Step 1 · Scope
The question, and what is out of it.
What we do, in detail
Four services, none of them sold on a promised figure.
Program 01 · Options, with assumptions
Strategy and planning
A useful plan is a set of costed options with their assumptions written separately, so you can argue with the assumptions rather than accept the conclusion. We will also say when the honest answer is that a business is not ready for the thing it wants to do, which is not what most people are hoping to hear from a strategy session.
Step 2 · Diagnose
What is actually happening now.
Step 3 · Options
Costed, with assumptions listed.
Step 4 · Decide
You decide; we document why.
Step 1 · Observe
How work really flows.
Step 2 · Bottlenecks
Where it stops, and why.
Step 3 · Remove
Before adding anything.
Step 4 · Document
So it survives us leaving.
Program 02 · The real process
Operations and process
The written process and the real one differ almost everywhere, and the real one is where the delays live. We reconstruct it with the people doing the work rather than from the org chart, and we look first for steps to remove. Adding a system on top of a process nobody questioned just makes the problem permanent.
Program 03 · Materials you keep
Training and workshops
Training that produces enthusiasm and no change is the norm, so sessions end with something written down that someone owns and a date it will be reviewed. We would rather cover three things that get implemented than twelve that get remembered fondly. Materials stay licensed for your own use afterwards.
Step 1 · What changes
The behaviour, not the topic.
Step 2 · Few things
Three, not twelve.
Step 3 · Practise
In the session, not after.
Step 4 · Owned
Named person and a review date.
Step 1 · Rhythm
A review cadence that is kept.
Step 2 · In scope
Commercial and operational.
Step 3 · Out of scope
Named, and referred.
Step 4 · Reviewed
Against what was agreed.
Program 04 · And what we refer
Ongoing advisory support
Regular support is where an unregulated adviser drifts into territory that needs authorisation, usually with good intentions. Investment, pensions and financial planning need FCA authorisation. Reserved legal activities need a regulated lawyer. Accounts, tax and audit need the relevant professional. We refer those rather than offering a view in the margins.
Want to talk it through?
A free first call, with no obligation and no pitch built on numbers.