NewThinking.org.uk

Strategic Planning Toolkit for Thrift and Credit Cooperatives

Many thrift and credit cooperatives movements create annual strategic plans. But to make a good plan, they need:

-  A comparison of their performance against the performance of other movements

-  A description of how a 'good' movement works

-  An objective description of their current situation

The 'Strategic Planning Toolkit' provides this information. It analyses cooperatives on a number of different dimensions and creates a 'baseline' description of the movement. When cooperatives submit their results, it also allows cooperatives to compare their performance against benchmarks.

The toolkit is free and completing the analysis only takes about three days. Although movements would benefit from external support to complete the toolkit, it is quite possible to do the analysis in-house. After three days, the cooperative will have a good baseline description to indicate the movement's strategic priorities.

Please feel free to download the toolkit by clicking here. Please also feel free to contact the creator of the toolkit by e-mailing to gus.poston@gmail.com

The system will work well if more thrift and credit cooperative movements submit the results of their analysis. If you know of cooperatives which are entering a strategic planning process, please feel free to pass on the link.

The toolkit is based on the following framework: