StrategicPlan: Targeted, Performance-driven Strategic Planning.
Our proven process ensures that your bank is effectively evaluating meaningful strategic alternatives and producing a plan that is targeted and executable. We aggregate and produce meaningful content better than anyone in the business.
Our comprehensive Strategic Plan solution includes all the necessary components for a bank’s management team and board to develop and execute a targeted, performance-driven plan. The plan will zero in on your strategic priorities, including growth, earnings, the role of technology, target markets, risks and rewards, and more. All with an eye on creating sustainable value.
What You Get
The Strategic Plan
- Comprehensive, well structured, and performance focused
- Structure integrates external/internal analysis, bank’s risk profile, strategic alternatives, mission & vision, goals & objectives, and a dashboard reflecting key performance metrics
- Clearly defined stand-alone action plan for routine tracking and reporting execution
- Complies with the highest regulatory or other stakeholder requirements
Valuation and Growth Model
- Run multiple “what if” three or five-year pro forma scenarios
- Scenarios can be pre-run or facilitated in real time
- Clearly articulates factors including growth, ROAA, ROAE, capital ratios, EPS, book value, and market value equity
- Provides ability to model new capital or acquisition scenarios
Research and Analysis
- Multiple respected resources to support critical analysis
- External analysis includes: economic trends (National, state and local), target market analysis, competitive analysis, market demographics, industry/regulatory trends, capital market trends, and more
- Internal analysis includes, customized risk profile, comparative analysis, product and customer analysis, and more
- Analysis can be refreshed quarterly, semi-annually or annually
Facilitated Planning Process
- Proven and best practiced approach to bank strategic planning
- Assesses impact of clearly defined strategic alternatives
- Proprietary insights to what is and isn’t working in the community bank industry
- Unique capability to assist with creating a clearly defined competitive advantage
Our clients leverage our insights. We work with hundreds of financial organizations every year developing their plans and managing their risks. Our insights regarding business models, success factors, pitfalls, regulators, investors and overall performance drivers are indispensable in developing, challenging, and validating your strategy.
Our newest Performance Technology is available through a partnership with CB Resource, Inc.