One Percent Strategies™
A Strategic Planning System Designed for Your Financial Institution
At last – a strategic planning system designed for every size of financial institution. Affordable, practical, and
effective – One Percent Strategies™ works – and it works right away. It shows consideration for your financial
institution’s unique culture. It customizes its fit with your financial institution’s daily operations. It increases
your financial institution’s market presence, sales reliability, and institutional permanence. It’s a roll-up-yoursleeves system that you can, without delay, implement and manage at your financial institution.
Our one- and two-day facilitation methods are not typical. We focus on strategic thinking. We want you –
the leaders of your financial institution – to dream, design, and determine what lies ahead.
Our strategic thinking sessions involve a full day with your Board and Management team to design successful
strategies and game plans – an approach that delineates a series of objectives, identifies areas in which your
financial institution will contend, and recognizes exclusive advantages that allow for success.
We can also follow with another day with your Management team. Here, we flesh out the details of strategies
that fulfill your customers’ needs, coincide with your financial institution’s potential and go beyond what your
competitors present.
Most important is the overall process of One Percent Strategies™ that encompasses:

Being free from the precision of relative certainty. With near-perfect accuracy, we can plan what will
happen next week, month, and year. But, planning for certainty is not strategy – it is management.
Strategic thinking compels us to stake a claim on the customer, market, and industry spaces you
believe your financial institution can occupy in the future (typically, three to five years out).

The hierarchy of your corporate statements. From the grounds on which your financial institution
exists (mission), to the standards your financial institution embraces (values), to precisely what you
want your financial institution to be (vision), we help you intensify the assertions that will inspire
your strategies.

The Board’s and Management’s articulation of your vision. When embarking on a strategic thinking
expedition, it is to your advantage for each participant to verbalize his or her vision of what the
financial institution can be. Reliably, these matchless statements – created and agreed upon by all –
generate a new level of strategic wisdom that supports your corporate statements with comprehensive
direction.

Considering your past to make way for your future. Strategic thinking involves getting the picture of
the past to prepare an image for the future. A broad dialogue considering your past strategic plans,
tactics, scorecards, hits, misses, and ventures is significant since it helps to further shape your forward
strategies and the probable necessary resources.

A breakdown of your industry’s setting. In complete perspective, we evaluate the most up-to-date
issues involving your financial institution, market, and industry. With a wide-lens focus, we recognize
the compelling concerns, their effect on your financial institution, and create strategies to concentrate
on the likely prospects. Many CEOs have called this “Game Theory for Financial Institutions.”
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One Percent Strategies™

Establishing strategic statements. The decisive set of objectives that will steer the operations of your
financial institution over the next several years must, at all times, be unambiguous. This precision has
an insightful influence. Your strategic plan becomes exceptionally refined, pointed, and precise.
Your strategic statements shift from being wide-ranging, i.e. “We will increase customer loyalty” to
“We will measure and increase our customers’ lifetime value by 20 percent.”

Refining your One Percent Strategies™. The most significant features of your strategy statements are
the sustainable, competitive advantages that you possess – beyond the extent of your competitors’
offerings. These advantages – your One Percent Strategies™ – are drawn from a systematic debate
and breakdown of means that allow your financial institution to differentiate itself, all within the
boundaries of your customers’ needs and your internal capabilities.

Tasking Management with developing plans, tactics, and scorecard fundamentals. Strategic planning
– the outline and explanation of strategic thinking – is best carried out by Management. These
executives, at a range of professional levels, are intensely involved with the specific, strategic issues in
sight. Their insight, experience, access to data, and original research allow them to fuse your mission,
values, vision, and strategies into attainable plans, goals, and results that the Board approves and
oversees as Management implements.
Scorecard
Customers'
Needs
One Percent Strategies™
Strategic
Statements
Competitors'
Offerings
Internal
Capabilities
Tactics
Plans
In the end, the One Percent Strategies™ system delivers elite results: a quantifiable, blueprint for
success; milestones to mark progress; and, a concentration on establishing your own “Category of One.”
Jeff Rendel, Certified Speaking Professional and President of Rising Above Enterprises, helps financial
institutions – nationwide – create elite results in sales, service, and strategy. With experience as a federal
regulator, financial executive and Congressional lobbyist, Jeff knows the financial services marketplace. His
One Percent Strategies™ system has helped hundreds of financial institutions design and implement strategies
that strengthen corporate cultures, increase sales, and sustain profits.
To learn more about the One Percent Strategies™ system, call 866.340.3770;
email [email protected]; and, visit www.RisingAboveEnterprises.com.
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