Interactive Planning Tool.

​What must we do to improve or sustain performance?

Planning Tool

The deliverable includes a tool to develop a long-range plan.  As you enter inputs into the planning tool, you can instantly see how Member Value Added and Operating Muscle are impacted on the Cooperative Clout Matrix.

Click here to watch a video of how it works.

Planning Tool Inputs

The planning tool input screen allows you to quickly make changes and see the impact on the long-range plan.

• The first section focuses on productivity (Economy of Scale) showing you the relationship between input (expense growth) and output (balance and non-interest income growth).
• The second section focuses upon net interest margin by allowing you to adjust asset yields and funding costs.
• The third section focuses upon credit losses and loan loss reserve.
• The final section focuses upon "Do Good" initiatives.

Financial Plan

The screenshots below show the level of detail provided in the financial plan. You can use that information to help with the strategic planning process.