Daily Debrief #1, Monday Community A – Betsy Duke & Melissa Kelly.
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Daily Debrief #1, MondayCommunity A – Betsy Duke & Melissa Kelly
Daily Debrief #1, MondayCommunity B – Brent Vanderheide & Lori Murray
Daily Debrief #1, MondayCommunity C – Allison Gambucci & Bob Underwood
Daily Debrief #1, MondayCommunity D – Mike Allen & Cheryl Foilb
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Executive Bank School Objectives
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Retail Bank MarketSim Objectives
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Today’s Daily Debrief Objectives
Introduce Community
Leaders
Introduce Community
Concept
Review what was learned in past two
days
Introduce and Preview Assignment
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Daily Debrief Concept
• Purpose of Community Meetings• Role of the Community Instructor• Schedule• Geography• Retail Bank MarketSim• Process• Deliverables
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Purpose of Daily Debrief Meeting
Discuss issues COMMON to our community
Review output and rankings in our community
Remind you of process and deliverables
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• Facilitate and invoke thinking
• Operate like your CEO by discussing strategy and options
• Challenge your thinking
• Take the place of your manual
• Be decision-makers or teammates
• Give you an answer
Your Instructor Will… Your Instructor Will NOT…
Role of Community Instructor
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High Level Schedule
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Schedule
7:30-9:45 Community Rooms
**7:30 Start Time**
MarketSimPresentations
4:00-5:00
Team Rooms
Tactical CasePresentations
2:00-3:00 JH 101
RegulatoryUpdate
(Hunt)
Development Team ExerciseAnalysis and Presentation
2:30-5:00 JH 101
Live Bank Case: Strategy & Wrap-up
(Allen & Underw ood)
(Hippensteel)
1:00-2:00 JH 101
IntrasessionAssignment
(Gambucci)
10:30-12:00 JH 101
Ethics(Smythe)
10:30-12:00 JH 101
(Smythe)
Ethics1:00-2:30 JH 101
Debrief
8:00-9:00
Community Rooms
Debrief
8:00-9:00
Team Exercise
9:00-10:30 Team Rooms
Decision 5Team Exercise
9:00-10:30 Team Rooms
Decision 6Team Exercise
1:00-2:15 JH 101
CRO/CFOBusiness Plan
Functional
2:15-4:00 Team Rooms
Business Plan Development
Team Exercise
Community Rooms Current Topics3:00-5:00 Team Rooms
Team ExerciseTactical Case Study2:30-4:00 Team Rooms
Performance1:00-2:30 JH 101
Saturday, July 25: No Classes
Presentations
DebriefCommunity Rooms
8:00-9:00
Decision 49:00-10:30 Team Rooms 10:30-12:00 JH 101
Integrated DecisionMaking
(Allen) (Vanderheide)
Analysis II
2:00-4:30 Team Rooms
Decision 1 Team Exercise
1:45-2:30
4:00-5:00
Team Rooms
Business Plan
12:00-1:00
LUNCH
12:00-1:00
LUNCH
12:00-1:00
LUNCH
Comm Rms
Debrief
2:30-5:00 Team Rooms
Decision 2Team Exercise
2:30-5:00 Team Rooms
8:00-9:00 JH 101
Live Bank Case:
Delivery
9:00-10:30 Team Rms
Team Exercise
8:00-9:00 JH 101
Live Bank Case:
Product
9:00-10:30 Team Rms
Team Exercise
10:30-12:00 JH 101
Product Design& Pricing
(Frisbie)
10:30-12:00 JH 101
10:30-12:00 JH 101
Delivery Strategies(Travis)
Leadership II(Callahan)
(Callahan)
Leadership2:30-4:00 JH 101
MarketSimFinancial Reports
(Smythe)
8:00-9:00 JH 101
Live Bank Case:
Customer
9:00-10:30 Team Rms
Team Exercise
4:00-5:00
12:00-1:00
LUNCH
SurfaceOrientation
9:00-10:00 JH 1018:00-9:00 JH 101
8:00-10:00 JH101
Strategic Planning Team Rooms
Team Exercise
3:00-4:00
Comm Rooms
Debrief
1:00-3:00 JH 101
Retail Bank Performance Analysis(Vanderheide)
10:00-12:00: JH 101
Consumer Bankers Association
Executive Banking School: Year 1
and Marketing
(Underw ood)
Sun 7/19
Mon 7/20
Tue 7/21
10:00-12:00 JH 101
Balanced Scorecard(Allen)
10:30-12:00 JH 101
Customer Segmentation
Welcome &Introductions
(Underw ood)
4:00-5:00 Comm Rm
SurfaceWorkshop
1:00-2:30 JH 101
Intro to MarketSim(Allen)
12:00-1:00
LUNCH
Decision 3Team Exercise
1:45-2:30
Comm Rms
Tue 7/28
Wed 7/29
Wed 7/22
Thur 7/23
Fri 7/24
Sun 7/26
Mon 7/27
1:00-1:45
JH 101
ProductFunctional
1:00-1:45
JH 101
DeliveryFunctional
12:00-1:00
LUNCH
12:00-1:00
LUNCH
12:00-1:00
LUNCH
Debrief
8:00-9:00 9:00-10:30 Team Rooms
Team Rooms Initial PlanTeam Exercise Presentation
1:00-2:00 JH 101
MarketingFunctional
12:00-1:00
LUNCH
8:00 8:30 9:00 9:30 10:30 11:3010:00 11:00 12:00 12:30 2:30 3:30 4:301:00 2:00 3:00 4:00 5:00
8:00 8:30 9:00 9:30 10:30 11:3010:00 11:00 12:00 12:30 1:30 2:30 3:30 4:301:00 2:00 3:00 4:00 5:00
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You May Notice that a Rhythm Develops…
REMEMBER: You are in a Community with 4 other Banks and a bank that represents “Mono-lines” and National Players
Computer simulation used to model your decisions and produce results
Team decides who, what, how much, how
Lecture on a topic
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Geography
Main Lecture
Hall – 101 Johns Hall
Community Room –
Here!
