Creating a Vision and a Plan for Success

January 20, 2022 by Bernadette Brogan

STRATEGY

FINANCIAL SERVICES FIRM

CASE STUDY

OUTCOMES

70+

Recommendations To Optimize Their Organization

3 YR

Roadmap And Change Management Plan To Transform The Business

NEW

Vision, Strategic Outcomes, And Goals

Creating a Vision and a Plan for Success

Problems

This regional bank had three under performing business lines and not a clear, well articulated strategy. They brought in Company Expert to create a vision and strategy and to develop recommendations to scale and optimize their operating model.

Solutions

Company Expert started by baselining the organization through an assessment of their HR, Technology, Processes, Metrics, Capabilities, and Organization. The result of this work was a solid understanding of their current state. We then created the bank’s future state by creating a vision, strategic outcomes, and goals. Next we developed over 70 recommendations to close the gap between their current and future state. Given the magnitude of change we developed a transformation and change management plan for them to implement.

Outputs

  • Vision, Strategic Outcomes and Goals
  • Transformation Plan
  • Change Management Workshop
  • Change Management Plan
  • Management Reporting Best Practices
  • Operating Model Assessment Including – HR, Technology, Processes, Metrics, Capabilities, and Organization

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