Below is an Overview of the areas of the practice of Charles E. (Chuck) Wilson, Managing Principal for your reference when your organization is looking for a Quality-Proven Track Record Resource to provide Assistance.
Strategic Planning Facilitation with:
a) Board of Directors and/or b) Senior Officers/ Management Team
Three (3) Phase Approach to Formalize Strategic Planning Process
- Phase I Thorough Preparation
- Phase II Strategic Initiatives (Direction) and Strategies (WHAT the Organization INTENDS To Do) Development
- Phase III Business Plan(s) of Action(s) and Budgeting Process
Board of Directors Effectiveness Issues
- Board Succession
- Management Succession
- Structure (Meetings, Committees, etc)
- Board Effectiveness Evaluation/Assessment Process
- Performance Management Process
- Business Development/Advisory Boards
Organizational Effectiveness Issues
- Structure
- Executive/Senior Officers and/or Management-Leadership Team
- Recruiting, Interviewing, Hiring and Retaining the RIGHT Employees
- Training and Development of Employees
Culture (Providing a Clearly Positive DIFFERENTIATING Consumer Experience)
- Creating the COMPETITIVE Advantage
- Consultative Selling/Sales (by ALL Employees) Processes and Practices
- Quality Customer Service vs. Customer Service
- Managing Relationships Customers (MRC)
- Identifying, Retaining and Expanding Relationships with Best/Most Valued Customers
Enhancing Marketing Effectiveness
- Plan Development
- Market Intelligence
- Segmentation
- Campaigns for a) Retaining & Expanding with existing Customers and b) Focused Approach for Attracting New Customers
Improving Performance, Productivity, Profitability
- Specific Business Line (Commercial, Consumer/Retail, Mortgage, Financial Services) Issues
- Best Practices of High Performance Banks
Speaking-Education-Seminars Training Services
- Providing on-site Education & Information relating to the areas shown above for
a) Management-Leadership Team,
b) Boards of Directors
c) Employees at all levels
- State and National Banking Associations Conferences, Conventions, Seminars
Please contact Charles E. (Chuck) Wilson by telephone or e-mail to discuss your Interest/Needs.