Services: Strategic Planning
Your goal is to create a long-term strategic plan that collaboratively incorporates the input of directors and senior management. You want to utilize a facilitator with extensive industry experience and a proven planning framework.
First Wellesley provides financial institutions with a strategic planning process, facilitation and document services to produce collaborative, long-term strategic plans.
Jim Jones, your facilitator, is the strategic planning instructor for the New England School for Financial Studies. He speaks nationally to CEOs about the future of the financial services and mortgage industries.
Strategic planning includes envisioning the future.
In October 2003, Jim Jones predicted the future of the mortgage industry in “Fast-Forward,” A Mortgage Banking article. 14 major predictions – How many are “on the mark” today? Read the Article >