Strategic Plan Policy - $100.00


The purpose of this Strategic Plan Policy is to address a financial institution's strategic planning process that is intended to guide the direction and decisions of Senior Management and the Board of Directors.  In this regard, a dynamic, carefully attended to, well supported, and sound plan 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 policy template (approximately 11 pages) is available to purchase from in Microsoft® Word format for $100.00.

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