Reference No: CMA0614TECPages: 9Published on: 1, January, 1985
Abstract: Discusses the importance of credit planning, elements of planning strategy, steps in preparing credit plans, and role of lead banks in credit planning at the branch level. The objective is to make the reader aware of the environmental and other constraints which must be appreciated in planning the credit supply ... More
Reference No: F&A0263(D)Pages: 12 Published on: 1, January, 1976
Abstract: The exercise of formulating the policy guidelines by way of systematic analysis of the environment in which the bank operated, its competition, end users, operations and past performance is described in the case. It was now possible to formulate the expected performance of the various operating units for the next ... More
Reference No: F&A0263(G)Pages: 11Published on: 1, January, 1976
Abstract: The planning manager wonders how effective the budgetary control and performance-reporting system has been in terms of its original objectives. Operational and managerial issues relating to environmental scanning, target setting, potential identification, etc., and an inadequate effort on the part of head office officials to guide their branch managers in ... More
Reference No: F&A0166Pages: 18Published on: 1, January, 1971
Abstract: This is a case study of planning in a large metropolitan branch of the bank. The case underlines how creative aspects of the planning process can suffer if planning is reduced to a mechanistic target setting and budgeting exercise, with or without formal use of environmental data. It is widely ... More
