When You Want Real-World Strategic Planning That Produce Results

Often strategic planning is done at such a high level that the actual implementation is stymied by day-to-day issues. When you hire us to assist with strategy planning, we will operate, first with your goals as our driver, and then we will provide value-added advice and real-world examples to help ensure success.

Call us when you need someone experienced but adaptable. We can facilitate results-producing efforts from senior executives and frontline employees. We recognize that inclusion and consideration of individuals and systems at all levels of your organization is necessary for a successful plan. We can provide support at each phase of the plan including:

• Planning team development

• Team leadership and consensus building

• Missions, objectives, and milestones

• Meeting facilitation

• Customer, employee, and management focus groups

• Action plans and assignments

• Forecasting and budgeting

• Monitoring, measuring, and reporting results

When Outside Strategic Planning Help Makes Sense

Often bringing someone in from outside your organization is beneficial because:

• You may not have someone in-house with the experience or time to give the effort a high level of attention;

• An objective viewpoint can be critical for unique insights, innovation, and
  discovering potential problems;

• An outside resource communicates commitment to the plan and therefore
  may garner a higher degree of accountability;

• A dedicated resource can move the project along at a quicker pace and instill a sense of confidence in your staff that goals can be met.

Our Process For Financial Institution Strategy Planning

An organization’s strategic process evolves and changes based on business cycles, organizational maturity, and operating performance. Strategy process can vary each year from strategic alternatives, strategic vision and goals, to tactical resolutions.

Stage One - Strategic Guide

× Define performance and operating framework

× Identify participants

× Preliminary strategy interviews and surveys

Stage Two – Information and Assessment

× SWOT Analysis

Company

Customers

Competitors

Industry

× Customer Requirements

Interviews

Focus Group

Stage Three - Strategic Plan and Consensus

× Review and discuss stage two analysis

Review economic trends

Review peer analysis

Discuss stage two information

× Define Key Vision Components and Strategic Direction

Component Goals & Measures

Initiatives and preliminary budget

Review Plan versus SWOT

Approve Plan

Stage Four - Action Planning

× Prioritize Goals & Initiatives

× Develop objectives and milestones for initiatives

× Build action plans and budgets with assigned resources

Stage Five - Execute plans and measure