COMMUNICATIONS & STRATEGY

4. Strategic Positioning Distinguishes Community Bank

A regional community bank was doing very well with the growth of its client base, the quality of its balance sheet and the service levels it was delivering. As the leadership team grew the bank in asset size and employees, they found themselves enmeshed in some great opportunities yet also experiencing a lack of clarity and focus with their business model and original strategies. The team felt distracted and believed they were not as purposeful in their leadership as they had been in the initial stages of the business.

Results

Pathwise Partners facilitated meetings of the Leadership Team to help them refresh their strategic positioning and distinctive messages for the marketplace. As a result, the members of the Leadership Team:

• are focused as a group on the key strategic initiatives of the organization, evaluating opportunities in the context of these initiatives, knowing which to pursue and immediately shedding those that should not be considered
• are very clear with their colleagues about the accountabilities required to deliver on the strategic goals
• are experiencing additional momentum toward their forecasted results