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    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key

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    The Operation/Branch plans must define the objectives, timeline and resources required to meet the growth objectives of the business unit, department or branch.

    Analysis of opportunities is useless if it doesn’t degenerate into work. Operational planning, by definition, results in action plans for day-to-day work.

    Branch/Operation Planning

    The Five Key Elements:

    1. A definition of services to be provided

    2. Initiatives that support the End Game Vision--- What are the Branch Goals?

    3. An examination of available synergy

    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key

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    department or branch.

    Analysis of opportunities is useless if it doesn’t degenerate into work. Operational planning, by definition, results in action plans for day-to-day work.

    Branch/Operation Planning

    The Five Key Elements:

    1. A definition of services to be provided

    2. Initiatives that support the End Game Vision--- What are the Branch Goals?

    3. An examination of available synergy

    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key

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    sults in action plans for day-to-day work.

    Branch/Operation Planning

    The Five Key Elements:

    1. A definition of services to be provided

    2. Initiatives that support the End Game Vision--- What are the Branch Goals?

    3. An examination of available synergy

    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key

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    o be provided

    2. Initiatives that support the End Game Vision--- What are the Branch Goals?

    3. An examination of available synergy

    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key

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    gy

    4. A commitment to timing and sequence of major steps

    5. An agreement to measurement criteria and targets

    The Five Key Steps

    Step 1 – A Definition of Services to be Provided

    Criteria:

    • It must be future oriented

    • It must focus on the external environment

    • It must consider local competition, customers and products

    • It must consider branch weaknesses as well as strengths

    • It must match strengths to local market needs

    Typical Questions:

    • What is the purpose of your business?

    • What business are you in now?

    • What business should you be in?

    • What are you good at?

    • What have you failed at?

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