D E V E L O P

Growth and Innovation Strategy

We develop multiyear strategic and operational plans. By using a combination of business planning, analytics and facilitated activities we work with client teams to develop growth plans, map strategic options, build financial projections and performance scenarios and articulate cross-functional
action plans

KEY CAPABILITIES

Illustrative outcomes we produce for clients include:

BUSINESS ANDOPERATIONAL PLANS — BUSINESS AND
OPERATIONAL PLANS

Comprehensive business and operational plan with summaries of all workshops and outputs, including:

An executive summary
Situation analysis (i.e. market opportunity, competitive dynamics, industry trends, competitive landscape, key market forces, go-to-market strategy, segments/channels, and channel strategy)
Vision, direction and strategy
Detailed prioritized growth initiatives and
Delivery requirements, directional financials and performance scenarios
Action plans by function

PRO-FORMULAFINANCIALS — PRO-FORMULA
FINANCIALS

Pro-forma financials, operational dynamic model and balance scorecards, including:

Detailed pro-forma statements
Pricing models
Sales pipeline modeling
Budgets and performance scenarios including definition of key performance indicator (KPI) scorecard

Detailed cross-functional implementation plans and map of key business processes, including elements such as:

Unit objectives and functional goals Key challenges
Interdependencies
Staffing plans
Functional budgets
Key performance metrics per function

ILLUSTRATIVE CLIENT CASES

Featured

Program management of global strategy development for $4b food ingredient business for one of the largest US corporations

Program managed global corporate growth strategy for $4b SBU. Project included baseline analysis, strategic options identification, options evaluation, strategy selection and recommended strategy articulation and detailed action planning. Coordinated work with 50+ executives worldwide.

Strategic and operational plan for $20M cloud-computing health IT company

Led strategic repositioning of a $20M cloud computing – Health IT technology venture. Worked with GM and management to re-focus company’s direction and operations. Developed new 5-year strategic plan and value proposition, articulated integrated financial and operational models, defined sales force design and staffing ramp-up, crafted functional action plans and execution/tracking metrics.

Strategic growth plan for new Chicago-based rapid prototyping, design and engineering center

Translated Founder’s idea into a robust, actionable and practical strategic growth plan to enable execution and communication with key stakeholders and investors. It included detailed strategic approach, dynamic directional financials and summary presentation for investors / partners.