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As a CEO of a bank you typically have an annual offsite that focuses on strategy, which generally means setting the revenue and profit goals for the year. What often does not occur is the creation of an action plan that connects strategy to targeted budget outcomes.

Together with strategy, banks also need a capability to monitor the key internal process metrics, such as marketing and operations, which drive budget accomplishment. Furthermore, there now are new technologies that can improve the annual budgeting process, making it easier and faster. Putting this all together requires a coherent planning approach, one that TSG can facilitate with your bank.

TSG offers facilitated executive strategy offsites that enable bank presidents, boards and staff to review and better align their organization goals with tasks and internal processes. In particular we pay close attention to the area of “marketing strategy execution.” TSG guides banks through a review of their strategy and helps them create a marketing strategy with action plans that can be monitored over the course of the year, together with a simple execution dashboard.


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The benefit to a community bank is a third party-facilitated discussion of the bank's goals, how those goals will be reached through better marketing execution, and how the board and management can monitor progress. The process provides a simple dashboard that can be used in board meetings to show execution progress and trends.


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