The guidance, tools, templates, and research you need to create your organization’s strategic vision for 2020 are available in one easy-to-use kit.

“We’ve spent the last 30 years providing strategic planning services for banks and credit unions, and have developed many best practices.  We’ve put our knowledge into a Strategic Planning Kit to help you lead an actionable planning process for your organization.”Bill Goedken
idea5 | Stratezy

Contents of the Strategic Planning Kit

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    1 - Strategic Planning Booklet

    This is an overview of the materials contained in the Strategic Planning Kit and how to use them for a successful planning season. It contains various sections including many best practices, references, and tips based on idea5 CEO Bill Goedken’s nearly 40 years of experience working with thousands of financial institutions.

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    7 - Balanced Scorecard Template & Examples

    How are you doing compared to your plan? There are many best practices in Balanced Scorecards that go way beyond just financial metrics. We break it down for you.

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    2 - Strategic Planning 101 - A Primer

    Why should you spend time doing Strategic Planning? How does it help your financial institution? The primer defines an Eight-Step process, including a video tutorial, designed to help guide the strategic planning process at your institution. The primer also references many examples of agendas, tips, logistical considerations, and other best practices to use in your strategic planning process.

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    8 - Strategic Planning Logistics and Timetables

    Who should be involved with planning? Where should meetings be held? How about a timeline of the entire process? Keep your planning process on track with many best practices and a GANT chart template of the who, what, when, and where of Strategic Planning. Customizable to your institution and consistent with the 8-Step Strategic Planning process mentioned above.

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    3 - Video Tutorials

    Eight tutorials with a step-by-step guide led by Bill Goedken, a financial institution industry expert with nearly 40 years of experience helping thousands of financial institutions. Bill guides you through the process and offers valuable tips to insure your Strategic Planning is a success.

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    9 - SWOT Exercise

    A thought provoking exercise on Strengths, Weaknesses, Opportunities and Threats (SWOT) of your financial institution. Tips and best practices on how to use the information to your advantage are given.

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    4 - Custom Economic, Peer and Top 10 Current Issues

    Want a “kick off” presentation to your group? It’s already DONE – including your institution’s data customized into the presentation. As a bonus, we also give you our quarterly Top 10 Issues guide which shows the topics that are being considered at the board and c-level at many other institutions.

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    10 - Dream Ahead to 2020 Exercise

    This is a fun group exercise to look ahead to the future and imagine the what, when, who, and how your institution might look by 2020 and beyond. Careful! You might spur much discussion!

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    5 - Mission, Vision, Core Vales Purpose and Examples

    Who are we? Why do we exist? What is our Purpose? Many examples of financial institution Mission, Vision and Values are given.

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    11 - Table of Content for Planning Books

    Shows the different “sections” for a planning document. Many are contained already in the Strategic Planning Kit. Great documentation internally and also for the examiners.

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    6 - Big Rocks, Little Rocks and Initiatives (Goals, Strategies and Action Plans)

    How do Goals and Strategies flow from the Strategic Planning Process? How many should you have? This section gives you guidelines and tips on best practices to make your goals reasonable while moving the institution forward.

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    12 - Templates on Agendas and More!

    Different examples of agendas for the Board of Directors, Management team, and follow up meetings.

“Over the years, Strategic Planning has been an important function at American National Bank and we involve both the Board and the Management team. Bill Goedken, the CEO at idea5, has been part of that process for some time. idea5’s industry expertise serves as great background material for our Strategic Planning process.”
Adrian Breen
President and CEO
American National Bank
Omaha, NE
“At HawaiiUSA FCU, we have been involved with Bill Goedken and his team at idea5 – and before that Profitstar – for over 25 years. His insight into financial institution industry issues and trends impacting the future has been invaluable. I highly recommend you take a look at idea5’s approach to Strategic Planning.”Karl Yoneshige
President and CEO
HawaiiUSA Federal Credit Union
Honolulu, HI