Our Services
Strategy → Execution & Transformation OfficeStrategy to Portfolio
How We Engage
The Strategy Operating Rhythm
We install a strategy operating rhythm: working sessions to unlock choices, monthly value reviews to track progress and resolve trade-offs, and quarterly recalibration with the leadership team and key functional leads. The goal: strategy becomes a living system, not a one-time workshop.
Examples of Key Takeaways (Tools & Enablement, Not Dependency)
- Strategy Clarity Pack: choices, outcomes, guardrails, and “won’t-do” list—plus a short narrative deck.
- Portfolio Prioritizer: scoring criteria, sequencing map, stage-gate checklist.
- Decision-Rights Charter: who decides what, by when, with what inputs.
- Translator Toolkit: role briefs and prompts that help teams connect goals and incentives to strategic outcomes.
Strategy to Execution Service Streams
1. Strategy to Portfolio: Making Decisive Choices
The failure of strategy often happens before execution begins—when choices are ambiguous and resources are scattered. We install the clarity and discipline required to focus capital on the right bets.
- Co-Create the Strategy with the People Who Must Live It.
- Clarify Strategy vs. Operations.
- Set the 3–5 Year Focus with Near-Term Waypoints.
- From Strategy to Portfolio.
- Capital and Capacity Alignment.
- Business Cases—Co-Developed with Finance.
- Make it Stick as a Habit, Not a Project.
2. Change & Adoption: Turning Intent into Action
Purpose: Ensure people see themselves in the strategy—and change their routines accordingly. What We Do- Early Involvement for Real Buy-In.
- Critical Behaviors Per Bet.
- Leader Routines.
- Clear, Portable Messages.
- Adoption Signals.
- Adoption Kit: behavior cards, leader prompts, cascade script, 90-day rollout plan.
- 5-Chart Board/Investor Update: progress framed as “what changed, why it matters, what’s next.”
3. Value Realization & Benefits Governance
When to use: You’ve agreed the bets and stood up the portfolio, but progress feels fuzzy, initiatives multiply, and the story from work to results isn’t crisp enough for leaders, boards, or investors. What We Do- Define Value the Same Way, Everywhere.
- Make Ownership Unambiguous.
- Install a Simple Governance Drumbeat.
- Strengthen the Change Link.
- Partner with Finance—Once, Clearly.
- Keep the Story Buyer-Ready (When Relevant).
We run a value operating rhythm alongside delivery: monthly value reviews with initiative owners and key functional leads, plus a quarterly portfolio reset with the senior team. The aim is simple—link work → indicators → P&L narrative and make timely trade-offs.
Examples of Key Takeaways (Tools & Enablement, Not Dependency)- Benefits Map: clear line from initiatives to P&L outcomes with leading indicators.
- Value Review Kit: agenda, decision options, and “one-pager per initiative” template (owner, indicators, risks, next actions).
- Decision-Rights Guide: who can approve scope, funding, and pivots—and the criteria they use.
- Behavior Tracker: lightweight checklist for the few adoption signals that predict value.
- 5-Chart Board/Investor Pack: what changed, why it matters, what we’re stopping, what we’re doubling down on, and the headline P&L view.
- (Optional) Cash-flow view: a simple weekly lens for carve-outs or turnarounds—only where it adds clarity.
4. Transformation Office (TMO / Program & Portfolio PMO)
When to use: You’re entering a change-heavy period—multiple initiatives, big cross-functional dependencies, and outcomes that must show up in results—not just status updates. You need one office to run the drumbeat, raise decision quality, and build internal muscle so change keeps landing after we leave.
What We Do (Stand Up & Run the Office)
- Stand Up the Office (Fast, Practical)
- Portfolio Governance That Serves the Strategy
- Adoption Designed In (Your Edge)
- Lead the Pivotal Streams—Selectively
- Business Cases—Co-Developed with Finance (One Mention)
Capability Building (Make the Office Self-Sufficient)
- PMO Academy (Coaching & Training)
- Play the Game on the Field
- Role Clarity & Career Paths
- Leader Enablement
- Our Tooling Stance (No Lock-In, Right-Fit Only)
How It Runs (Operating Rhythm, Not a One-Off)
- Weekly Program Forums: Unblock, decide, and move—option-based escalations only.
- Monthly Value Reviews: Link initiatives to indicators and the profit and loss (P&L) story; reallocate capacity and funding based on evidence.
- Quarterly Portfolio Reset: Align leadership on sequencing, trade-offs, and what stops to make room for what matters most.
Examples of Key Takeaways (Enablement, Not Dependency)
- TMO Charter & Operating Rhythm — who meets, when, to decide what; inputs and outputs defined.
- Integrated Roadmap & Dependencies (one-page) — rolling 90-day clarity with owners.
- Decision Brief & RAID Templates — concise, option-driven papers that earn yes/no decisions.
- Adoption Kit — behavior cards, leader prompts, cascade scripts, and a simple adoption tracker.
- Board/Investor Update (5 charts) — what changed, why it matters, what’s next, and the headline P&L view.
- PMO Academy Pack — training modules, facilitation guides, and checklists your Office will keep using.
How We Engage
(Tailored to You)
We scope together and choose the level of lift:
- Advisor-on-call (governance + value reviews)
- Focused sprint (stand up the Office + first wins + PMO Academy), or
- Embedded lead (we chair the drumbeat and, if agreed, lead a pivotal stream), then hand back stronger.
Ready to Discuss Your Project?
Book a consultation with us to explore how we can help you achieve your business objectives. We are ready to provide personalized insights and strategic guidance.
What You’ll Get:
- 30-Minute Strategic Consultation
Focused discussion on your specific business challenges and opportunities - Free Initial Assessment
Complimentary evaluation of your current situation and potential solutions - Personalized Recommendations
Tailored strategic advice based on your unique business context