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


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.

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Source: Financial Advising Practice Strategic Planning Template PDF document


Financial Advising Practice Strategic Planning Template

Sold by Karen Reitor, Communique Productions Inc (this author has 86 documents)


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This business document is categorized under the function(s):

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 497.3 KB

Number of Pages: 21

Related Topic(s): Strategic Planning

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

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