Service
Services
As a financial executive, you are responsible for making decisions that shape the future of your business. With the rapidly changing business environment, having a clear and effective business strategy to overcome challenges and reach your objectives has never been more important.
Strategic planning enables your business to stay ahead of your competition, capitalize on opportunities, mitigate risks, and align your organization. Empirical research shows that organizations that apply a structured approach to strategic planning outperform organizations that don’t.
Strategic Planning
Leveraging a structured and systematic approach to strategy can align your stakeholders and facilitate decision making processes that are typically complex and challenging.
Focusing on the key elements of your strategic plan helps drive decision-making such that capital is allocated to elements that are aligned with your organization’s goals and objectives.
Provides a clear line of sight and alignment between your organization, division, and employee performance targets. This facilitates the process of communicating your strategy and drives the entire organization in the same direction.
Communicate your game plan and monitor progress using Key Performance Indicators (KPIs) that align with the elements that matter most to your organization.
Strategic planning provides a roadmap for your company's growth, ensuring that every action taken aligns with your organization's mission, vision, values and core purpose.
Resources are allocated based on your organization's strategic priorities as opposed to budgetary exercises with an overreliance on accounting measures.
Design a clear implementation plan to reach your organization goals and objectives while mitigating risks and overcoming challenges.
SOLUTIONS
Our Visionary Framework™ bridges theory with a proven, pragmatic approach to designing, planning, and executing business strategy. We support executive teams and boards of medium sized enterprises using a simple and effective 4 step approach, which can be performed sequentially or individually depending on where you are landed in your business strategy journey. Each step is delivered through workshops, interviews, analysis of documentation, and research.
STEP 1: VISION STRATEGY ASSESSMENT (4-6 weeks)
Assessing
Where are we landed and how did we get here?
We will conduct an in-depth analysis of your business. Everything from strategic to operational, financial to information technology, you will have everything you need to make informed decisions going forward.
STEP 2: VISION STRATEGY DESIGN (4-6 weeks)
VISIONING
What are our options and where do we go from here?
We will help you identify viable options to persue and analyse the implications of each to help your team decide on what choices to make, under what assumptions, and how this can be translated into future financial performance.
STEP 3: VISIONARY ROADMAP (4-6 weeks)
TRANSFORMING
How and when will we reach our destination?
Typically, new capabilities and changes to your business are required to overcome paramount challenges and deliver on your business strategy. We will help you identify those changes, prioritize and sequence them in the form of an implementation plan.
STEP 4: VISIONARY METRICS (4-6 weeks)
Performing
How will we measure performance?
We will help you develop Key Performance Indicators (KPIs) that are linked to the key components of your business strategy. That way, you will know that you are on track in realizing your vision.
VISIONARY FRAMEWORK™
The Visionary Framework™ is available as a modular solution-allowing you to purchase only the components you need. But when you commit to the full framework, you unlock the complete strategic advantage at a preferred rate of $50,000-nearly 20% in savings.
Key Activities: Conduct interviews, data analysis, and research related to factors inside and outside of you organization that will help you design your business strategy.
Outputs:
Outputs:
Key Activities: Business strategy design, analyze and quantify opportunities of interest and ensure that they align with your organization's future strategy.
Outputs:
Outputs:
Key Activities: Derive a roadmap to structure the implementation of your business strategy.
Outputs:
Outputs:
Key Activities: Identity the key strategic elements that need to be executed and assign metrics to monitor your progress.
Outputs:
Outputs:
STRATEGIC PLANNING
The Chief Strategy & Transformation Officer serves as a strategic partner to CEOs and executive teams, helping drive enterprise-wide transformation, strategic alignment, and business performance improvement. This service provides C-suite-level guidance and leadership on an as-needed basis, ideal for organizations navigating growth, disruption, or modernization. Monthly packages are available to meet your specific objectives.
Ideal for organizations seeking strategic insights and ongoing
advisory support.
Key Activities:
Regular strategic advisory meetings with senior executives
Periodic scanning of market dynamics
Strategic insights and recommendations
Quarterly performance review and reporting
Quarterly performance review and reporting
High-level strategic planning support
Sounding board for critical business decisions
Perfect for organizations requiring hands-on strategic
development and implementation oversight.
Includes all Silver Services plus:
Facilitation of annual strategic planning workshops
Development of comprehensive strategic roadmaps
Business case development and financial modeling
Implementation planning and governance support
Monthly progress reviews and strategic course correction
Executive communication and alignment workshops
Comprehensive leadership and execution management for organizations undergoing significant transformation or rapid growth. Includes all Silver and Gold Services plus:
Dedicated leadership and oversight of strategic transformation initiatives
Executive oversight of your strategic PMO (Project Management Office)
Detailed execution plans and project management
Performance measurement dashboards and ongoing performance monitoring
Structured organizational change management and communications
Executive coaching, capability building, and knowledge transfer
