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About PlanningPro

PlanningPro, developed by CU Solutions Group (CUSG), is a strategic workforce planning tool designed to help credit unions align employee performance with long-term goals. It simplifies succession planning and ensures your credit union is prepared for leadership transitions and future staffing needs.

 

Services Provided to Credit Unions:

  • Succession planning and leadership pipeline development

  • Workforce planning tools to align talent with organizational strategy

  • Integration with Compease and Performance Pro for comprehensive HR management

  • Goal alignment to connect employee development with credit union objectives

  • Reporting and analytics to support executive and board decisions

 

How This Benefits Your Credit Union:
PlanningPro gives your credit union a clear path for leadership continuity and workforce readiness. By proactively managing succession planning, you can reduce risk during transitions, retain institutional knowledge, and ensure your credit union has the right people in place to achieve strategic goals.

Have a Question?

If you have questions about our service partners or would like to schedule a demo with any of them, please contact us and we’ll be happy to assist.