Calvert Consulting’s High Performance
Strategic  Planning Program Key Benefits & Features

1. Develops your future strategy with specifically measured results enabling you to:
   
   
   • Provide each participant a Profile to determine his/her behavioral style,
     
     
   • Evaluate where your bank is today with peer comparisons,
     
     
   • Select a master strategy for the next five years, and 
     
     
   • Discover how best to get there and implement your plan.
     
     
2. Provides you a practical, flexible, and easy to use plan.
   
   
3. Guaranteed to stimulate new interest and constructive involvement by directors, officers, and employees (you select the planning team), with our counsel for one year 
   
   
4. Requires minimum disruption and preparation time by your people before the two-day retreat (however, we spend two weeks analyzing your organization and performance records prior to the retreat). Each participant receives a customized 200+ page planning workbook.
   
   
5. Gives you a customized written mission statement, strengths, weaknesses, opportunities, and action plan formats during the planning session so you can continue the process, get Board approval, and begin implementation immediately.
   
   
6. Structured specifically for your bank by your planning team.  (Your senior officers, directors, and objective facilitator - Bob has led more than 657 community bank planning retreats and you can be assured that he will give everyone an equal chance to participate).
   
   
7. Designed and facilitated by a Certified Management Consultant, former community bank CEO, & Director with more than 25 years bank management experience. For 20 years Calvert Consulting has worked with more than 247 bank clients in 47 states. Bob has served on the faculty of more than 7 graduate banking schools.
   
   
8. Approved and encouraged by both state and federal regulators.  We teach Strategic Planning and Board/Management Effectiveness in the advanced examiners school.
   
   
9. Work with the bank to help you select and negotiate the meeting site, plan meal functions, and set up meeting rooms and audio visual for optimum comfort of your planning team.
   
   
10. Provides you a computer disk (if requested) and hard copy of the planning sessions used to develop your mission statement, strengths, weaknesses, opportunities, & action plan formats so you can implement the plan.
    
    
11. At your request, for an additional investment, we offer separate action plan construction assistance, quarterly progress evaluations, and an annual updating of your plan with Bob as facilitator. You will be entitled to one year's free telephone consulting on your plan.
    
    
12. Continually improved, updated, and reasonably priced. 

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