Do you have a vision for your bank, but struggle to execute?

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Perhaps you are so focused on addressing the challenges of today that you can’t think about next year?  Or maybe you’re simply evaluating new facilitators for your Board or executive planning retreat. Regardless of the motivation, we know that while most bank Chairs and CEOs are eager to update their strategic plan many worry about using outside facilitators.  At KPN, we understand this and we believe our approach makes more sense.

We assist community banks develop a strategic roadmap to better results.

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Strategic Planning Facilitation

Most often our clients request a strategic planning retreat - a session away from the demands of daily business - to focus on the bank’s future. As such, we have developed a unique approach that starts with the template and is adjusted based on the culture and objectives of your organization and leadership.

Much of the planning document itself will be completed prior to the meeting so that discussions will focus on the bank’s performance and feasibility of future initiatives. KPN will act as the facilitator for the day with the additional purpose of obtaining the information needed to complete the planning document.

Upon completion of the retreat, we will develop a preliminary strategic plan for the Board and management to review. Once final input has been provided, KPN will deliver the final strategic plan including the board and senior management succession plans.

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Past Engagements

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