Strategy & Performance Improvement

Strategic Planning
Capital Performance Group has a proven process for building strategic plans that are grounded in fact, realistic and achievable, and serve as roadmaps to guide the entire organization. We’ve completed hundreds of strategy engagements over the last twenty years. Our assistance includes building financial, market, and competitive analytics; helping clients set business objectives and identify strategic alternatives to achieve those objectives; facilitating executive management and director planning meetings; and drafting plan documents to serve to communicate both internally and with examiners, investors, and other stakeholder groups.
 
Industry Trends & Market, Customer, and Competitive Insights
CPG can provide your management team and directors with information on industry trends that should be critical inputs to your plan discussions, including economic, profitability, segment, and product trends. In addition, we have developed tools to assess market, customer and competitive information and turn it into insights that can drive consensus on opportunities for growth.
 
Financial Modeling
At CPG, we are ardent believers in the motto “It’s all about the numbers.” To be meaningful, strategic and business plans must be tied to detailed financial analysis constructed from realistic assumptions. CPG has developed sophisticated financial models to quantify the impact on the balance sheet and income statement of key business initiatives, including business line expansion, de novo branching, new product launches, acquisitions, etc.
 
Implementation Support: IT, Operations, Marketing, Sales, etc.
Strategic initiatives to encompass the implementation of new technologies, changes to work flows, improved risk management capabilities, new products and marketing requirements, and the like. CPG can provide experienced support in these and many other areas of strategy implementation.
 
Project Management
Doing more with scarce project resources is a big challenge today for many banks. CPG consultants can establish and/or help staff a project management office to put in place the structure and disciplines necessary to ensure timely, coordinated, and effective implementation efforts.
 
For more information, please contact Mary Beth Sullivan, Managing Partner, at 202-337-7872 or via email.