A completely tailored approach to revitalize any financial organization. Using our patented formula TIP=P we can transform your firm’s structure and systems to match industry best practices and give you every advantage needed to reach your stakeholders’ goals.

Most annual planning processes are sub-optimized because they are typically based on estimates rather than facts (data). Even those firms that believe they are using data most times we find they are using the wrong metrics and therefore designing the strategic plan with unrealistic expectations that typically go unmet year after year. A fact-based approach uses the correct performance metrics to determine growth acceleration rates rather than estimating growth objectives and hoping that marketing and sales capacities (as well as onboarding and service delivery capacities) can achieve the desired outcomes. Strategic planning is a process and therefore has inputs, activities, outputs and outcomes. More specifically, our approach uses internally derived conversion ratios (inputs) to calculate and drive the necessary activities and outputs that will realistically achieve the growth objectives (the outcome). This we have found is the best approach toward building a realistic strategic plan. 

There is a well agreed upon step-by-step approach toward the develop of a strategic plan and it involves four (4) basic steps which we use at Relationship Velocity:1.Strategic management framework; ,analysis, strategy formation, goal setting, structure, control & feedback2.Company strengths and weaknesses (SWOT Analysis) & external environmental obstacles3.Goal setting through the identification of inputs, activities, outputs and outcomes4.Balanced scorecards and strategy maps developed specifically around the aforementioned elements and implementation of the plan including training and performance tracking.