Strategic Planning

We Gather Financial Performance Data

Do you have a vision for your financial institution, but struggle to get your team to execute? Or are you so focused on addressing the challenges of today that you can’t think about next year?

We gather financial performance data, conduct market and competitive research and interview key members of the planning team to learn about your markets, products, delivery capabilities, technology and culture.


Bank Strategic Planning Session Designed To:

  • Draw out the best ideas from all participants to identify opportunities, confront realities and collaborate on solutions
  • Identify the top 3-5 winning strategies that can be implemented to drive real, measurable results
  • Force prioritization. Community and small regional banks do not have the resources of the big banks so they must focus on the most important strategies.
  • Streamline the strategic plan to one page.  Strategy cannot be executed if it cannot be communicated.
  • Force accountability. Each annual and quarterly strategy requires a due date, a name and a clear way to measure that it’s been completed.

Next: A 2-Day On-Site Working Session

  • Your core values and purpose
  • Your single mid- to long term goal
  • Your brand promise and how to measure it
  • Your 3-5 year financial targets and the Top 5 strategies to get you there
  • Your 1 year financial targets and the Top 5 strategies to get you there
  • Your next quarter financial targets and the Top 5 strategies to get you there
  • The key metrics to track your progress and individual accountability towards these goals

We will revisit the plan with you at the next quarter, make any adjustments to the annual plan and develop the plan for the next quarter. We’ll also have a monthly check in call to gauge progress and provide coaching on execution.


Contact Us Today!

Take the next step…in planning your financial institution’s new office, relocation or expansion.

Request A Free Quote

Get Answers To Your Most Pressing Questions

After a detailed analysis of your financial institution and its markets, we can provide you with answers to some of your most pressing questions:

  • Should we branch at this time?
  • Are our branch offices strategically placed to optimize market share?
  • Are the conditions for branch expansion right?
  • Should we acquire a location in a strip mall or should we acquire land and invest in brick and mortar?
  • Should we open an LPO office first? What conditions justify this?
  • What conditions should be present to know that closure or branch merger is the right option?