Services / Strategic Planning

Strategic Planning

Business plans and the standard operating procedures, from credit policy to succession planning, that a growing business needs.

Business plan

Business Background and History
Vision and Mission
Core Values
Environmental scanning and economic review
SWOT
Target Market
Assumptions underlying financial plan
Operational Plan
Marketing model
Products
5 year Projections - Statement of financial position and statement of comprehensive income
Action plans
Reviews and controls (financial, internal, Human Resource, Operational, Strategic control)
Competition analysis

Standard operating procedures

Strategic Plan
Credit policy
Operational manual
Compliance policy
Enterprise Risk management including monitoring template
Business continuity and contingency planning
Internal control
Human Resources Policy
Succession plan document
Stress test scenario report on CAMEL