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> Strategy Planning & Execution

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When You Want Real-World Strategic Planning That Produce Results

Often strategic planning is done at such a high level that the actual implementation is stymied by day-to-day issues. When you hire us to assist with strategy planning, we will operate, first with your goals as our driver, and then we will provide value-added advice and real-world examples to help ensure success.


Call us when you need someone experienced but adaptable. We can facilitate results-producing efforts from senior executives and frontline employees. We recognize that inclusion and consideration of individuals and systems at all levels of your organization is necessary for a successful plan. We can provide support at each phase of the plan including:

  • Planning team development

  • Team leadership and consensus building

  • Missions, objectives, and milestones

  • Meeting facilitation

  • Customer, employee, and management focus groups

  • Action plans and assignments

  • Forecasting and budgeting

  • Monitoring, measuring, and reporting results

When Outside Strategic Planning Help Makes Sense

Often bringing someone in from outside your organization is beneficial because:

  • You may not have someone in-house with the experience or time to give the effort a high level of attention;

  • An objective viewpoint can be critical for unique insights, innovation, and
    discovering potential problems;

  • An outside resource communicates commitment to the plan and therefore
    may garner a higher degree of accountability;

  • A dedicated resource can move the project along at a quicker pace and instill a sense of confidence in your staff that goals can be met.

Our Process For Financial Institution Strategy Planning

An organizationís strategic process evolves and changes based on business cycles, organizational maturity, and operating performance. Strategy process can vary each year from strategic alternatives, strategic vision and goals, to tactical resolutions.

Stage One - Strategic Guide

Define performance and operating framework

Identify participants

Preliminary strategy interviews and surveys

Stage Two Ė Information and Assessment

SWOT Analysis





Customer Requirements


Focus Group

Stage Three - Strategic Plan and Consensus

Review and discuss stage two analysis

Review economic trends

Review peer analysis

Discuss stage two information

Define Key Vision Components and Strategic Direction

Component Goals & Measures

Initiatives and preliminary budget

Review Plan versus SWOT

Approve Plan

Stage Four - Action Planning

Prioritize Goals & Initiatives

Develop objectives and milestones for initiatives

Build action plans and budgets with assigned resources

Stage Five - Execute plans and measure


> NEW! Download Our Free Strategic Planning Primer!


Call Us Today at 877.616.4385 to Discuss Your Financial Institutionís Upcoming Projects.

Gregory A. Noonan & Associates, Inc.

Strategic Alliance

Anita Gentle Newcomb

To provide our clients with expert advice in strategic planning, we have teamed with noted expert Anita Newcomb. Anitaís experience spans over two decades in the financial services industry as a CEO, investment banker, and consultant. Anita has built a national reputation in advising some of the countryís most successful community banks as well as companies that interface with banks on a wide range of strategies including: retail banking, small business banking, valuing and structuring acquisitions and divestitures, branch optimization and geographic expansion, and organizational realignment.

Anita was formerly president, CEO and board member of ACB Business Partners, the for-profit subsidiary of Americaís Community Bankers.  She spent ten years in investment banking and strategic consulting with three national firms: managing director with Professional Bank Services, Inc., principal with The Secura Group and vice president of BEI Golembe. Earlier in her career, Anita was vice president of strategic planning, Security Pacific Corporation, Los Angeles, at that time the fourth-largest bank in the country, and investor relations officer and corporate secretary with Cullen / Frost Bankers, Inc., San Antonio, Texas.   

Anita is Chairman of the Advisory Board of the College of Business of Auburn University.  She is a member of The Womenís Advisory Board of Mass Mutualís Washington Group. She received a M.B.A. in finance with distinction from the University of Houston and a B.S. in accounting with honors from Auburn University, Auburn AL.  She is also a certified public accountant (inactive) and is a member of the American Institute of Certified Public Accountants

Gregory A. Noonan & Associates, Inc.

Toll Free 877.616.4385 In Memphis 901.218.9453


P.O. Box 381433, Germantown, TN 38183-1433