“In 2008 Jim Jones, First Wellesley Consulting, was hired to maximize the benefits of organizing and conducting a Strategic Retreat for our board and management.

Many good things followed. Three issues jumped out as we assessed our results after the event. The pre-retreat survey Jim organized set a great jump off point for an effective meeting. Secondly, as a facilitator Jim Jones commanded the respect of all parties and effectively moved the group along the path. Third, the post retreat work with management established an effective process for documenting and monitoring the results of the retreat.”

—Joel G. Crowell
President and CEO,
Cape Cod Cooperative Bank

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

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 >

“We have been most satisfied with the results”

“First Wellesley has facilitated Federal Savings Bank’s annual strategic planning process for 14 years and we have been most satisfied with the results. Jim is a highly effective moderator who is able to engage all participants with carefully thought out questions and pertinent discussions. Jim’s knowledge of the financial services industry elicits a sense of trust and camaraderie among our staff, which results in very successful and productive sessions.”

—Donald Hatt,
President, Federal Savings
Bank, Dover, NH