Phoenix Creative Planning Centers Foundation
Phoenix Creative Planning Centers Foundation, Inc.
P.O. Box 82181
Phoenix, AZ 85071
Executive Summary #3, Five Year Plan (Small Bank)
Client: Bank with approximately 10 branches
Sanctioner: Bank President
Leader/Director: Phoenix CPC Consultant
Coordinators: Entire Client Management Team
Team: All Employees (Survey). Bank Leadership Team of Direct Reports
Problem : “Five-Year Plan for the Bank”
Approach: Survey by computer of all bank employees for all issues,
and prioritize the top issues by the Client Management Team and all
Employees, in two sets of meetings. Phoenix CPC Consultant designing
a two-day offsite meeting for the Bank Leadership Team of Direct Reports
to the President, leading/directing the offsite in a fine hotel within
one-hour of all participants’
Results: All 13 initiatives were accomplished in five-years. Growth of 15%/ year.
Variations of five-year planning:
2. Started with five-year plan of a distributor, including 17 projects completed, followed by a seven-year plan. Results: Sale of company to a Fortune 500 company.
3. Doing a three-year plan for a consulting firm, breaking it down
into one-year key elements, and further breaking that one-year down
into quarterly targets. Results: Ability to meet quarterly for one-day
and annually for two-days to update the plan.