Pro.

Planning Pro helps credit union CEOs and management staff execute strategies to reach their goals by giving more visibility into the progress of the strategic plan. Planning Pro allows employees to see plan details, monitor top priorities and be accountable to the rest of the team – all of which improves strategy execution. It also generates real-time, professional-looking progress reports that can be used in management and board meetings. Instead of taking hours or days to create reports manually, Planning Pro creates them with just a few clicks of a mouse.

To receive a 20-minute introduction to Planning Pro, individuals can schedule a time or contact Isaac Mallory of CU Solutions Group at

To learn more, view the video below:


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