The Board Level Strategies engagement will enhance the bottom line of financial institutions through discovery, analysis, planning and implementation of key strategic initiatives. The primary focus of this engagement is to work with the board to develop the strategies necessary to achieve the current and future business goals and objectives.
·Produce an executive summary describing the status of the current business plan · Survey the board on possible revenue generating topics · Produce an agenda for a board retreat with sample scenarios for growth and expansion · Produce an Action Plan from the results of the retreat · Monitor the progress of the Action Plan
·Are all board members committed to the current business plan? · Is the current business plan attainable? · Could the board use the assistance of a facilitator to come to a consensus? · Do current business plan objects get accomplished?
Scope of Work
Phase I – Discovery and data gathering
Phase II – Strategic planning preparation
Phase III – Strategic planning meeting facilitation