Our approach is collaborative, involving the formation of a team with key executives from the client organization and the development of the business plan in five distinct phases.

• Initial Assessment: We begin by reaffirming the organization’s mission, vision, and values, so setting a strategic backdrop. Additionally, our strategy consultants assess the existing state of affairs in terms of internal elements (financial, operational, product, customer, and supply chain), external factors (market, industry, competition), and opportunities and threats.
• Formulation: Our management consultants interact with the team to establish the strategy vision, value proposition, competitive differentiator, and strategic alternatives using a number of facilitation techniques (e.g. develop a capability vs. make an acquisition). This step entails the creation of a high-level “strategic tale,” a powerful, compelling, and easily-remembered strategic narrative.
• Specification: Our strategy experts now flesh out the strategy with specific objectives, a three- to five-year road map, and important benchmarks.
• Planning: At this point, the strategy must be fleshed out with specific growth ambitions and detailed plans for each functional area. Additionally, at this phase, we develop the business case and submit budgetary demands (operational and capital).
• Execution: Executing the strategy plan entails allocating responsibilities for each endeavor, managing programs/projects, and managing organizational transformation. On our website, we describe our execution services in further depth.

Numerous company strategy initiatives spend considerable time preparing but little time executing. In the assessment phase of our management consulting process, we address this by identifying the three to five most significant issues (the “critical few”) and expediting them directly into action. This enables the development of executable action plans to support growth initiatives to occur concurrently with the rest of the business planning process. This strategy produces faster results and identifies any potential execution concerns that the organization may have.