What we do, in detail

Four services, all scoped so an honest status determination is straightforward.

Program 01 · Options, with assumptions

Strategy and planning

Assumptions go in their own section so you can argue with them rather than having to accept or reject a conclusion whole. We will also say when a business is not ready for the thing it is contemplating, which is rarely the brief and is sometimes the most valuable sentence in the work.

  • Per engagement
  • Owner-managed and mid-sized
  • Written scope
  • Assumptions visible

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Step 1 · Scope

The question, and what is outside it.

Step 2 · Diagnose

What is actually happening.

Step 3 · Options

Costed, with assumptions listed.

Step 4 · Decide

You decide; we document why.

Step 1 · Observe

How work really flows.

Step 2 · Bottlenecks

Where it stops, and why.

Step 3 · Remove

Before adding anything.

Step 4 · Document

So it holds after we go.

Program 02 · The real process

Operations and process

The documented process and the actual one differ in almost every organisation, and it is the actual one that produces the delays. We reconstruct it with the people who do the work, and we look first for steps to remove. Putting a system on top of a process nobody questioned makes the problem permanent and more expensive.

  • Per engagement
  • Businesses and teams
  • Written scope
  • Access to the team

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Program 03 · Scope drift tracked

Programme delivery

Programmes rarely fail in one dramatic moment; they fail through small scope changes nobody wrote down. We hold the scope in writing and report every change with its effect on date and cost, including when that contradicts what has been said internally. That is uncomfortable occasionally and it is the job.

  • Per programme
  • Businesses
  • Written mandate
  • Regular reporting

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Step 1 · Mandate

Objective, authority and reporting.

Step 2 · Milestones

Dated and verifiable.

Step 3 · Track

Changes reported, not absorbed.

Step 4 · Close

Handover documented.

Step 1 · Rhythm

A review cadence actually kept.

Step 2 · In scope

Commercial and operational.

Step 3 · Out of scope

Named, and referred.

Step 4 · Reviewed

Against what was agreed.

Program 04 · And what we refer

Advisory support

Ongoing work is where an unregulated adviser drifts into regulated territory, usually helpfully. Investments and pensions need FCA authorisation. Reserved legal activities need a regulated lawyer. Accounts, tax and audit need the relevant professional. We refer rather than offering a view in passing, and we disclose anything that could affect our objectivity.

  • Monthly
  • Businesses
  • Written terms
  • Conflicts disclosed

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