Strategic Planning Strategic Planning is perhaps the single most important activity your organization performs. And choosing an effective facilitator can be a daunting and time-consuming task. Good thing you came to the right place...
Facilitation Matters Having a solid understanding of the industry, and having facilitated strategic planning sessions for financial institutions across the country, we are prepared to partner with you in the process of creating a successful plan designed specifically for your organization.
Information Gathering and Analysis One of the most important steps in holding an effective and successful planning session is information gathering and analysis. As your partner, we will gather and analyze information about your organization PRIOR to the session. Our goal is to have a solid understanding of who you are and what you want to accomplish.
Additionally, having a solid understanding of the perception of the board, management, and staff is also helpful in determining possible strategic focus areas. Utilizing QuadStrat, a strategic performance assessment, we are able to identify key areas in which the board, management, and staff are strategically aligned - or misaligned. Having this information available during the planning session can help us identify, with certainty, Key Success Factors which may need to be addressed through strategic objectives and strategies.
Your Partner in Success As with all services we provide, our goal is to partner with you through the planning process to ensure a successful outcome. From the beginning stages, through the final plan delivery, we will work hard to make sure your strategic planning process is a complete success for all involved!
The Strategic Planning Process • Review existing state of the industry (industry financial data, trends) • Evaluate the organization's strategic purpose (vision/mission/values) • Identify current business issues (data from planning pre-work and/or assessments) • Development of key success factors for success (from planning discussion) • Development of specific short-term and long-term objectives and strategies • Delivery of plan and post-planning meeting