More Related Content Similar to Business Plans in Private Banking and Wealth Management (20) More from Alexander Osterwalder (20) Business Plans in Private Banking and Wealth Management5. Project Planning Leadership Interview Kick-off & Workshop Second Workshop Third Workshop Review „Plan Marketing“ 1 hour personal interviews Explanation of method Market research Identify objectives Identify participants Planning Material collection 2x3 hours group sessions Client Segments? Offer? Change Agenda Segmentation Client Radar Strategy Canvas 2x3 hours group sessions Client Acquisition? Relationships? Revenues? Change Agenda Multi-channel Design Revenue Model 2x3 hours group sessions Projects? Man/days? Resources? Change Agenda Market Approach 3 hours group sessions Final Presentation Review Next Steps examples / toolset preparation market opinion analysis synthesis synthesis writing checkpoint checkpoint checkpoint approval business plan 7. Phase 2: Elaboration of the Market Approach Client Segments Client Acquisition & Relationship Revenue Streams Today Future 1 2 3 4 Offer / Value Proposition Market Approach 2 Today Future Today Future Today Future 8. Phase 3: Identification of Necessary Resources Projects man/days Resources Today Future 1 2 3 4 Necessary Resources 3 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Market Approach 2 Projects man/days Resources Today Future Projects man/days Resources Today Future Projects man/days Resources Today Future Today Future Today Future Today Future Today Future 10. For detailed information on systematic business plan development in private banking and wealth management contact [email_address]