Strategic Planning Certification

Earn your Strategic Planning Certification. Build skills to prepare your institution for future success and evaluate plans of your accountholders.

The pandemic has created a need to adjust strategic business plans. Affecting entire organizations, strategic planning requires discipline, creativity, and dedication.

Whether leading the development of a new strategic business plan, participating in planning sessions, or evaluating your clients’ or members’ plans, you need to master the process and know how to add value.

Our Strategic Planning Certification program will enable you to:

• Participate in your financial institution’s planning process
• Evaluate the strategic plans of your clients or members
• Demonstrate your expertise inside and outside your organization
• Advance your career with planning skills in high demand

We have packed a large volume of immediately actionable content into three engaging webinars:

Webinar 1: Strategic Planning Strategy And Process

Strategic planning strategy

• The role of objectives
• Benefits and challenges
• Five strategic planning models

Webinar 2: Assessing And Mitigating Strategic Risk

• Deeper dive into strategic models
• Strategic risk assessment

Webinar 3: Constructing, Implementing, And Sharing The Strategic Plan

• Constructing the strategic business plan
• Steps to ensure validity
• Plan approval
• Plan implementation
• Strategy for updates
• Tactics to share the plan with colleagues and motivate them to achieve goals