Get a Jumpstart on 2025!

​Sign up now for the final virtual SalesCU session of 2024 and give your team the tools to hit the ground running next year. 

by Nick Brown, SalesCU

Is anyone else feeling like 2024 is flying by? As much as I hate to admit it, it’s time to start looking ahead to 2025. Setting the right goals for your credit union is crucial for staying competitive and achieving sustainable growth. But here’s the truth: the time to set those goals is now. If you wait until December or January to start planning for 2025, you’re already behind. Getting ahead now gives your team the runway they need to hit the ground running in the new year.

 Let’s talk about how to set stretch goals that challenge your team and set the foundation for success; let’s focus on the stretch goals—ambitious targets that challenge your team without overwhelming them. Start by evaluating where your credit union stands today. Consider your current market conditions, the capacity of your team, and the performance you've had over the last few years.

Once you have that baseline, it's time to think bigger. Where do you want to be by the end of 2025? What growth targets will push your team’s abilities, while keeping them motivated and focused? These goals should stretch your team just beyond their comfort zone, encouraging development while still being achievable.

 Break your stretch goals into smaller, manageable milestones. This ensures progress is measurable and keeps your team engaged over the long term. It also helps to create a timeline and assign accountability, so everyone knows their role in hitting these targets.

Tracking performance against these goals is essential. In fact, understanding and measuring key metrics, like KPIs, is a critical step in achieving success. I’ve found that one of the best ways to ensure you’re focusing on the right metrics is by consistently reviewing your team’s performance against well-defined KPIs.

I recently hosted a webinar on the 8 Key KPIs every credit union should track to stay on top of their goals. If you want to dive deeper into how these KPIs can help you not only set but achieve your stretch goals, you can watch the replay here: Watch the 8 Key KPIs Webinar.

Are you looking to start 2025 with a bang? Get started now with the final SalesCU virtual workshop being offered this year on October 1 – 3. Registration deadline is September 20.
 
Click here to learn more or to register now.