Strategic planning and strategy refresh
A three-year plan the board approves and the market can hear, because the equity story is written with it, not after it.
Who it is for
- Listed mid-caps after a leadership change, index inclusion or an ambitious new target
- Conglomerate subsidiaries asked by the group for a credible plan
- Boards that want options appraised, not a single answer sold
What you get
- Strategy review: where the business wins, where it does not, and why
- Strategic options appraised against capital, capability and risk
- Three-year plan with targets, initiatives, owners and a financial bridge
- Board paper and CEO strategy deck
- Hand-over into the equity story, investor day and annual-report narrative
How long
Six to ten weeks
What happens next
The Strategic Storytelling practice carries the plan into the equity story and the next annual report; an implementation retainer runs the transformation office if you want one.
Related in the other practice
Board & executive decks
Strategic Storytelling & Corporate Communications
Board packs, CEO strategy decks and equity stories built from one investment thesis, so the board, the executive team and the market hear the same story.
Board & executive decks
Start with a 45-minute working session with a partner.
Bring the decision or the deck you are working on. You leave with a view on what it would take, who would do it and how long it would run. No proposal unless you ask for one.
Focused discussionon your decision or deck
Partner-level perspectivewith practical next steps
No proposal requiredunless you ask for one