Service line 04
From the plan that gets filed to the plan that gets executed.
We help senior management set the course, organize the processes that sustain it, and make sure decisions reach the operation.
- Strategic Planning
- Business Management
- Process Optimization
- Change Management
- Document Management
- Corporate Governance
Situations we solve
If any of this sounds familiar, it's time to look into it.
The strategic plan never reaches the operation
It is defined at an annual retreat, presented in January and never opened again. Without indicators or owners, strategy remains an intention.
Processes grew without design
Each area solved things as it could. There is rework, duplicated approvals and activities nobody can explain.
Decisions depend on a few people
Without governance bodies or clear rules, the organization stops when the founder or the manager is away.
Services and deliverables
What exactly you receive.
Each component can be contracted alone or combined. Deliverables are concrete documents and models, not reports of general recommendations.
We facilitate the whole process: context analysis, objective setting, indicators and deployment by area. We work with the executive committee, not over it.
Deliverables:
- Strategy map and objectives by perspective
- Indicator dashboard with targets and owners
- Deployment plan by area and follow-up schedule
We map the process as it really happens, measure times and waiting points, and redesign it removing what adds no value.
Deliverables:
- Current and redesigned process map
- Process characterizations, procedures and work instructions
- Process indicators and control points
We design and run the communication, training and support plan so the change is adopted and does not revert three months later.
Deliverables:
- Impact analysis by stakeholder group
- Communication and training plan
- Change-agent network and adoption measurement
We bring order to the organization's documentation: version control, owners, validity and access, with defined retention criteria.
Deliverables:
- Policy and document retention schedules
- Repository structure and version control
- Creation, approval and filing procedure
We define governance bodies, powers, committees and decision rules. Especially relevant for family businesses in transition.
Deliverables:
- Code of good governance
- Board and committee regulations
- Authority matrix and delegation of authority
Ongoing support to management in monitoring the operation, reviewing indicators and preparing executive committees.
Deliverables:
- Monthly and quarterly management rhythm
- Executive report for the board
- Committee agendas and minutes with commitments
How we do it
The strategic consulting project, step by step.
- 01
Discovery session with general management
We define scope, expectations and success criteria for the project.
- 02
Diagnosis
Executive interviews, document review and operational data analysis.
- 03
Prioritization workshop
The executive committee decides what to tackle first, using impact and effort criteria.
- 04
Design and documentation
We build the deliverables together with the process owners of each area.
- 05
Supported implementation
Training, rollout and adjustment with the operation running.
- 06
30-60-90 follow-up
We verify adoption and indicators and correct deviations.
Expected outcomes
Strategic objectives with owner, target and indicator
Documented and measurable processes
Clear decision rules and governance bodies in operation
An executive committee with reliable information to decide
Book a consultationInitial session of 45 to 60 minutes, free of charge, with a written preliminary scope.Frequently asked questions
About strategic consulting.
Let's talk
Tell us about your strategic consulting case.
Initial session of 45 to 60 minutes, free of charge, with a written preliminary scope.