I just wrote an article concerning strategic planning for a leading publication for financial services…

As I was researching and planning the article (yep, I even strategically plan for an article on strategic planning!) it dawned on me that the exercise of planning is JUST as important as the plan itself.

I am reminder of a famous quote from Dwight D. Eisenhower…the general and US President… he said:

“In preparing for battle, I have always found that plans are useless, but planning is indispensable!”

When I examine this quote…I realize three important tenants that I have faithfully followed in my own career– and I am paid quite well to help banks and credit unions conduct their planning and visioning projects!

The tenants that I follow are:

  • Engage:  staff, customers, business partners and in ways that ensure the plan becomes part of their everyday world
  • Update: the best plan is reviewed for modifications the very next morning after it is written
  • Measure: measure everything, report everything and communicate everything

Look for more articles, insights and planning tips in the coming weeks—

Planning…its just what I do!


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