Strategic Planning & Facilitation Services

Cooperatives are facing unique challenges and opportunities, which requires a customized approach to strategic planning. Our highly interactive Beacon strategic planning and facilitation service helps board members and management teams successfully navigate their own path to achieving goals and objectives. With our unmatched industry expertise and experience, we support co-op customers and related entities through today’s uncharted and rapidly changing waters.

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“Beacon helped us address issues we knew were important and others we didn’t even have on our radar”

The Importance of Strategic Planning

The CoBank Difference

Beacon Services

Strategic planning and facilitation

Make the best use of your time with a strategic planning session for your cooperative, subsidiary or other industry-related entity.

Subject matter workshops and discussions

Deep and engaging group conversations are a great way to develop broader perspectives and collectively come up with alternative paths around foreseeable challenges.

Financial education and training

Our customized approach to education and training focuses on the prioritization and understanding of financial concepts required to support meaningful, ongoing assessments.

Financial forecasting

Experience CoBank Navigator, an easy-to-use forecasting tool that helps you make pragmatic, real-time decisions based on your future driver assumptions.

“Beacon offers a means for a facilitator who is knowledgeable of our industry to conduct a strategy session across a wide array of topics that add significant value. I would recommend the program to all cooperatives who desire to form future strategy and resolution for current issues.”

Key Strategic Topics and Themes

As technology, consumer-member behavior and economic conditions progress, so do the topics and themes of our strategic planning sessions. Here’s what cooperatives are talking about today.

  • Distributed energy resources and renewables
  • Grid reliability and the new energy landscape
  • Rate designs and strategies
  • Succession planning, recruitment and development
  • Member engagement, expectations and communication
  • Broadband, EVs, demand response and data management
  • Growth and economic development
  • Fiscal policy, equity management and capital credit retirement
  • Board and management roles
“As someone new to a management role in Finance, CoBank’s training course provided a valuable experience to grow more familiar with financing options and strategies, as well as the opportunity to network with others new to similar roles in the industry.”

Customer Stories

Getting Started

Learn more about Beacon or start the conversation about your strategic planning by contacting us.

Tamra Reynolds
Andy Glover