Service

Advice and planning

A short, honest assessment of where the company stands and a plan you can act on, ready within [timeframe].

[Pricing note and what you get at the end].

Photo of a planning session

What's included

A clear plan, not a binder

Everything in the engagement, in plain words.

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  • Current-state review

    Interviews and a look at how the work is done today.

  • Options and costs

    Two or three ways forward, each with cost and effort.

  • A plan you can follow

    Owners, dates and the first three steps.

  • A session with your team

    We walk through the plan so everyone knows their part.

The engagement

What happens, week by week

  1. [timing]

    Kick-off and interviews

    We meet the people who do the work.

  2. [timing]

    Review and options

    We analyse what we found and shape the options.

  3. [timing]

    Plan and presentation

    We present the plan and agree the next step.

Case

A month-end routine cut by a third

A regional manufacturer

[What we did for this client, in two sentences.]

time on month-end
[result]
to close the month
[result]
late reports after [timeframe]
0
Photo of the finance team

[client quote]

[name]Finance manager
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Questions

About this service

How long does it take?

[How long it takes], depending on how many people we need to interview.

What do you need from us?

A contact person, access to the relevant documents and about two hours of time from the people we interview.

Can you also carry out the plan?

Yes, through our delivery service, but you are free to use the plan with anyone.

Start with a conversation

[Length and terms of the first call.]