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Phoenix
Creative Planning Centers Foundation |
Phoenix Creative Planning Centers Foundation, Inc.P.O. Box 82181 Phoenix, AZ 85071 602.997.6966 tel 602.997.9776 fax |
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
to the 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.
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