Each year program managers at banks and credit unions ask their advisors for a written plan illustrating how they're going to reach their goals for the next year. And practice management consultants ...

Forbes contributors publish independent expert analyses and insights. Covering careers and strategic leadership for executives and managers. The room of executives and senior managers didn’t want to ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Here’s how to best think about strategic planning, communication rhythms and maintaining alignment for consistent growth as you plan for next year. Daily and weekly communication rhythms ensure ...

A financial plan is a blueprint, a roadmap that shows your financial situation, your goals and the approach you need to take to achieve those goals. The goals could be to save money for a house, ...