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Saber & Associates, Inc
 
 
"She (Terry) has an enviable record of accomplishment in facilitating strategic planning for community banks throughout the U.S. Terry works with the boards of many different community banks in all areas of strategic thinking, including board development, succession, leadership and mergers/acquisitions."

 -Independent Community Bankers of America (ICBA)
"Thanks for an excellent day... which may be remembered as a watershed day in the history of our bank."

 -Community Bank in the Midwest
 

Strategic Planning

Saber & Associates is known for its customized, organization-specific strategic planning. With a process honed and developed from multiple decades of work with community banks, each client receives an end product Strategic Plan unique to their organization. A highly participative process, planning begins with a comprehensive pre-planning GPS Survey that collects input from the Board, Management and all levels of employees. Such input can also be supplemented with customer input, segmented by market niche. The end result is a customized Plan specific to the needs of your institution. Many of Saber's clients are on their third or fourth 3-year plan, with repeat and ongoing client relationships that have been developed and continued over a 10-12 year time period.

A comprehensive planning process includes the following components:

GPS Survey

  • This online Survey solicits a variety of input from your entire organization (Board, Management and Employees).
  • Information is then analyzed by category and by different demographic groups.
  • Survey also includes a number of open-ended questions to allow participants to answer questions in their own words.
  • Learn more....

Strategic Planning Meeting

  • SWOT (based on GPS Survey results)
  • Strategic Priorities (based on GPS Survey results)
  • Goals and Strategies
  • Mission and Vision
  • Financial Measures of Success
  • Action Plans

Please contact us for a detailed description of our process and planning and ask for a FREE GPS Survey demo.