Strategy & Performance Improvement
Read CPG’s Five Strategy Questions for_2020
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.
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 support baseline/momentum forecasting and 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.
We roll up our sleeves to help clients implement strategic initiatives. Our implementation support work covers organizational design, management reporting/scorecards, changes to work flows (mapping, procedures), technology implementation, improved risk management capabilities, new product design, creating marketing plans and promotions, and the like. CPG can provide experienced support in these and many other areas of strategy implementation.
Doing more with scarce project resources is a big challenge today for many financial institutions. 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.
Scorecards & Ongoing Strategic Implementation Support
CPG helps its clients create scorecards to monitor and report on progress against the strategic plan and provides ongoing support during implementation including leadership team facilitation/engagement, ongoing reporting to the Board on critical trends impacting industry competitors, and revisions to strategic initiatives, scorecard targets, etc. in light of recent performance or changes to the organization’s situation.
For more information, please contact Mary Beth Sullivan, Managing Partner, 202-337-7872.