Project
Five year strategy planning and forecasting project.
Project Trigger
With ambitious plans for growth and a readiness to execute, the shareholders requested a third party to facilitate the process and provide detailed plans, and validate the plans financially.
Our Scope
Active Directions were engaged to deliver a current assessment, develop a detailed strategic plan, develop a supporting three way financial forecast, and a strategy execution approach to maintain momentum.
Project Outcomes
- The strategy focused on replicating strengths in regional versus metro areas, and across specific markets.
- The resulting strategic roadmap provided a clear plan to invest and grow 20% year on year for five years, and to increase EBITDA over that period.
Our Values
- We facilitated a strategy planning and financial modelling process that included broad input across the business, and resulted in an aligned organisation, ready to launch and execute.
- The current assessment identified quick wins across operations and stock management that was able to deliver short-term margin increases.
- The strategy was launched with clear responsibilities and cadence of execution with meetings, reporting and communications set.
Top 3 Tips
Clients seeking to develop a strategic plan should:
- Maintaining high levels of data governance and guaranteeing data quality is critical to making ongoing, timely and informed strategic decisions.
- Designate project owners early to instil broad ownership of the strategy across the organisation.
- Plan and invest in a strategy launch with the whole organisation, use this as an opportunity for drawing out ideas on how best to work together and communicate as the strategy is executed. Drive early momentum!
