High Performance Banking Requires a Bank
to
Plan Specifically & Get Results!
“A Strategic Plan is only as valuable as the Results it Creates!” – The value of a plan lies in it being specific and customized to the individual community bank with dates, deadlines, budgets, and specific people responsible – that can be measured and tracked. Specifics and tracking create the results!
The following outline is the order and sequence of presentation, not necessarily the order of development.
1. Executive Summary & Focus
- Objectives
- Core Values
- Mission Statement
- Keys to Success
2. Bank & Holding Company Summary & Situation Analysis
- Holding Company Ownership (if applicable)
- Bank Ownership
- Bank & Holding Company History
- Bank & Holding Company Subsidiaries’ Locations and Facilities
- S.W.O.T. Analysis
3. Products and Services
- Products and Services Description
- Competitive Comparison
- Sales Literature
- Training
- Technology
- Future Products
4. Market Analysis Summary
- Important Assumptions
- Market Segmentation
- Target Market Segment Strategy
- Market Needs
- Market Trends
- Market Growth
- Financial Industry Analysis
- Industry Participants
- Distribution Patterns (In-bank, ATM, Electronic, PC, etc.)
- Factors of Competition
- Main Competitors
5. Strategy and Implementation Summary
- Key Result Areas
- Value Proposition
- Competitive Edge
- Marketing Strategy
- Positioning Statement
- Pricing Strategy
- Promotion Strategy
- Marketing Programs
6. Management Summary and Human Resources
- Organizational Structure
- Management Team
- Management Team Gaps
- Personnel Plan
- Human Resource Strategies
7. Financial & Administration Plan
- Financial Assumptions
- Key Financial Indicators
- Profitability
- Risk Supervision
- Efficiency
- Expense Control
- Growth
- Asset Growth, Capital, ROA, & Dividends Projections
(850) 579-2400 Fax (850) 579-2442
bob@bobcalvert.com
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