Capability
Strategy
Where the company should play, what it should stop doing, and a plan the organisation can actually run.
What this means in practice
Three situations, and what we actually do in each.
The plan explains the past better than the future
Growth has stalled or the market has moved on. We rebuild the choices from the customer and the economics up, and test them against scenarios rather than a single forecast.
The portfolio grew one decision at a time
Units, products and markets added without a common logic. We assess each on value and fit, set out what to grow, fix or exit, and put the governance in place to make those calls stick.
The board needs a view it can defend
An independent strategy review for owners, boards and investors: where the business stands, the real options, and the case for each, in a form the board can decide on.