Frederick Martin can assist developing your business plan in a variety of different ways. Typically, we facilitated a planning session with your board and key members of executive management. Pre-meeting questionnaires are provided to those attending, allowing for each one to come prepared with specific objectives and how best to achieve them. As an option, we can provide culture surveys to be completed by your staff, perform market surveys and facilitate focus groups with key clients.

We will work with an approach that you feel is most beneficial to your financial institution. Whatever the approach, our goal is to help you develop a strategy that is focused on your key performance objectives that are achievable in realistic timeframes.