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Financial Advising Practice Strategic Planning Template (PDF)

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HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 21-page PDF document

BENEFITS OF DOCUMENT

Helps to establish a desired culture.
Facilitates agreement regarding specific Client Care commitments.
Provides a framework for detailing step-by-step actions to successfully deliver on goals and projects/initiatives.

DOCUMENT DESCRIPTION

This product (Financial Advising Practice Strategic Planning Template) is a 21-page PDF document, which you can download immediately upon purchase.

This template is designed to involve those closest to and actually carrying out the work in planning strategic enhancements to organizational missions, goals, structures and processes, etc. Team members feel a greater sense of ownership as they participate in planning that potentially impacts and transforms their work. Team members are involved in creating and committing to improvements and changes which can result in increased job satisfaction, morale and organizational success. Every team member reviews and agrees upon client care commitments and defines how greater success will be achieved over the next 12 to 18 months. Several tools are also provided for managing and reporting on projects. The planning is organized so that each step builds on the previous one. This helps team members build confidence as the planning progresses. The end product is a "roadmap" to success for the entire team that is regularly reviewed and updated.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Strategic Planning PDF: Financial Advising Practice Strategic Planning Template PDF (PDF) Document, Karen Reitor, Communique Productions Inc

ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. [read more]

Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.

Want to become an expert on Strategy Development? Take a look at the Strategy Development Stream, our most holistic collection of Strategy Development frameworks. Full details here.

DETAILS

This business document is categorized under the function(s): Organization, Change, & HR Strategy, Marketing, & Sales

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 497.3 KB

Number of Pages: 21

Related Topic(s): Strategic Planning

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 11, 2020
Most recent version published: Mar 13, 2020

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