Board & Executive Facilitation

 

Don’t let your Strategic Plan collect dust in the management team’s offices! We make sure the initiatives set forth in the Strategic Plan are put into action.

Cornerstone structures a scope of work that is flexible and fits your unique needs.

Process

  • Implement best practices to change the focus senior management meetings from departmental “updates” to tracking progress on Strategic Plan goals and objectives.
  • Work with lines of business and support areas to develop detailed departmental plans
  • Create staffing and productivity scorecards to make informed decisions.
  • Develop incentive plans that fit with the culture of the organization.
  • Organizational and reporting recommendations that increase success in strategic initiatives.
  • Create executive “dashboards” that hold departments accountable for their milestone results set forth in the Strategic Plan.
  • Apply successful project management methodologies and organizational discipline.
  • Facilitate board of directors’ education and governance sessions.

Why Analytics Initiatives Fail and What to Do About It

We have reached the tipping point for adoption of the term big data, but unfortunately the same cannot be said about arriving at a tipping point for the success rate of analytics initiatives.

2017 Cornerstone Performance Report: Pre-Order

The 2017 Cornerstone Performance Report for Banks analyzes the latest trends and developments in banking gathered from working directly with banks nationwide.

Meet the Team

Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

View profile

Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

View profile

Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

View profile

Sam Kilmer specializes in strategic planning, marketing, and delivery at Cornerstone Advisors.  Sam’s prior experience includes strategy, analytics, digital delivery,

View profile

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

View profile

Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His

View profile
Scroll Up