Bank Holding Company Association

Strategic Planning RFP - 2019

TO: BHCA Associate Members
FROM: Tom Bengtson, BHCA Managing Director 
RE: Strategic Planning RFP (Deadline extended 1 week)

The Bank Holding Company Association seeks to hire an experienced professional to help it develop a strategic plan this year for the coming three to five years. Specifically, the association seeks assistance in assessing our current situation, defining our goals, and establishing a plan for achieving those goals. A plan likely would include these steps:

1) Meeting with BHCA paid and volunteer leadership
2) Surveying BHCA board members, and some members/associate members, as appropriate
3) Researching industry trends, developments at peer associations
4) Conducting a 3- to 4-hour planning session with the board of directors
5) Prepare report for board that summarizes the process findings, articulates consensus goals, and outlines steps for achieving those goals.

The BHCA would like to begin the process as soon as is practical. The association has a budget of $5,000 for this project. Proposals are invited which show how best to approach this project, your experience, any unique value-adds you or your firm brings to this project, and other details.

Please submit proposals to the BHCA at:

Bank Holding Company Association
Attn: Tom Bengtson, Managing Director
7400 Metro Blvd., Suite #217
Minneapolis, MN 55439

Or email to

Proposals must be received by Monday, April 29, 2019 (we have extended the deadline by 1 week).

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