Planning season 2027
Whatever does not make it onto the table in the autumn will be missing for twelve months in 2027.
The 2027 plan is decided between October and December. Three ways in which I support banks and financial services providers during this period: half a day in your off-site, a full day with your leadership team, or an afternoon among peers from other institutions.
Why now
The 2027 plan does not fail on paper
In the fourth quarter, budgets are allocated, targets set and programmes approved. Most plans are soundly calculated. They fail later, in day-to-day business: because of capacity that is not there, decision paths that nobody has clarified, and status reports that show green while something else is happening in the organisation.
These three points can be checked before the decision is taken. Afterwards, every correction costs many times as much. That is exactly what the three formats are for: they start where your planning takes place anyway and bring the view that cannot be had from the inside.
Three paths
How I support you through the fourth quarter
Each format has a fixed price and a clear scope. You know beforehand what you get and what it costs.
For your strategy offsite
Outside view
Input from outside with a working session, built into the off-site you are planning anyway. Agenda and facilitation remain with you.
€3,500
half a day · plus travel expenses
For your leadership team
Transformation off-site day
A facilitated day that makes visible the informal patterns that slow change down. By the evening, there are decisions with names and dates.
from €6,900
one day · up to eight participants
For you personally
Roundtable in Vienna
At most eight executives from banks, anonymised cases, half a day. No more than one person from each institution.
€580
half a day · incl. catering
Prices for businesses, net plus VAT. Travel expenses at cost. Fixed prices for engagements commissioned by 31 January 2027; prices as of October 2026. Errors and omissions excepted; subject to change. Only the written proposal is binding.
If the outside view is followed within three months by an off-site day or a mandate, I credit the fee in full. I allocate dates in November and December in the order in which enquiries arrive. All fees, credits and terms at a glance →
The right choice
Which path fits your situation
Your off-site is already scheduled
The outside view
Date and agenda are set, but you want to be sure that the plan answers the uncomfortable questions. Two to three hours are enough.
The programme has stalled
The off-site day
The change has been decided but is not taking hold in day-to-day business. Before you put the next programme on top in 2027, this belongs on the table.
You want to listen first
The roundtable
You want to know how other institutions solve the same questions before you set something in motion in your own. Confidential, among peers, with no sales pitch.
Straight talk
When you do not need any of the three paths
Budget and targets have already been decided
Then any input comes too late. An implementation check in the spring makes more sense, when it becomes clear how much of the plan is arriving in day-to-day business.
What is missing is a leader, not input
If a key role is vacant, an off-site day will not help. What you need then is someone who takes on the responsibility for a limited period.
You want to get clear for yourself first
Before you bring your leadership team to the table, your own priorities should be in place. That is what the Strategy day 2027 is for: a day for your topics alone, with me as your counterpart.
If it is about more than the fourth quarter:
Thirty minutes to find the right path
In the first conversation, you describe where your 2027 planning stands. I tell you which format fits – or whether you need none at all. Free of charge and with no obligation.