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| Strategic Planning Checklist Template in Excel |
Download Free Strategic Planning Checklist Template in Excel
The Strategic Planning Checklist and Timeline can be used as a discussion tool to review the steps in the Strategic Planning process, the roles and responsibilities of the Board of Directors and Management, and as a practical action plan to develop your Strategic Plan.
The Strategic Planning Checklist and Timeline is a guide and should be customized to fit the culture, priorities, and objectives of your financial institution.
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