Abstract
The Financial Plan will translate into numbers what the Strategy Blueprint has articulated. This chapter suggests a 3-phase best-practice process to develop in tandem the Strategy Blueprint and the Financial Plan, with a core of client and product related KPIs as the hinge that links both together, in order to arrive at a coherent MTP.
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Notes
- 1.
ICAAP (Internal Capital Adequacy Assessment Process) and ILAAP (Internal Liquidity Adequacy Assessment Process), reporting required under Basel III regulatory framework.
References
“Thinking Strategically” by Frederick W. Gluck, Stephen P. Kaufman, and A. Stephen Walleck (2000; McKinsey Quarterly; McKinsey & Co).
“Dynamic Strategic Planning for Technology Policy” by Richard de Neufville (2000; MIT).
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Gavieiro Besteiro, A. (2022). Financial Plan. In: Strategy in Action. Management for Professionals. Springer, Cham. https://doi.org/10.1007/978-3-030-94759-0_3
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DOI: https://doi.org/10.1007/978-3-030-94759-0_3
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