Strategic Direction & Road Maps

Our consulting service is backed by our years of experience, and follows a tailored, multi disciplined analysis of the stages, timing and challenges ahead as you adapt your planned strategy.

For clients who know where they are going, but need help on planning how to get there.

Some of our most common activities in this area are as follows.

Develop the strategic direction based on the output of earlier market studies and capability of the existing business.
Develop a road map for the execution of the business changes.
Develop and assess a detailed return on investment (ROI) and establish your capital and cash flow funding requirements.

Strategic Direction

When you have all the information and need to focus on what to do.

The strategic direction stage brings together the findings from earlier market and industry studies, capability reviews, and detailed performance analysis to form a clear pathway for the company’s future.

By synthesising insight on customer demand, competitive forces, internal strengths, and organisational constraints, this stage defines where the business should focus, how it should position itself, and what priorities will drive growth.

It converts complex analysis into a practical, forward-looking strategy that guides investment, resourcing, and operational decision-making. The outcome is a cohesive vision and set of strategic priorities that ensure the business moves confidently and deliberately toward its long-term goals.

Consolidates insights from market and customer analysis to identify where real demand and opportunity exist.
Integrates findings from industry studies to understand competitive pressure, regulatory changes, and future market shifts.
Draws on capability and performance reviews to determine what the business can deliver effectively and where capability gaps remain.
Highlights the company’s core strengths and unique value proposition as the foundation for future positioning.
Defines strategic priorities that target the highest-value opportunities identified in earlier analysis.
Clarifies which products, services, or markets to grow, maintain, or exit based on profitability and alignment with long-term objectives.
Establishes clear strategic goals supported by measurable outcomes and realistic timelines.
Aligns operational, financial, and workforce planning to ensure the company has the resources to deliver the strategy, often including cash flow and ROI assessments.
Identifies major risks, constraints, and enablers that will influence the success of the chosen direction.
Provides a clear strategic narrative that leaders can communicate across the business to guide decision-making and organisational alignment.

Road Map

When you need to know how to implement your plan

The roadmap stage translates the strategic review into a clear, practical sequence of actions that the business can follow over time. While the strategic direction outlines what the company should pursue, the roadmap defines how and when it will be delivered.

It brings together priorities, capability constraints, resource needs, and operational realities into a structured plan that leaders can execute step by step. This stage ensures that high-level strategy becomes achievable through coordinated initiatives, timelines, responsibilities, and clear milestones, giving the business a disciplined and manageable pathway forward.

Converts strategic priorities into specific initiatives and projects with defined scopes and outcomes.
Sequences actions logically based on impact, dependencies, resource availability, and organisational readiness.
Assigns clear ownership and responsibilities to leaders, teams, or departments.
Establishes timelines, milestones, and checkpoints to keep execution on track.
Aligns financial planning, staffing, and operational resources to ensure initiatives are achievable.
Incorporates insights from capability assessments to address gaps before major initiatives begin.
Builds in risk management and contingency planning to anticipate challenges during implementation.
Provides a realistic view of what can be delivered in the short, medium, and long term.
Ensures alignment across the business by translating strategy into behaviours, processes, and measurable actions.
Creates a living document that can be updated as conditions change, keeping the organisation agile while maintaining strategic alignment.

Cash Flow & ROI

When you just want fact based projections to check your plan is affordable and worth the spend.

A cash flow and ROI review provides a clear financial lens over the proposed direction of the business, ensuring that every initiative is supported by realistic funding capacity and delivers meaningful returns.

This stage tests the financial strength of the strategy by assessing how money will move through the business, what investments are required, and whether those investments are commercially justified.

By integrating cash flow modelling and ROI analysis, the strategic plan gains a practical, financially grounded foundation that guides prioritisation, sequencing, and decision-making.

The result is a robust financial assessment that confirms the strategy is viable, sustainable, and aligned with the company’s long-term financial goals and financial capacity.

Models future cash flows to determine whether the business can fund strategic initiatives without creating liquidity pressure.
Assesses working capital needs in relation to growth plans, staffing changes, and operational expansion.
Calculates expected return on investment (ROI) for each strategic initiative, project, or capital outlay.
Identifies initiatives with weak or negative financial returns, supporting decisions to refine, delay, or remove them.
Highlights financial risks, such as periods of potential cash shortfall, and provides mitigation strategies.
Evaluates how changes in pricing, volume, or operating costs impact future profitability and cash stability.
Tests the financial resilience of the strategy using sensitivity analysis across key variables.
Aligns financial projections with three-way forecasting (profit, balance sheet, cash flow) to ensure a cohesive financial picture.
Supports prioritisation by ranking initiatives based on financial impact, urgency, and return profiles.
Ensures the overall strategic plan is financially achievable, providing a balanced view of growth ambition and financial capacity.

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