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Corporate strategy

Corporate Strategic Planning

Board-level planning for capital allocation, portfolio decisions, and multi-year growth.

Three-year plans with capital allocation matrices, divestment gates, and portfolio reviews tied to your approval chain.

Capital allocationPortfolio reviewBoard packs

Board advisory

Plans that survive contact with the P&L

We help directors choose where to invest, what to exit, and how to align management incentives with those choices. Work starts with portfolio facts—not vision statements.

Strategy engagements typically run 8–12 weeks: stakeholder interviews, segment economics, competitor pricing, then a board paper with explicit trade-offs and capital asks.

Board workshop on capital allocation priorities
6–12 wksTypical strategy programme
ROIC vs WACCCapital allocation lens
QuarterlyExecution review cadence
01

Vision & portfolio

Clarify which units earn cost of capital and which drain it. Exit or fix before growth spend.

02

Governance

Reporting lines, delegated authorities, and ASIC-aligned director duties baked into the plan.

03

Risk profile

Macro, supply chain, and liquidity scenarios with triggers—not generic risk lists.

04

Execution

Named owners, milestone dates, and KPIs tied to executive scorecards.

Strategy realisation matrix

PillarQuestion we answerMetricReview
PortfolioWhere should the next dollar go?Segment ROICQuarterly
GovernanceCan the board see problems early?Risk register freshnessAnnual
GrowthIs the market entry sized honestly?Payback on CACProject gates
OrganisationDo decisions travel fast enough?Layers vs span ratioBiannual

"They forced us to quantify which divisions destroyed value. The exit decision was uncomfortable but obvious once the numbers were on the table."

A
Andrew Vance Non-executive Director, Victorian Advisory Panel
How do you prevent shelf-ware strategies?

Every recommendation has an owner, budget line, and review date. We optionally stay for six months to audit milestone delivery.

Do you model acquisitions?

Yes—diligence support, integration cost ranges, and post-merge KPIs are part of growth pillar work.

Board cycle alignment

Strategy work is timed to your board calendar—interim readouts before the full paper so directors can challenge assumptions early.

Discuss a strategy mandate

Brief us on your portfolio and timeline for the next board cycle.

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