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
