When the wheels touched down, the weight of the task hit the moment everyone stepped into the thick, stale Texas air. Bernie, Adamsen, Ian, and Paul grabbed their bags and drove straight to the client’s office to kick things off and size up the complexity in front of them. The Challenge The client, a large credit union, had…
Credit unions are seeing a lot of merger and acquisition (M&A) activity these days and the term you hear a lot after signing is “TSA”, a Transition Service Agreement. The TSA is a contract where the seller keeps providing certain services to the buyer for a set period after close. It is a temporary bridge so the…
Turning strategy into real, measurable results remains one of the hardest challenges for executive teams. For credit unions, where growth must align with mission and member value, effective strategy execution is essential—not optional. Yet, a PwC study found that only 2.5% of organizations complete all their strategic initiatives successfully (PwC Strategy& Survey, 2023). The gap…
A simple head-to-head way to create executable order, capture the why, and move fast. I used to hit the same wall most executive leaders do. Every quarter we’d walk into planning with more work than people. Every strategy had a sponsor. Every initiative promised value. We’d leave with notes and a bigger parking lot, not…
Most strategies don’t fail in the boardroom. They fail in the handoff to execution, when visibility blurs, priorities multiply, and decisions slow to a crawl. The execution gap isn’t about intent or effort. Strategy execution is held back by outdated structure and poor methods. These next 12 questions are designed to help you recognize and…
