Strategic Planning

Establishing a solid business plan is one of the most important ‘best practices’ for the future success of a financial institution. Well-designed plans should include both short- and long-term goals, as well as answer these questions: “Where are you now? Where do you want to go? How will you get there?” At Forvis Mazars, we focus on bank leadership and helping you establish the future direction of your organization. Let us help your Board and executive management team answer the questions above, and many more.

Our experienced consultants will help guide your leaders through strategic planning sessions and facilitate discussions that can define the vision, mission, core values, strengths and weaknesses, short and long-term goals, annual goals, and action plans for your institution.

We will also share valuable insights on industry trends and specific market information that applies to your institution’s business model. And most important, we can offer advice as your plan becomes a reality—including monitoring progress, suggesting modifications if needed, and supporting initiatives that can lead to successful outcomes.