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Need a little guidance on how to start creating your branch of the future?

A successful branch transformation is no easy task, and thinking about all the different aspects that go into a redesign can seem daunting. Without a clear vision and defined objectives, a branch transformation project can easily be a total flop.

That’s where our Branch Transformation Planning Worksheet can make your job a whole lot easier. Whether you’ve already begun a branch redesign or just starting to toy with the idea, this worksheet will give you a great foundation to ensure your branch redesign project is a success.

This simple worksheet will help you:

  • Approach your Branch Transformation project with a clear vision
  • Identify and define specific goals and objectives to plan your exact route of attack
  • Lay the groundwork for proper execution


Download Worksheet