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Bank Strategic Plan Template

Strategy cannot be executed if it cannot be communicated, so we have designed a one page format (put the two pages side by side so that it is one, 8 ½ x 17 page) that includes all the various components of strategy.

Once you complete the form to your right, we will provide you with a sample of a completed One Page Bank Strategic Plan™ for a fictitious community bank. All of the terminology may not be familiar to you, so please contact us with any questions.

In a planning project, we would complete this document for you as we worked through a facilitated session. We would also provide about 8 pages of supporting documentation including brief descriptions of each section and definitions of the terminology.

We would love to hear your questions and please share your experiences as you use this powerful tool.

NOTE: Our sample One Page Bank Strategic Plan™ is available to US bank executives only. By requesting and receiving a copy of Abound Resources One Page Bank Strategic Plan™ you are agreeing to the following terms:
  • You will properly cite Abound Resources when using Abound Resources’ One Page Bank Strategic Plan™ in any form or manner with the following statement “Used with permission by Abound Resources, Inc.” Using just the results from the risk assessments and/or using derivative works of the risk assessment must also be cited.
  • You will not share Abound Resources’ One Page Bank Strategic Plan™ with anyone other than employees of your organization, Board members of your organization, independent auditors or state or federal examiners. You agree not post the Abound Resources’ One Page Bank Strategic Plan™ to public or private websites, email it outside of your organization or otherwise distribute it to anyone. You may, however, share the following web page where others can request a copy of One Page Bank Strategic Plan™.
  • You waive any claims from its use.
  • In return, Abound Resources, Inc. grants you and your organization a non-exclusive, non-transferrable license to use Abound Resources’ One Page Bank Strategic Plan™.