Need a facilitator for your next Strategic Planning Meeting? Financial Core Strategies (FCS) offers financial institutions the opportunity to utilize fresh, innovative and non-biased strategic planning perspectives. We have been instrumental in the strategic planning process for many institutions. Below is a general guideline of our process; however sessions are customized to each institution’s objectives and budget.
FCS will meet with the senior management team to review anticipated goals of the up-coming meeting as well as results of prior strategic planning sessions. Understanding the mix of attendees is also important so that the meeting can be structured to achieve maximum participation from all staff levels.
FCS will kickoff the session with a brief overview of the industry, economy, regulatory environment and market trends. This overview will stimulate thought processes and serve to level the knowledge base of the team. Following the overview an “out of the box” team problem solving exercise will be conducted to get the team members working together.
For the balance of the session FCS uses a “story board” approach to gather the team’s viewpoints about the institution’s Strengths, Weaknesses, Opportunities and Threats (SWOT). Story boarding serves to quickly gather and consolidate new ideas and generate discussion among the group. Once this process is completed it will provide a framework for the development of your plan.
Lastly, FCS works with the group to outline; goals, responsibility for achieving each goal, timeframe for completion and metrics to measure success. FCS will document session results and provide feedback to senior management.
FCS can meet with the team and/or individuals to assist in developing a project plan for meeting the established goals. Periodic meetings can help to insure the team is on track to meet the proposed goals.
Perhaps you are interested in a fresh approach to your traditional meetings or truly require an outside perspective. FCS would welcome the opportunity to customize a planning session based upon your unique needs.
Make your next Strategic Planning Session a Success!!