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Strategic Plan and Activation for Financial Institutions

For Business Owners     

We Help You Create and Activate Your Financial Institution’s Ideal Strategic Plan

Most strategic plans are made to check off a to-do required by regulators or the board, but they sit on the shelf and collect dust after they are created. I will help you build your ideal strategic plan and get 100% buy-in so your institution becomes the market leader.

Create your complete, ideal strategic plan.

Gain 100% team buy-in with my W3 system.

Become the leading financial institution in your market.

What is it costing you and your customers to not take action today?

Most financial institutions create a strategic plan but the wheels fall off when trying to implement and gain 100% team buy-in. If your strategy is just a set of numbers or goals that doesn’t guide you to achieving them, then you don’t really have a strategy. It’s either just a set of goals or a wish list. A strategy is your plan for getting there. It contains clear actions, owners and timelines. It’s something you and your board can sink your teeth into and give you the confidence that you will be able to achieve your goals. You don’t need to join the 82% of companies that fail to execute on their plans. You can join the few that become super successful and consistently beat the market and your peers.

As your experienced guide, we take you through our 7 step process of analyzing, brainstorming, choosing and committing to actions plans that will get you to your goal. We involve your team so that there is a strong sense of ownership and commitment to accomplishing your plans.

When your planning is done right you have a clear path to achieving your goals. You will know the key initiatives that will get you there so you can support and track progress and hold team members accountable for their commitments and timelines. You will be able to move forward with confidence, knowing your team is committed and that the work that is getting done will get you to the goals you desire. The even better news is that you will be able to outpace the performance of most of our peers without struggling or working your team into the ground, simply because you know they are working on exactly the right things.

Without a clear strategy, your team members will decide for themselves what is important and often pursue competing goals. They will be pursuing their own agenda versus working collaboratively to achieve the universal goals. Worse yet, many of your team members will simply sit on the sidelines because they don’t see how the activities are helping. It’s like having your horses attached to all sides of the wagon pulling things apart versus having them all pulling in a unified direction giving you power, strength and speed. Don’t let a lack of a clear strategy continue to pull your teams and goals apart.  Call us today.

Seize this once-in-a-lifetime opportunity to be the bank that everyone remembers and trusts.

Get outside expertise to help you discover vital things you are not able to see.

Leave no room for doubt with your board, your team and your customers.

Be the financial institution that everyone remembers as guiding them to safe harbors during difficult times.




Create your Ideal Strategic Plan.  Get 100% team buy-in.  Retain customer loyalty while protecting your valuable reputation.  Move forward confidently while the rest of the world is in “pause mode”.

How is Visible Progress different?

If you are like so many other financial institutions that we work with, you are doing everything you can to make your customers and shareholders feel like they are your most valued asset during these challenging times.  With every client we have talked to, however, almost every single one has overlooked a handful of vital questions, blind-spots and strategies simply because they are so familiar with their customers and processes that they inevitably miss some of the vital “trees for the forest”.  When this crisis begins to lift and we help our communities climb out of the coming recession, will your customers and community remember you as the bright lighthouse that guided them through troubled waters to safer harbors, or will they remember you for missing the mark based on preventable oversight?  At Visible Progress, we’re here to make sure you don’t drop a single ball.

During the housing market crash of 2008, we helped guide dozens of financial institutions from struggling and failure to steady growth and thriving.  Today, those same financial institutions are rock-solid, fully-prepared and making visible, daily progress during uncertain times.

With over 45+ combined years helping banks, credit unions and financial institutions to create and implement strategies that bring daily, visible results, we can help you be the safe harbor that all of your customers are seeking.

About Visible Progress

Tim Scholten is a veteran banking executive and founder of Visible Progress.

During the 2008 housing market crash, Tim led dozens of banks and credit unions through insurmountable challenges to ensure that they not only survived the crisis, but thrived once our country came through the crisis.

Free Downloadable Resources and Templates for Strategic Growth