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

Content:

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.