Strategy Planning & Execution
When You Want Real-World Strategic Planning That Produces 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:
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- Define operating framework and performance goals
- Identify participants
- Preliminary strategy interviews and surveys
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- SWOT Analysis
- Company
- Customers
- Competitors
- Industry
- Customer Requirements
- Interviews
- Focus Group
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Review and discuss Phase 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
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- Prioritize Goals & Initiatives
- Develop objectives and milestones for initiatives
- Build action plans and budgets with assigned resources
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- Prepare and monitor Executive Scorecard
- Hold quarterly update meetings to review progress
Why 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.
Email us today and we’ll send you our FREE Strategic Planning Primer!
Call Us Today at 877.616.4385 to Discuss Your Financial Institution’s Upcoming Projects.