Strategic Planning Resources on BNET
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Strategic Planning

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Preparing A Mission Statement Is Challenging
Mission statement is a clear and concise statement that spells out the methodology of attaining short-term objective of an organization. Mission spells out what is to be done by the organization and how in a given time period. Mission statement proves to be a useful tool in strategic planning and...
Tags: Family Business Institute Inc., Strategic Planning, tool
White papers
Banorte - Algo Market & Credit Integration Case Study
In less than 10 years BANORTE has grown from a regional bank to become one of the largest institutions in Mexico, with nation-wide coverage. But with that growth has come the problem of managing a diverse and complex set of portfolios acquired through mergers, as well as the challenge of...
Tags: Strategy, Algorithmics, Mexico, Strategic Planning, competitive advantage, merger, bank
Case studies
Success Story: Long-Term Financing to Increase Inventory - A Capital Idea
When Arctic Spas President realized he could drive significantly more revenues by increasing his company's inventory and broadening its range of products, he knew that this was a business opportunity worth pursuing. The President of the company is now seeing the real advantage of diversifying its product line and increasing...
Tags: president, sales
Case studies
Gearing Up for International Markets
Today, Canada's businesses export over $400 billion in products annually to about 200 countries, ranking Canada first among industrialized nations for export volume as a percentage of Gross Domestic Product. Over the last two years, BDC has recognized this growing trend and has also increased export financing to small businesses...
Tags: Canada, financing, small business
White papers
Reorganizing Your Finances
Whether a person is facing rapid growth, dealing with seasonal sales fluctuations or looking for additional capital to finance a new project, refinancing may be an option. Put simply, refinancing enables a person to restructure his or her debts to obtain better payment conditions, and can benefit successful companies as...
Tags: Sales strategy, Operational accounting, Financial accounting, finance, payment, sales, benefit
White papers
Making Capital Gains
Without sufficient working capital, a person risks putting his or her operations in jeopardy, particularly if the person is experiencing rapid growth or fluctuating seasonal sales. A person should not wait until his or her cash runs out before he or she starts thinking about how to get the working...
Tags: Managerial accounting, working capital, financial, sales
White papers
Techniques for Better Cash Flow Management
It's a challenge for even the biggest firms: sustaining working capital while managing the flow of cash through the business. But there are ways to ensure that the operation makes the best use of its cash on-hand. They combine cash flow budgeting with the use of financial resources from outside...
Tags: Managerial accounting, working capital, budgeting, technique, financial
White papers
BDC Perspective: Effectively Managing Working Capital
Entrepreneurs experiencing rapid growth are often confronted with the challenge of not having enough cash on hand to operate their businesses. Although working capital is seemingly a simple calculation of current assets minus current liabilities, business owners can easily lose sight of how much they need to keep their businesses...
Tags: Managerial accounting, working capital, asset
White papers
Working Capital: Your Best Financing Options
Working capital is the lifeblood of any business. Defined as a person's current assets minus current liabilities, think of it as the amount of cash that the business has to operate. The challenge for entrepreneurs is to balance this amount i.e. not too much (where it sits unused) and not...
Tags: Managerial accounting, working capital, financing, asset
White papers
Linking Quality to Finances
The Quality profession has always been about improving processes, products and services. From TQM to PDCA to Six Sigma, all Quality methodologies are focused on eliminating defects and the root causes of those defects. It involves products that satisfy the customers, running processes at greater efficiencies, producing less waste and...
Tags: TQM/Six Sigma/ISO 9000, Strategic planning, Quality, iSixSigma, defect, business productivity, Total Quality Management, Six Sigma, finance
White papers
Patni Strengthens and Extends the Services Portfolio of a UK Based Client Through Helpdesk Support
The client is one of the leading providers of IT Services and business process management for customers in the UK. The client's business expansion plans called for frequent add-ons, upgrades and expansion to its network architecture. As a result, it had acquired a hybrid network infrastructure to address its changing...
