Strategy Activities and Deliverables

Leadership and Management


Key Activities


  • Strategy development and review
  • Review of historic strategy
  • High level organisational performance analyses (operations, people, systems etc)
  • High level financial analysis
  • Research on macroeconomic, industry, market, regulatory, and environmental issues
  • Strategy document write up
  • Strategic document with objectives and SMART targets
  • Organisational assessment
Top down review of :-

  • Strategy
  • Style (leadership)
  • Structure
  • Staff
  • Skills
  • Systems & Processes
  • Shared values (leadership)
  • Organisational assessment report with opportunities of improvement, implementation requirements and a high level project plan
  • Organisational design
  • Review of current organisational structure
  • Set up organisational design principles
  • High level organisational design (with options)
  • Detailed organisational design (incl High level process review)
  • Job description design or amendments
  • Job grading
  • Transition planning
  • High level transition plan
  • Organisational structure
  • High level transition plan



Key Activities



  • Feasibility studies
  • Define project objective (baseline)
  • Review project assumptions Analyse financial and operational issues/objectives and return on investment obligations
  • Report write up with recommendations
  • Feasibility study recommendation with go or no go decision
  • Capex investment planning
  • Review of capital allocation and strategy
  • Review of capital execution
  • Review of capital organisations (support including systems)
  • Capital improvement documents with opportunities
  • Operational improvement
  • Value chain analyses (e.g. OEE)
  • Identification of bottlenecks (Theory of constraints)
  • Workshop solutions with line management
  • Write up business cases for solutions and approval
  • Pilot solutions
  • Implementations of solutions
  • Operational improvement strategy




Service Process Outcomes
Business Case development
  • Identify business problem to be solved and the opportunity

  • Determine how to take advantage of the opportunity

  • Detailed financial assessment (e.g. investment quantum, ROI. IRR, NPV)

  • Explore other viable options to take advantage of the opportunity

  • Identify risks associated with all options

  • What business value is generated from all options

  • Workshops to select option

  • High level implementation plan for the solution

  • Business case
Cost reduction (procurement)
  • Identify all cost elements within the business, e.g. cost centres, invoices

  • Consolidate all the costs into a spend database (excel, access, mysql, etc.)

  • Analyse spend trends and patterns (e.g. fragmented spending, commodity differential pricing)

  • Identify cost reduction areas (e.g. benchmark commodity prices, volume consolidations, contract renegotiation, supplier analysis, asset productivity, demand management etc.)

  • Spend database

  • Expenditure patterns

  • Cost reduction initiatives

Financial performance analysis and valuations
  • Dupont analysis (ROE, ROA, Leverage)

  • Financial ratios analysis

  • Financial statement and management accounts pattern analysis (revenue growth patterns, cost growth patterns)

  • Company valuations (NAV, DCF, PE multiples)

Financial valuations document with areas of strength and weakness, and recommendations)

Revenue strategy

  • Determine pricing strategies (cost best pricing, price benchmarking, other models)

  • Identify revenue leakages

  • Identify new revenue streams

  • Incentive scheme documentation


Human Resource


Service Process Outcomes
Performance management design

Study the nature and requirements of the business and use the information to design performance management framework. The framework will:

  • Define a balanced scorecard

  • Define the performance goals, linking them to organisation objectives

  • Link performance goals of the organisation with individual performance of the staff.

  • Define performance management process

  • Performance goals
  • Performance scorecard
  • Performance process

Job Design and grading

Study the operational model, organisational design, performance goals and use the information to arrive at:

  • Individual roles for each employee to meet the performance objective of the organisation

  • Benchmarking of jobs

  • Grade the jobs using the origination’s adopted grading method

  • Graded job profiles

Incentive scheme development

Study the performance management framework/system.

  • Define an incentive framework

  • Compile incentives plan

  • Define inventive scheme budget

  • Link incentives to performance

  • Workshop the plan with labour

  • Incentive scheme documentation




Service Process Outcomes


IT strategy
  • Review the business strategy. Review the current IT strategy.

  • Determine gaps between the business strategy and IT strategy (i.e. does the IT strategy support the business strategy).

  • Review the application architecture

  • Review data architecture

  • Review hardware and networking architecture

  • Define the gaps in the IT strategy. Define the strategic objectives. Define programmes to meet the objectives.

  • Define implementation plan and budget

  • IT strategy document