Strategic Planning Services
A channel for capital planning, conflict resolution, succession planning, increasing your share price, goal-achieving tactics, retreat facilitation, and managing regulatory pressures.
We are the nationally recognized leader in strategic planning. Michelle Gula, m.rae's President & CEO, and Jay Brew, m.rae's Chief Bank Strategist, creatively evolved this process into an interactive self-discovery for directors and management. Over the years, we've come to understand that strategic planning isn't an A-to-Z progression. Instead, we believe it's an A-to-A formation that creates the bank's future value proposition.
How We Do It Differently
Step 1: Balance sheet and income statement discovery. This process identifies the essence of your bank's risk-adjusted reward and enables a focused perspective for balancing that risk and reward. Further, we work within your financials to identify areas to improve performance and leverage current success.
Step 2: Director and management engagement and discovery. This process connects the facilitators with the board of directors and management team through issue-based polling questionnaires, interviews and one-on-one phone calls.
Step 3: Whether it is on-site strategic planning retreat facilitation, management strategy meetings, or conflict resolution, we provide you with strong strategic direction. And, we view this third step not as the ending... but the beginning of your strategic journey. This is where the hard work begins.
Step 4: Ongoing guidance and support is critical to ensuring your plan stays on track. Utilization of proper benchmarks, key indicators, and proper educational tools are key to your success. Our quarterly Balance Sheet & Income Statement Analysis, Economic Survival Kit, and ongoing support meetings are offered to provide the guidance you need to stay on top.