Tsygankova N.A., Moiseieva F.A.

Donetsk national university of economics and trade

Named after Mykhaylo Tugan-Baranovsky

 

PLANNING AS SPESIAL CATEGORY IN BANK MANAGEMENT

 

The development of the Ukrainian banking sector is characterized by a certain market saturation of the main types of banking services and the limited areas of profitable allocation of resources.

The domestic financial market is believed to be the most speculative beyond it’s financial and credit institutions.

The process of concentration of the banking capital is expressed in the activation of the processes of absorption and merging.

The development of a strategy and its consistent implementation are necessary stages of successful functioning of the banks.

As you know, strategic planning is defined as a management process to identify the key ideas of the bank activity. It’s to develop scenarios and plans which help to base the mission of the bank and achieve the goals.

Strategic planning touches the activity of all structural bank subdivisions.

The basis for the strategic planning is a concept of the bank. The strategic planning must operate according to shared goals and priorities of a bank, and development of the key trends in bank.

The conception of bank development includes the following elements as a rule:

o       mission;

o       positioning in the financial markets;

o       principles of customer and credit policies;

o       management principles;

o       Image and corporate culture.

Strategic planning is to identify the key objectives and strategies of the bank in a particular market. This is the process of development the common concept, which is the basis of making key management decisions. The strategic planning discounts the desirable level of profitability, risk tolerance, methods of competition, and the prospects for expansion. The bank management must answer the following questions in the process of strategic: "Where is the bank? Where it should be in the future? How to achieve the desired goal? ".

 The strategic planning is an integral part of the strategic management of the bank. The strategic management of commercial bank is a set of correlated management processes and functions in time. They implement the mission and strategic goals of the bank.

 The strategy of development is realized for the entire banking institution as a whole business unit. There are no strict time limits for strategic plans according to economists’ point of view. The strategy of the conceptual activity of the bank, and its development begins with the definition of the strategic objectives. I fully agree with that the priority of the strategic bank objectives is the growth of the market value of the bank.

The formation of the strategy does not provide clear fix time limits of its implementation - it is assumed that the bank will work always. That’s why, the quantitative indicators and their specific values ​​are usually not installed in the strategic planning.

The strategic plans are aimed at long-term perspective and are based on an analysis of current trends of the economy. They also contain elements of prediction and description of the basic principles of making decision. The strategic plan does not detail the terms and details of exact dates of execution.

The strategic planning provides a choice of activity areas of the bank, which will ensure the growth of its competitiveness. That is why, the strategic planning is a function of the management of the bank.

The modern approach to the strategic planning recognizes the interdependence of planning and other functions and activities of the bank. I agree that it shows the need to incorporate this interdependence of planning systems in the banks.

 

 

 

Schematically, the strategic planning system can be represented as follows:

Scheme 1 – The elements of strategic planning

 

In this way, strategic planning - is a link, which can pull the entire chain of banking system. Planning is important every ware including medium and small banks. The main thing is to use it consistently, according to the both external circumstances and internal environment of its features.

But we must remember that the banks do not exist outside of the economy. It’s necessary to add that, the economy makes more and more serious requirement to the banks.

The future of any commercial bank directly and indirectly depends on how adequately it will make the decisions according to its needs in market economy. The strategic planning passed into the obligatory constituent of effective bank management in the conditions of dynamically developed markets. The permanent improvement of the offered financial instruments is provide the success in condition of intensifying competition in bank sector.