Strategic Planning

Most organizations have steering committees responsible for making short-term and long-term strategy decisions.  All truly forward-looking institutions will acknowledge that the appropriate strategy can be the difference between fortifying growth and ground shaking loss.  Yet, knowing that doesn’t make strategic planning any easier.  While developing your strategy, it’s easy to get caught up in the tactics.  At times, the line between the two can become quite blurred.  Not to worry.  PRI has navigated many a voyage.  We are stewards of growth and change.

Project Goals:

  • Develop a three-year, dynamic strategic plan
  • Regularly track and measure progress towards accomplishing long-term goals
  • Answer four key questions:
    • Where are we now?
    • Where do we want to be?
    • How do we get there?
    • How do we measure progress and success?



  1. Conduct pre-planning
  2. Facilitate strategic planning sessions with management and board
  3. Draft and publish the strategic plan
  4. Track and measure action plans each quarter



The ultimate goal is a dynamic, three-year strategic plan. PRI assists as the financial institution establishes 3-5 strategic initiatives that will provide direction over a three-year period.  The senior management team works together to prioritize those strategic initiatives and develop action plans. The action plans include goals, measurements, timelines, and assignments. PRI meets quarterly with the senior management team to track, measure, and report progress annually to the board.


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