Banking Strategy Plan Template

Reach new markets and maximize profitability with our comprehensive Banking Strategy Plan Template.
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Banking Strategy Plan Template

What is a Banking Strategy Plan?

A banking strategy plan is a set of goals and objectives created by financial institutions, such as banks and credit unions, to increase growth and profitability. These plans are often developed in order to create a competitive advantage, reach new markets, and improve customer satisfaction. A banking strategy plan outlines the key focus areas, objectives, and associated actions needed to reach the desired goals.

What's included in this Banking Strategy Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Banking Strategy Plan template for?

This banking strategy plan template is designed for banks and credit unions of any size. Whether you're a small local bank or a large international corporation, this template provides the structure to develop a comprehensive plan to increase growth and profitability.

1. Define clear examples of your focus areas

Focus areas are the overarching themes that define the direction of the banking strategy plan. Examples of focus areas may include increasing customer satisfaction, expanding digital offerings, and increasing security. A clear focus area should be identified and objectives should be set to achieve the desired results.

2. Think about the objectives that could fall under that focus area

Objectives are specific targets that need to be achieved in order to reach the desired focus area. Examples of some objectives for the focus area of Increase Customer Satisfaction could be: Enhance customer experience, and Improve customer access. Objectives should be achievable, measurable, and relevant to the focus area.

3. Set measurable targets (KPIs) to tackle the objective

Key performance indicators (KPIs) are measurable objectives that are used to track the progress of an objective. For example, under the objective of enhancing customer experience, a KPI could be to increase customer satisfaction from a rating of 5 to 9. KPIs should be measurable, relevant, and have an initial and target value.

4. Implement related projects to achieve the KPIs

Projects (actions) are the specific initiatives that need to be completed in order to achieve the objectives and KPIs. For example, under the objective of enhancing customer experience, a project could be to improve customer service. Projects should be achievable, measurable, and relevant to the KPI.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform helps financial institutions develop, manage, and execute their banking strategy plan. Cascade provides an easy-to-use interface to create objectives, set KPIs, and track progress. By utilizing Cascade, you can ensure that your banking strategy plan is successful and see faster results.

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Banking Strategy Plan Template
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