1. Focusing all Eyes on your
Strategic Plan
Presenters: Bob Falk, President & CEO of Purdue Federal Credit Union
Paroon Chadha, Co-Founder & CEO of Passageways

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Paroon Chadha,
Co-Founder/CEO - Passageways
Bob Falk,
President/CEO - Purdue Federal

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Introducing: Strategic Planning Matrix

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Strategic planning is an organization's process of defining
its strategy, or direction, and making decisions on
allocating its resources to pursue this strategy.
It often also extends to control mechanisms for guiding
the implementation of the strategy.

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225+ Employee Portals in the Financial Services Industry
150+ Board Portals in the Financial Services Industry
4 Years of exclusive endorsement by CUNA
2015 Exclusive endorsement by the ICBA
13 Industry awards over the last 12 years

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Employee Intranet : Organizing and Finding information
 Current Challenges :
 Establishing Common goals and sharing information
 Not adequate transparency
 Decisions not in synch with overall strategy
 Leveraging business intelligence
 Drive alignment and corporate culture
 Main drivers
 Technology advances
 Employees are knowledge workers
 Organizations need to be more efficient

9. Dashboards

10. Strategic
Planning
Matrix

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