Strategic Plan Policy
This Strategic Plan Policy Template addresses the strategic planning process of a bank, credit union, fintech company, or other type of financial institution that provides a dynamic, carefully attended to, well supported, and sound planning is fundamental to effective management and is a key to anticipating and dealing with uncertainty, rapid change, managing risk, and everyday challenges and opportunities related to constantly evolving economic and market conditions, competition, and innovation, along with emerging or unforeseen risks, such as cyber threats or natural disasters.
Table of Contents
- Purpose and Contents – Topic 1
- Policy Statement – Topic 2
- Strategic Plan – Topic 3
- Profit Plan and Budget – Topic 4
- Audit Policy – Topic 5
- Staff Training – Topic 6
- Retention of Documentation – Topic 7
This Strategic Plan Policy Template (approximately 12 pages) is available to purchase from BankPolicies.com in Microsoft® Word format.
NOTE: The complete contents of this product are also included in the Corporate Governance Policy Template.
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