Tags: Call centers, NETWORKING, Operational planning, Network administration, Strategy, Patni Computer Systems Ltd., network stability, business expansion, help desk, network architecture, BPM, network infrastructure, IT services, network, business process, team, information t
Case studies
Strategic Planning for Sarbanes-Oxley 2005-2007 - Ongoing Aspect of Law Means We Must Always Look Ahead
The Sarbanes-Oxley Act (SOA) may have become law in 2002, but public companies are only now feeling its full impact, and they will for years to come. The paper outlines that the management of public companies this year must issue the first of what will be annual reports on the...
Tags: Sarbanes-Oxley, Regulatory compliance, Regulations, Protiviti, Sarbanes-Oxley Act, annual reports, Strategic Planning, financial reporting, SOA, financial
White papers
Recognizing the Value of IT Portfolio Management
In the rush to cut technology spending as the recession took hold, much Information Technology (IT) executives have found themselves focusing on emergencies and daily blocking and tackling rather than long-term strategic planning. The leads to short-term job security and dwindling control over those spending initiatives that were left. The...
Tags: Recruitment & Selection, Strategy, Protiviti, Strategic Planning, Excel spreadsheet, information technology, job, Web site, Web
White papers
Aurora Municipal Center Aurora, Colorado: Municipal Center Sets New Standards With Systems Integration
The Aurora Municipal Center (AMC) is the heart of the Aurora City Center, a massive development and redevelopment project implemented by the City of Aurora, In addition, the City wanted to bring standardization to the way it operates and maintains its overall infrastructure including HVAC, building automation, security, and fire...
Tags: Johnson Controls Inc., HVAC, systems integration, knowledge, security
Case studies
E-Marketing
Strategic planning is the managerial process of developing and maintaining a viable fit between long-term organizational goals, organizational resources, and the changing market conditions. The Strengths, Weaknesses, Opportunities, and Threats (SWOT) Analysis forms an important element of the strategic planning process. The paper examines the SWOT Analysis and discusses issues...
Tags: Marketing research, Lamar University, SWOT analysis, Strategic Planning, e-business, analysis
Presentations
Federal Home Loan Bank of Atlanta: PRIZM Targets Market Potential for Community Banks
The Federal Home Loan Bank of Atlanta (FHLB) collaborates with community-based banks, thrifts, credit unions, and insurance companies. Because of their small size, these institutions have few resources for in-depth market analysis. To address the unique needs and potential of their local markets, Adele McMurry, senior product specialist of Federal...
Tags: Financial services, Strategy, Claritas, bank, Strategic Planning, analysis, business development, insurance, marketing, financial, desktop
Case studies
Seasonal Business: Should You Consider Refinancing?
If a person has a seasonal business such as tourism or farming, the person may have difficulty meeting financial obligations during sluggish periods. Even though revenues may be decreasing, the person still has to pay for fixed costs. Refinancing a loan for variable monthly payments can help to better control...
Tags: Operational accounting, payment, financial
White papers
The Genesis Multi-Storey Car Park
The brief was to design a 1000-space multi-storey car park for staff at Heathrow's World Cargo Centre to suit the site constraints. The car park was to incorporate a small retail area at ground floor and meet the requirements of a gold standard award. It was to be durable, fit...
Tags: Corus Group
Case studies
Leadership - The Link Between Planning & Doing 
After reading the preceding articles in this section on strategic planning, one will have a sense that strategic planning involves more than getting together for one day a yearto develop a strategic planning document. Strategic planning is both a logical, rational process, and a process that involves people. It takes...
Tags: Strategy, Strategic Planning, leadership, leader
White papers
Strategic Plan to Modernize New Business Processing for a Life Insurer
A leading US-based insurance company offers insurance products, investment products, and advisory services that address client needs for financial security and protection, capital accumulation, asset distribution and estate preservation. The New Business (NB) department was struggling to cope with pressures to maintain competitive cost position, move to a dual campus...
Tags: Team management, Financial Planning, Infosys Technologies Ltd., insurance company, insurance, Strategic Planning, team, asset, financial
Case studies
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