Bank strategic planning: powerful insight for your long-term future
Developing a strategic roadmap to results
Whether through a one-day strategy retreat or full-scale plan development, our time-tested approach allows great ideas to surface and new solutions to germinate.
We assess your current situation and help you identify the strategic objectives critical to your success. We uncover the goals and tasks necessary to hone and implement your strategy, then develop financial projections based on the objectives.
You can add services or request them on a stand-alone basis.
Capital planning: Through interviews, we identify overall strategy with an emphasis on growth plans, balance sheet risk appetite, desired capital levels and potential sources of capital. We develop the written portion of capital plans and often identify and prioritize capital enhancement alternatives for senior management and boards of directors.
Strategic alternatives analysis/360 degree review: We will work with you to develop an economic value on individual strategies, identify strategic value gaps that must be bridged, and determine what you can reasonably pay or reasonably receive in a merger or acquisition transaction.
Financial projections associated with these plans include:
A base case that demonstrates financial condition and performance that senior management is reasonably comfortable in achieving,
A stretch case that demonstrates the financial condition and performance that senior management believes will result from successful execution of the plan,
A stress case for the capital plan that demonstrates the financial condition and performance should certain negative events identified by senior management occur,
And at least two scenarios in the capital plan documenting the impact of capital enhancement for each of the remediation strategies.
