Strategic Planning Certification
Planning master Daniel Clark will provide a deep understanding of the strategic planning process. You will learn how to set objectives, assess risks, create a strategic business plan, and lead its implementation.

What You'll Learn

  • 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
Skip to product information
1 of 1
On-Demand
Certification
Option
Regular price $478.00
Regular price Sale price $478.00
Sale Unavailable
View full details
INFORMATION
Training Overview

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
Recommended Audience
Who Should Attend?
  • Chief executives
  • Leadership team members
  • Bank staff
  • Auditors
  • Operations managers
  • Safety managers
  • Supervisors
  • Managers
  • Development staff
  • Program directors
  • Board members
  • Business owners
What's included
Training includes
  • Certificate of Attendance
About

Expert Presenter

Daniel A. Clark
  • Over 30 years of experience in the financial industry
  • Focused on risk management and internal audit for the last 19 years
  • Previously director of operations for internal audit at GE Capital
  • Industry public speaker
  • Wrote the book Dare to Be Different: An Auditors Personal Guide to Excellence