We often begin with a Strategic Review which starts our engagement off on a firm footing as all of the relevant issues are discussed, and priorities and timescales agreed. This can be a stand-alone piece of work which the client can implement themselves but 90% of our clients continue on an on-going basis having seen our people in action.
The Strategic Review is up to 4 man-days work with both our Regional Director and the chosen Advisor involved. It is tailor-made for each client focusing on the key issues and opportunities but often consists of
- Internal Research – this may be reviewing business/marketing plans or interviewing stakeholders in the company.
- Strategic Workshop with the company stakeholders where the key issues and opportunities are discussed and major priorities and timescales agreed. This might be 4-5 hours on site or 2 x 2-2.5 hr group Zooms. We use different management tools for different challenges but these might include SWOT, MOST Analysis, Ansoff’s Matrix or OKRs, PEST Analysis, Porters 5 Forces etc. In addition, the Advisor will draw on experience and subject matter analysis.
- Report including 100-day plan outline and recommendations.
- Follow up meeting with the client to agree priorities, timescales and – if the client wants ongoing input from us – the number of days in the first month (this can be flexed up or down or paused or stopped in future months).