The Strategic Planning Lie That’s Keeping You Average
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.
If you haven’t done your strategic plan yet, be thinking about—not only the things I covered recently about strategic planning—but also the fact that one of the most important things you can do is bond your team.
Here’s the thing: if you’ve got great strategies, but people are not aligned behind them, the likelihood of getting them done is slim to none. Now, what happens in most strategic planning sessions is that people actually go sideways and they build resentments.
I worked with a bank team years ago, and the CFO and the head of retail did not make eye contact for about six months after the strategic planning session!
In fact, what should happen is there should be a bonding that happens there and a clear understanding that everyone on that team is 100% accountable for all the results.
And so there will be no, “Gosh, those people in marketing didn’t get it done; those people over at commercial didn’t get it done; hey, those wealth management people didn’t get their piece done.”
If you’re on the executive team, you are 100% accountable for every outcome that you list in your strategic plan.
So creating a bond during that strategic planning process and working through the issues is as important as creating phenomenal strategies with great alignment.
Getting that done is going to create a phenomenal year for you next year, and I look forward to hearing your great stories about how your team bonded at strategic planning this year.
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.
Hope doesn’t scale. Systems do. Find out how elite banks drive results with engineered behaviors and real-time accountability.
Roxanne Emmerich reveals how top 5% banks grow $100M+ in core deposits and triple cross-sales—without matching rates or chasing gimmicks.
Cross-selling isn’t a script—it’s a system. Discover how top-performing banks engineer daily discipline that triples products per customer and locks in loyalty.
One bank ditched fake smiles and vague reviews—and doubled profits in 12 months. Here’s how they built a culture that actually works.
Top execs are done with old sales playbooks. Discover what’s replacing them—and why one COO hasn’t missed a quarter in six years.
Most board meetings are packed with data—but starved of strategic clarity. Discover how the top 5% of banks engineer boardrooms that drive performance, challenge respectfully, and align with breakthrough plans. This week’s episode reveals what high-performing CEOs do differently—and how you can bring that same power to your board.
Top banks play to win. Discover what they do differently—and why it starts with culture and strategy.
Most banks track performance after it’s too late. In this week’s video, Roxanne reveals the exact metrics Top Gun CEOs use to fix results before they lag.
Midyear banking strategy not working? Elite banks accelerate, not apologize. Here’s how to finish strong—with accountability, margin, and momentum.