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A new approach to strategic planning – Financial Services Forum

Oct 27, 2021

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model. Transformational planning is a framework designed to help organizations understand their business model, better meet their customers’ needs and guide a successful redesign to meet the new challenges ahead.

Transformational planning is the process of developing a strategic plan for adapting an enterprise's business processes through the modification of policies, procedures, and processes to move the organization from an "as is" state to a "to be" state. It also means asking tough questions about customer needs, delivery of traditional services and using technology to both leverage the strategic planning process and track ongoing performance to plan.

This webinar was designed for: Executives in financial services organizations


Robert H. Zondag, CTP
Senior Manager
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