University of South Florida Federal Credit Union: Volunteer Strategic Planning

Richard Will, Ronald K. Satterfield, Rick Skaggs
Muma Case Review  •  Volume 7  •  2022  •  pp. 001-039
The University of South Florida Federal Credit Union deploys a strategic planning process which includes a separate “governance only” planning session prior to a joint leadership and governance planning session. This case study presents the material used for the 2021 annual volunteer only planning session. Using the discussion case method, the volunteers decide which strategic directives should be advanced to the senior leadership team at USF Federal Credit Union.
strategic planning, leadership, board governance
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