Strategy of Cooperative Banking Group 2021-2024

Faced with evolving market challenges, one of leading Polish cooperative banking groups turned to us to review their existing strategy and develop a forward- looking approach for the 2021-2024 period. Our task was to craft a new, comprehensive strategy and support its implementation across the organization.
Objective

Reviewing the cooperative banking group’s current strategy and identifying areas for improvement

Developing a new strategic approach to guide the group through 2021-2024

Supporting the client in implementing the new strategy, ensuring alignment with business, operational, and financial goals

Our approach

We conducted a thorough review of the group’s current situation through document analysis and interviews with key stakeholders

Designed a new strategy document, reflecting the group’s evolving priorities and market challenges

Developed key models to ensure the strategy’s feasibility:

Business model: outlining new areas of growth and customer engagement

Operational model: improving efficiency and resource allocation

Financial model: ensuring sustainability and profitability in the new strategic direction

Managed the implementation process in line with a detailed roadmap, guiding the client from planning to execution

Key deliverables

A comprehensive strategy document for 2021-2024, providing clear direction for the group’s future

Detailed business, operational, and financial models to ensure the strategy’s success

An implementation roadmap, supporting the client in bringing the strategy to life across the organization

This project positioned the cooperative banking group to navigate the coming years with confidence, aligning their business operations and financial planning with a strong strategic vision. By taking a hands-on approach from strategy development to implementation, we ensured a seamless transition into their next phase of growth and success.