Case Study: Ohio University Credit Union achieves strategic leadership focus and an aligned growth plan with OnStrategy

Focusing Leadership on Strategic Shift to Win New Members in a Crowded Industry Case Study – Ohio University Credit Union

Ohio University Credit Union (OUCU) engaged OnStrategy when its experienced senior leadership lacked experience developing and implementing a strategic plan that would shift the organization’s direction and drive growth. The CEO asked OnStrategy to help the team move out of the operational weeds, identify where to compete and win, and focus leadership on strategies to increase membership and address growing competitive threats.

OnStrategy’s Outsourced Chief Strategy Officer led a five-week, remotely facilitated planning process and provided the OnStrategy application as the implementation tool, delivering a 3-year strategic plan, an annual corporate plan with measurable performance measures and targets, SMART cross-functional goals, and OUCU’s first formal strategic implementation program. As a result, senior leaders now meet monthly to focus on strategic priorities, accountability and cross-functional alignment have improved, and clear, up-to-date reporting lets the board and organization track progress against targets — outcomes driven by OnStrategy’s planning and implementation approach.

Ohio University Credit Union