The strategic-planning hardship heard most is not being able to implement after the dust settles. This does not mean that your bank has failed. It simply means that the plan itself may be flawed.
The misstep occurs when the tactical plan is isolated from the greater strategic plan. This produces something purely philosophical, something incapable of capturing exactly “how” the plan will be enacted off paper.
To accomplish action, the plan itself must be an action-oriented process – not an event.
Don’t just make it through the valley… lead like you are already on the other side.
Well before the retreat, we use one-on-one communication to immerse your board and management team in strategic thought; we focus them on moving the institution forward through committed action.
We don’t waste your time telling you what you already know; we uncover what you don’t and use it to prepare all key players for a successful retreat.
We bring together participants who are ready to engage actively, strategically, and intellectually. The group, as if all reading from the same script, knows exactly what needs to be discussed, decided upon, and ultimately acted on. It yields an actionable plan that:
- Has been achieved with consensus.
- Details the tactics determined.
- Makes assignments.
- Develops timelines for fulfillment of actions.
Strategic Planning-Based Solutions
- Retreat facilitation
- Written strategic and action plans
- Finalized plan communication at all levels
- Ongoing implementation support
- Board evaluations
- Board education and knowledge assessments