Strategic Planning Guidance

Author: Ed Pace
Format 3-Ring Binder
Price: $499
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Your all-inclusive resource to improving your bank’s performance

This manual is called Strategic Planning Guidance 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 the bank in a number of different ways.
Financial Performance Improvements—Gives specific guidance on how to improve the bank’s financial performance through the use of a multi-peer group comparative performance analysis report and gives you ideas on how you might improve your bank’s performance.
Strategic Planning Discussion Papers—Includes 13 discussion papers, each addressing a topic of potential interest to a strategic planning team including; the use of a strategic planning advisory team, branding the bank, best practices committees, board effectiveness, small business lending, codes of conduct, and several other similar topics. Also, discusses merger and/or acquisition options that are potentially available to the bank.
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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