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

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.

Strategic Planning Services

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

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.

Our Process

Collect Client Information

Collect and analyze key documents including most recent plan, succession plans, capital plan, and current budget projections.

Survey Executives & Directors

Send confidential SWOT and strategic initiatives survey and setup calls with respondents to gather additional insights.

Develop Plan

Create preliminary planning document from information collected prior to the planning retreat.

Facilitate Planning Meeting

Identify key strategic initiatives and develop detailed action plans to achieve identified strategies.

Final Deliverables

Send strategic plan to Board and Senior Management for review and final approval.

Past Engagements