Strategic Facilitation
Through the decades, we have perfected the facilitation of strategic plans dynamic enough to withstand any economic cycle. It is a very critical and highly customized process. Its integral components include:
Reviewing Your Financials
Our analytics division will work with you to truly and accurately represent your institution.
- A thorough review of your balance sheet, income statement, and other financial and strategic information.
- Economic Value of Equity (EVE) models a baseline projection of your forward balance sheet and income statement simulations over the life of your strategic plan.
- Our Benchmark and Peer Group Analysis provides comparisons to a customized peer group and a national benchmark and becomes the core process document.
Planned Communication
Before the retreat, we solicit feedback from the board and management on their expectations of their roles and your bank’s desired results.
- Blind questionnaires.
- One-on-one communication with directors and key management.
- An evaluation of knowledge gaps and the identification of education needed.
- Preparation of all key players for active, strategic, and intellectual participation.
The Retreat
Our tangible three-, five-, and 10-year EVE Strategic Planning Model is used to facilitate board consensus on which scenario to proceed with. This provides the road map for your strategic plan.
- Long-term value-generating goals.
- Awareness of how value is defined, created, and multiplied.
- Balanced risk parameters.
- Succession planning.
- Any previously identified issues
- Benchmarks for monitoring success.
Documentation
We document the entire process to ensure that your value proposition has been modeled accurately, your goals are laid out succinctly, and your vision has been encapsulated effectively. This document later catalyzes your action plan.