Community Bank Consulting

Strategic Plan Development, Execution, & Review

Management & Board Evaluations

Profit and Capital Plans

Performance Enhancement & Line of Business Profitability Consulting

Incentive Compensation Plans

Corporate Governance

Succession Planning & Executive Recruitment
 

Selected Engagements

	Developed a strategic plan and an implementation methodology based upon client’s strengths and weaknesses and a line of profitability analysis. Integrated an acquisition strategy into the strategic plan. Assisted management in the evaluation of prospective merger targets and helped execute the strategy whereby client acquired Woronoco Bancorp and Factory Point Bancorp.
	Developed a strategic plan and an implementation methodology based upon the client's strengths and weaknesses and a line of business profitability analysis and their ability to achieve objective/goals. Integrated an ongoing capital plan and an acquisition strategy into a strategic plan. Assessed the value of implementing the strategic plan to the shareholders. Client utilized our strategic plans for fourteen years.
	Developed a strategic plan and an implementation methodology based upon the client's strengths and weaknesses and their ability to achieve the strategic goals.  Plan used for over 20 years. Helped the client create a loan pricing model and increase non-interest fee income.
	Facilitated strategic planning sessions with management and the board of directors where, collectively, we assessed the Bank's current strategic position, established what the Bank's best strategic initiatives were, and developed a plan (including milestones and contingencies) to implement the initiatives.
	Held interactive strategic planning sessions with management and the board of directors, we assessed the Bank's current strategic position, established what the Bank's best strategic initiatives were, and developed a plan (including milestones and contingencies) to implement the initiatives.
	Reviewed strategic alternatives with client. Developed a strategic plan and an implementation methodology based on client's strengths and weaknesses and their ability to achieve objectives. Improved operating performance to a 1.2% ROA from a 0.3% level. Assessed value of strategic plan to shareholders. Performance improvement attributable to a risk/return loan pricing model, better productivity, and deposit product and demand sensitivity analysis.
	Developed a management succession plan and corporate governance policy for this $1.5 billion bank. Advised the Board on the timing and financial implications of retiring executives and identified potential successors. A comprehensive review of corporate governance, including board structure, committee membership, rotation, and charters was performed. Advised the Board on their role in setting executive compensation and benefits.
	Developed a comprehensive corporate governance policy and incentive compensation plan for this $300 million bank. Facilitated a director self assessment program. Analyzed the Bank's strategic and business plan, historic performance, and market forces to develop a competitive and motivating incentive compensation plan for management.
	Developed a management succession plan, recruited a President & CEO and a Senior Loan Officer. Advised the Board of Directors on the strategic, corporate, and financial impact of retiring executives. Identified candidates for senior positions, including a President & CEO, and helped the Board develop a process for selecting successors.
	Performed a management assessment and director evaluation for this $400 million bank. Provided the Board with an in-depth written evaluation of management, which focused on technical competence, experience, and management skills required to successfully lead a community bank staff along with achieving the goals and objectives mandated by the Board.
	Developed a management plan and management assessment for this $400 million bank. Clearly defined the roles and responsibilities of each management function and composed comprehensive job descriptions for executive management. Provided a written assessment of management, tailored to the requests of the Board of Directors.
	Performed a management assessment of Senior Management. Recruited a President & CEO and a Senior Loan Officer to join this $100 million bank's management team.

More information about our Strategic Planning Clients and Projects [pdf]