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Guideline for Strategic & Operational Planning

Guideline for Strategic & Operational Planning. Training on Expansion Strategies Date Place. MBO Expansion Steps. Contents. I. Micro-Banking Offices in the context of overall bank operations II. MBOs: Planned Targets, 2011-2015 III. Compliance to the 50% micro transactions

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Guideline for Strategic & Operational Planning

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  1. Guideline for Strategic & Operational Planning Training on Expansion Strategies Date Place

  2. MBO Expansion Steps

  3. Contents • I.Micro-Banking Offices in the context of overall bank operations • II.MBOs: Planned Targets, 2011-2015 • III. Compliance to the 50% micro transactions • IV. Policy on maximum PhP500K cash position • V. Management & organizational set up • VI. MIS, back office & security requirements

  4. Templates – Tables & Annexes • Table 1. Summary information on MBOs • Table 2. OBOs proposed for conversion to MBOs* • Table 3. List of Existing OBOs not for conversion • Table 4. New MBOs to be established, by Year • Annex A. Products & Services to be offered at transitioned MBOs, by Year • Annex B. Products & Services to be offered for New MBOs, by Year

  5. Questions?

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