Bank Strategy Planning

Bank Strategy Planning

Strategic Planning Process That Outperforms

All banks engage in process of strategic planning, but many executives and boards realize that the bank strategic planning don’t deliver the results they were expecting. Banks struggle to fully understand customer needs, fail to integrate risk management into the strategic planning process and fall short of achieving full alignment between strategy, objectives and organizational capabilities. To remain competitive banks need an actionable strategy. At CCG Catalyst we work with leaders to build or improve an existing plan and other critical requirements essential to a high performance strategic plan and planning process.

Our Strategy Process

With over 300 years of combined senior banking experience, CCG Catalyst quickly understand how the current strategic planning and implementation processes function in your bank. We will determine what starts the process, explore the steps and activities that comprise strategy development, assess the engagement of leaders, review process outputs, identify linkages to execution and determine the ultimate impact of the process. We compare these findings with our research and industry knowledge to highlight where critical gaps exist. We then deliver to a roadmap that shows where and how the existing planning process should be strengthened. Most importantly, we sit at the table alongside the bank to guide all essential changes.

Four phases of work steps return a set of focused and action oriented deliverables.

Our Team

A collaborative perspective guides CCG Catalyst relationships both internally and with clients. We take a long-term view in our relationships. We strive to build bonds founded on respect, caring, honesty, mutual support, and investment. We work together in a manner that is team-oriented, constructive, and challenging.