Мы содействуем становлению и развитию финансового сектора в странах Восточной Европы и СНГ, помогаем финансовым институтам добиться успеха, стабильности и процветания.


Целесообразность каждого из них необходимо оценивать сугубо с учетом поставленных задач, текущего состояния действующего бизнес-процесса, уровня квалификации персонала, уровня занятости основных специалистов и т.д. Положительные примеры реализации проекта есть как по любой из перечисленных форм сотрудничества с консультационными компаниями,

Training: «Strategy Development and Business Planning»

Target audience:

· Executives and managers of the bank engaged in formulating, monitoring and analyzing strategic and business plan

Our training: how do you benefit from it?

· creating a systemic picture of analysis, design and implementation of a strategy and giving an idea about data collection process and approaches used for the analysis of internal and external environment

· providing knowledge on the use of modeling and other analytical tools in strategy development

· considering different strategies to increase the company's value

· building understanding of business plan and its key components development principles as a part of a strategy

· forming understanding of a business plan implementation monitoring system and a corresponding benchmarking system


Day 1 (8 hours)

· Planning process.

· Data collection and analytical tools

· Assessment of internal and external environment of a company

· Economic and credit cycles

· Principles and approaches to strategy formulation

· Creation of regulatory documents – policies and procedures

· Modeling and increasing company’s value, new and innovation strategies

· Innovation strategies

· Monitoring and measuring of results

· Business plan value and role, required data

· Business plan key components and critical assumptions

· Business plan implementation monitoring system

Day 2 (8 hours)

Practical part (based on materials of the bank’s/branch actual performance)

· Analysis of the bank’s current business-strategies

· External environment evaluation (PEST analysis, quantitative analysis) and internal analysis (SWOT analysis)

· Positioning on the market and segmentation

· Decomposition of the bank’s performance (selected branches) into separate processes

· Description and modeling (notation) of the processes of selected branches

· Compliance of the organizational structure to strategic and business plans

Day 3 (4 hours)

Practical part. Principles of business plan development

· Data required – collection and analysis tools (case study)

· Identifying structure of the business plan

· Change management

· Analyzing and discussing examples from the participants’ life experience

Additional description:

· Duration of the training is 1-3 days (8-20 hours), subject to specific client’s needs.

The training is carried out in an interactive way and is supported by case studies, role plays and problem solving. Participants are provided with training materials.


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