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Strategy Design

Membership and asset growth, digital and branch delivery, payments, and mergers

Looking Glass Consulting (LGC) develops strategies that drive membership and asset growth, digital and branch delivery, payments, and mergers.  We help our clients provide a dynamic member experience and competitive advantage. The outcome of strategic planning is to differentiate your credit union from the competition and meet the members where they want to do business, putting the credit union on a path to short and long-term success.  


Working with your leadership team in a style that accentuates your strengths and addresses opportunities, LGC leads the co-creation of a strategic planning process or can optimize an existing planning structure. Key elements of the planning process:


  • Strategy sessions with the Board of Directors and Leadership team 
  • Environmental scan to identify trends, opportunities, and gaps 
  • Competitive analysis in both your local market and at the industry level 
  • Operational review that identifies Strengths, Weaknesses, Opportunities, and Threats (SWOT) 
  • Creation of a strategic plan brought to life through an execution plan 
  • Ongoing strategic reviews to ensure your credit union is on a continued path towards success


A strategic plan must be a living document that drives operational improvements through execution.  Planning a strategy and executing on that strategy is a differentiator of LGC.   

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belinda@lookingglass.consulting

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