A strategy review for just £121

What you can expect from a Portfolio Executive

Steve Jobs once said "great things in business are never done by one person." Having the right team at the right time is essential.

A Portfolio Executive can easily be confused with a Consultant as we both start by looking at strategy and planning. However, as a Portfolio Executive, my involvement extends further into execution and performance: essentially, by becoming part of your team.

By adopting a more gradual and iterative process, I can ensure that solutions are developed and embedded, not just prescribed.

Stragic review helping you when you are too busy too think

Approach and methodology

Any engagement will start with a short but vigorous process that reviews your commercial assets and recommends how they should be developed to achieve your goals. Once complete, we will develop a highly customised working document detailing:

Business goals - by focusing on some key questions about your business mission and how it has reached its current position, we can determine your main priorities.

Commercial audit - once we have determined your key objectives, we will assess your commercial assets to ensure you have the tools you need to deliver what is expected of them.

Commercial plan - from marketing resources to sales capabilities, we will produce a working blueprint of opportunities that you can use to schedule your resource, drive performance and help you to meet your targets.

You often get a better perspective when you take a step back

The importance of strategy

Whatever the size of your business, self awareness and direction are the ingredients that keep your organisation moving forwards.

Strategy is the articulation of movement that focuses the collective attention of people and resources and enables effort to achieve its full potential.

  • strategy gives you a helicopter view of your organisation so you know where to apply resource
  • strategy communicates priorities and facilitates performance within your teams
  • strategy provides resilience and commitment in the pursuit of the things that really matter to your business

In short, strategy allows you to perfect the tasks and activities that your business really needs in order to grow.

Creating the right strategy through structure and design

The anatomy of a strategy

The model for building strategy is a tried and tested process. It sequentially determines what priorities must be met to succeed.

  1. Situation analysis - to define the business status and goals
  2. Commercial audit - to identify your commercial strengths and assets
  3. Strategic direction - to determine how to attract and retain the right customers
  4. Tactical planning - to detail business tasks, actions and benchmarks
  5. Resource inventory - to define the methods and resources you will need.

Most businesses have the knowledge they need. By extracting that knowledge methodically, we can use it to create value.

Book your Strategy121 for £121!

Involvement and integration

My involvement in your business is based on some assumptions:

  • your current position has been attained through the skill and expertise of your team
  • there is strength in your commercial assets that should be fully leveraged and developed
  • there should be no preconceptions in terms of the nature and type of solution you require
  • your business is unique and any solutions must be specific

By integrating with your management process over time:

  • tasks are less intensive so less demanding of your attention
  • any solutions can be built into your operational capability
  • implementations can be modified, as they occur, in real time
feedback and testimonials

Referrals and testimonials

Eric Mann, Marketing Director
“a strategy session with Alastair was just what I needed to kick start my business. I am very happy with his recomendations”

Lucy Arnold, CEO
“we needed some help planning a product launch and this was a really useful tool for working out how to move forwards”

Ted Collgate, Managing Director
“as a sales business, I had never really thought of marketing as a function but this was an excellent place to start from”

Charlie Steed, Marketing Director
“I needed to reorganise the marketing department and Alastair's input helped us to document our main priorities. Great stuff!”

Get in touch if you would like to discuss the solution to a business challenge, or request to see my curriculum vitae.

Let's get started then...


Leave me a message using the form below.