Team Rooms
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Team Room
What is it?
How to use it?
Why?
Wireless Access
Visuals
Start with your StrengthsFinder results
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• Community A• Team A1 – JH 101• Team A2 – JH 107• Team A3 – JH 201• Team A4 – JH 208• Team A5 - JH 212
Team Room Assignments
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• Community B• Team B1 – JH 105• Team B2 – JH 111-1• Team B3 – FH 204• Team B4 – FH 207• Team B5 – FH 208
Team Room Assignments
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• Community C• Team C1 – FH 109• Team C2 – FH 110• Team C3 – FH 111• Team C4 – FH 226• Team C5 - FH 227
Team Room Assignments
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• Community D• Team D1 – FH 128• Team D2 – FH 127• Team D3 – FH 126• Team D4 – FH 229• Team D5 – FH 209
Team Room Assignments
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Analyze
Plan
ForecastExecute
ReviewRetail Bank
MarketSimProcess Flow
Your Process
Your Process
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Analyze
Plan
ForecastExecute
Review
Worksheets
Reports
Decision Inputs
Retail Bank
MarketSimProcess Flow
Your Process
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Analyze
Plan
ForecastExecute
ReviewRetail Bank
MarketSimProcess Flow
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Retail Bank MarketSim Web Portal
www.sim1.retailbankmarketsim.com
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Next Steps
• Review materials in “Getting Started”• Discuss the financials for your bank in “Results”• In “Decisions”, in the “Chief Retail Officer” Section in
“Forecasting & Planning” complete the tiles labeled:o Retail Bank Condition Consensuso Management Direction Consensuso MarketSim Strategic Planningo Risk Assessment of Direction Analysiso BSI Analysis
• Select Officer Roles• You have 60 minutes today and 90 minutes tomorrow to
complete the above• Be prepared to present your work to your community
leaders tomorrow around 9:30 am in your Team Room
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Retail Bank Condition Consensus
• Focus on Retail Bank Start Point Reports• Agree on Overall Condition• Hint: Banking is a team sport• Discuss as a team what they do well…could be
short discussion…and list these as strengths• Discuss as a team what they do poorly and list
these as weaknesses• Complete the Bank Condition Consensus
Worksheet
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MarketSim Strategic Planning
• Only complete the following sections of this worksheet:o List in order those segments that are most
attractive to you and why.o Strategy Overlap - What do you think the other
banks in your community will do?o Mission Statement
• This worksheet will help guide your first three decisions
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Management Direction Consensus
• As a TEAM agree on critical steps to lever strengths and improve weaknesses.
• Should be at a fairly high level. Think elements in the Balanced Scorecard Index.
• Complete the Management Direction Consensus Worksheet.
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Risk Assessment of Direction Consensus
• For each item listed on you Management Direction Consensus Worksheet answer the questions listed on Risk Assessment of Direction Analysis Worksheeto What is the impact to Capital?o What is the impact to Asset Quality?o What is the impact to Earnings?o What will the impact be to Liquidity?o Discuss sensitivities to Market Risk?
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BSI Analysis
• Current performance isn’t very useful at this point – you’re tied for FIRST!
• Based on your overall strategy, rank the 14 BSI elements from most important to least (1 for most 14 for least).
• List the key Levers and Decisions that you’ll use to most impact your top 5 BSI measures
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Descriptions are in the MarketSim Overview in the Getting Started section
Select Officer Roles
The Roles are:
Chi
ef R
etai
l Offi
cer
Chief Financia
l
OfficerMarketing OfficerProduct Officer –
Deposits
Product Officer – All Other
Delivery Officer
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Best Practices
• When beginning your analysis start at the top, Balance Sheet & Income Statement
• Use your room’s computers and projection equipment
• Designate an official input person. The last to “save” any individual page is what the simulation will read
• As with any software – SAVE as you go!• As with most internet connections you will time
out – Save as you go!
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So what am I supposed to do now?
• Review materials in “Getting Started”• Discuss the financials for your bank in “Results”• In “Decisions”, in the “Chief Retail Officer” Section in
“Forecasting & Planning” complete the tiles labeled:o Retail Bank Condition Consensuso Management Direction Consensuso MarketSim Strategic Planningo Risk Assessment of Direction Analysiso BSI Analysis
• Select Officer Roles• You have 60 minutes today and 90 minutes tomorrow to
complete the above• Be prepared to present your work to your community leaders
tomorrow around 9:30 am in your Team Room
Have Fun!
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