Member-ownership is everything.

We work with clients across the Canadian co-operative and credit union sector to map out strategies, plans and processes that attract, engage and retain member-owners.

We take a serious look at thing like:

• membership data and demographics

• regional demographics and needs

• member experiences, habits, trends and common complaints

• products, services, value propositions and competitors

• governance and organizational structure

• operational realities, employee engagement and retention, current KPIs

• mission, vision, values and brand identity

• financial position, organizational capacity, competing priorities and budgets

• and the economic, political, technological and ESG factors

We help leadership teams tie it all together to get the results their Board and membership expect.

We offer coaching and can help facilitate alignment and collaboration within your organization to help:

• effectively deliver strategic initiatives

• manage change

• improve inter-departmental communication and

• untap potential by engaging and empowering employees and members.

We help front-line teams understand and best utilize their strengths, and help leaders and managers identify and remove obstacles standing in the way of creating better member service and experiences.

If your co-op or credit union has a goal to improve member service and experience, wallet share, membership and market growth or anything along those lines - this can be a helpful service.

As part of the member experience audit, we like to engage with employees and get their input before providing recommendations to leaders that will help meet organizational or departmental objectives.

It’s hard to find the time and dedicate the resources to do all the things you want to do to improve employee experience.

Let us help you with:

• improving the employee onboarding and education experience

• engaging employees in delivering strategic initiatives

• empowering employees through engagement and retention

• managing organizational change

• facilitating workshops and delivering professional development

• working on succession plans at the operational or governance level

The strategic advantages and opportunities offered through the co-op model are needed now more than ever.

We help the co-operative and credit union sector be creative and intentional in utilizing the co-op principles to advance strategic plans and long-term goals.

We’re most experienced with finding new and improved ways for co-ops to activate:

• member democratic control

• education, information and training

• co-operation among co-operatives

• concern for community

We are skilled communicators with experience building relationships and influencing change.

If you’re trying to advance advocacy work at the sectoral, provincial and federal level, or locally within your county or municipality, we can help.

We can support you with:

• stakeholder mapping

• strategy development

• strategic positioning

• strengthening value propositions and messaging

• identifying mutually beneficial opportunities and alignment with government mandates, programs, ministry deliverables, etc.

• tailoring (and evaluating) your communications and engagement plans

• facilitating steering groups, co-operation among co-operatives and collaboration with likeminded organizations to advance common goals

• and more

We help teams by facilitating uncomfortable conversations around the data and realities of having an aging membership.

Is your organization aware of and prepared for the repercussions of an aging membership?

We find that co-ops and credit unions are often keen to talk about youth engagement, but they don’t quite know how to talk about death and estates as a component of retaining loyal, life-long members. We’re here to help you have difficult but important discussions so your team is better prepared to manage risks and member experiences.