OUR
HIGH PERFORMANCE STRATEGIC PLANNING PROGRAM
KEY BENEFITS AND FEATURES
KEY BENEFITS
- Develops your future strategy
with specifically measured results, enabling you to:
- Evaluate where your bank is today compared to your
peers,
- Select a master strategy for the next five years,
and
- Discover how best to get there and implement your
plan.
- Provides you a practical, flexible, and easy to use
plan.
- Stimulates new interest and constructive involvement
by directors, officers, and employees.
- Requires minimum disruption and preparation time
by your people before the planning retreat.
- Gives you a customized written mission statement.
- Enables you to create action plan formats in the
session based on your strengths, weaknesses and opportunities. This
provides a way to continue the process back at the bank, and begin
implementation immediately.
FEATURES
- Structured specifically for your bank by your planning
team. (Your senior officers, directors, and an objective facilitator.)
Bob has led over 657 community bank planning retreats and will gain
the participation of each member of the planning team.
- Designed and facilitated by a Certified Management
Consultant, former community bank CEO & Director, with over 25
years bank management experience, and over 251 bank clients in 47 states.
Bob has also served on the faculty of several graduate banking schools.
- Approved and encouraged by both state and federal
regulators. We teach Strategic Planning and Board/Management Effectiveness
in the Community Bankers Director College.
- We will help you select the meeting site, plan the
meals and breakout sessions, set up meeting rooms and audio visual
for optimum comfort of the planning team.
- We provide a written outline of the work that was
done in the planning session. You will have your Mission Statement,
a list of strengths, weaknesses and opportunities, Capital and Growth
projections, and Action Plan formats; all done with input from the
entire planning team.
- You are entitled to one year of free telephone support
to assist in the implementation of your plan.
At your request, for an additional investment, we offer
quarterly progress evaluations, and an annual update of your plan.
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