Strategic Planning Years 1, 3 & 5: Scope, Techniques & Elements in Drafting Your Written Plan

It should come as no surprise to community bankers that management and directors must think strategically if the bank is to thrive. Compressed margins, consolidating charters, capital levels, increased non-bank competition, enterprise risk management, and regulatory compliance continuously require leadership to take a good hard look at the bank and set strategy for the future. It may come as a surprise, however, that many community banks have done little, if any, formalized planning. To ensure continued success and profitability, every community bank board and management team should engage in intentional, “big picture” planning and formalize the process and results into a well-written strategic plan. This webinar will provide an overview of the strategic planning process and address its scope and substantive considerations. In addition, it will cover how to prepare an agenda, outline various techniques used in drafting the written plan, and address the elements of a well-documented strategy.

Recorded Wednesday, September 2, 2015

Continuing Education: Attendance verification for CE credits upon request


  • The directors’ job to plan strategically
  • Remaining open to change is a necessity
  • How to avoid strategic planning becoming a waste of time
  • Overview of substantive strategic planning elements
  • Mechanics of the strategic planning process
  • Creating an agenda for the planning session
  • How to appropriately document the strategic plan
  • Monitoring and re-evaluating the strategic plan

    • Ten commandments for effective strategic planning
    • Strategic planning checklist
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for CEOs, senior officers, and community bank directors.


Webinar content is subject to copyright and intended for your individual financial institution’s use only.