This manual is the definitive source for not only strategic planning, but also for ways to significantly improve the bank’s profits. When preparing for strategic planning, a bank must assimilate many diverse information sources; then it must go through this material systematically to arrive at an optimum plan for the bank. This manual does most of this. It presents most of the critical material needed; then it lays out a systematic strategic planning path that will lead the bank into a more prosperous future. — Ed Pace

Your all-inclusive resource to improving your bank’s performance

This manual is called Strategic Planning but don’t let the name mislead you. The primary goal of the manual is to help your bank significantly improve its performance. This comprehensive guide covers the following areas:

• A Path to Improvements: Tells you how to use this manual to improve bank performance in a number of different ways.
• Financial Performance Improvements: Gives specific guidance on how to improve the bank’s financial performance by studying a multi-peer group comparative performance analysis report that comes with the manual.
• Strategic Planning Discussion Papers: Includes a dozen discussion papers, each addressing a topic of potential interest to a strategic planning team.
• Regulatory Discussion Papers: Includes coverage of risk management, a model risk management system, discussions on whether compliance should be outsourced, USA PATRIOT Act compliance, OFAC compliance, and Sarbanes-Oxley Act compliance.
• Technology Discussion Papers: Discusses how to prepare a technology plan for the bank and how to manage technology development.
• Marketing Discussion Papers: Includes information on organizing for sales, branding the bank, cross-selling, call programs, and effective advertising.
• HR Management Discussion Papers: Includes information on changing the bank’s corporate culture, a model high-quality-service guidance paper, how to set goals and objectives for employees, and how to motivate employees.
• Strategic Planning Guidance Papers: Gives you step-by-step directions for developing a strategic plan for your bank. The manual also contains a model strategic plan and guidance on how to obtain other models that are potentially available.
• Financial Planning: This is an independent section of the manual that guides you through the steps necessary to arrive at a meaningful financial and capital plan for the bank. The section is built around Microsoft Excel spreadsheets that come on the disc that accompanies the manual. The idea is for you to choose the financial planning system that best fits your bank then use your numbers on our Excel spreadsheets to arrive at a financial and capital plan for the bank.

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