Business Planning Strategy Session
Overview of the Strategy Meeting
CEMCS Microfinance Bank held a comprehensive strategy meeting on 22nd November 2025, bringing together members of Board and key team members to review operational priorities, strengthen internal processes, and align strategic goals for the upcoming financial year.
The agenda followed a structured, process – based meeting framework to promote clarity, collaboration, and effective decision – making. While the ADAIRO tool was not used during the session, the output from the meeting was later captured and documented using ADAIRO to ensure all actions, decisions, issues, and opportunities were properly recorded and tracked.
Welcome & Introductions
The facilitator opened the meeting by welcoming team members and outlining the importance of strategic alignment as the bank advances its service delivery, customer engagement, and operational excellence. Participants introduced themselves and briefly stated their areas of focus for the meeting.
Safety Moment
A member of the team led a Safety Moment, reinforcing the bank’s commitment to staff well – being. The discussion highlighted:
- The need for vigilance regarding workplace safety
- Ensuring timely reporting of hazards
- Maintaining physical and cyber – security awareness
- Creating a culture where safety is everyone’s responsibility
This moment set the tone for a careful, intentional approach to all activities throughout the meeting.
Review of Meeting Objectives, Agenda & Rules
The facilitator reviewed the structure of the meeting, emphasizing:
- Clear communication
- Respect for time
- Open participation
- Proper documentation of decision
The team confirmed the agenda and agreed on how discussions would flow, ensuring smooth coordination and efficiency.
Review of Meeting Roles
Roles were assigned as follows:
- Facilitator: Guided the meeting process
- Timekeeper: Ensured adherence to schedule
- Team Members: Actively contributed to all agenda topics
This alignment supported a disciplined and accountable discussion environment.
Capturing Expectation
Participants discussed their expectations for the meeting. Key themes included:
- Improving departmental coordination
- Prioritizing actionable strategies for Q1 2026
- Enhancing decision-making clarity
- Strengthening follow-up mechanisms through ADAIRO
The facilitator documented these expectations to ensure the meeting remained focused on desired outcomes.
Closing & Wrap-Up
During the wrap-up session guided by the facilitator and recorder, the team:
- Reviewed all actions, decisions, issues, and opportunities captured in the ADAIRO.
- Clarified owners, timelines, and next steps.
- Conducted a Plus/Delta assessment: Plus: What worked well in the meeting, Delta: What should be improved
This ensured continuous improvement for future strategy sessions.
The meeting closed with a renewed sense of clarity and commitment as the bank prepares for the next planning milestones.
Closing Remarks
The strategy meeting ended on a positive and collaborative note.
Key action points were clearly defined, responsibilities assigned, and team members aligned on next steps.
Refreshments were served as participants wrapped up final discussions and reflected on the day’s progress. The team left with a shared commitment to drive the bank’s strategic goals forward.
