Plansmith Blog

Sue West

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There is No Secret Sauce

Posted by Sue West on 12/27/17 10:32 AM

We all like to start the new year with aspirations to renew, realign, and regain control of our world.

I don’t know about you, but those words just get me pumped.

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The Community Bank Strategic Planning Experiment: Using Your Model To Prepare for Rising Interest Rates

Posted by Sue West on 5/10/17 10:00 AM
Q: What makes an experiment successful?

A: Its failures.

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Learning to Lead: 5 Things a Leader Must Learn

Posted by Sue West on 12/28/16 7:56 AM

From my very first job at 15, I knew I had management potential. I was always able to coordinate a variety of projects at once. I often compare myself to a circus act. You know, the one that keeps the plates spinning on sticks at one time? Now known as "multitasking."

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True or False: Planning is a Verb?

Posted by Sue West on 8/17/16 10:00 AM

True or False

A budget is a once a year process for an institution.

True: A budget is a process typically done once a year to establish targets/goals of measure to be used as guidelines throughout the year.

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Communication is Paramount to Achieving Community Bank Objectives

Posted by Sue West on 4/7/14 10:30 AM
Tell me about your business. What is your organization like today? How did it get there? How is it managed? Where do you see it going and how are you planning to get there? What obstacles are in your way? Tell me about your business.

When I ask this of a financial institution, I usually receive balance sheets and risk reports. Most people immediately think ‘numbers’ when you mention planning. I challenge you to think differently, think communication. Tell me about your business.

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