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Are the assumptions behind your strategy still true?

Test the thinking behind a strategic direction or transformation programme against independent stakeholder and market evidence, before commitment hardens into momentum.

What this looks like

Strategic planningTransformation programmeCorporate strategy reviewBoard strategy day

Examples of who brings us in

  • A strategy team preparing a multi-year plan, wanting to pressure-test its core assumptions before it goes to the board.
  • A transformation programme months into delivery, needing an independent check that the original thinking still holds.
  • A leadership team wanting to know whether internal confidence in a direction is shared by the stakeholders it depends on.

Relevant guides

Stakeholder Intelligence

Pre-Decision Stakeholder Research: A Practical Guide

This guide explains how to run pre-decision stakeholder research before a major strategic, capital, or reputational commitment. After reading, you will know what to test, whom to speak to, how to sequence the work, and how to feed findings into the actual decision.

Strategic changeRegulatorsInvestors
4 min readRead guide →
Boards, Governance & Defensibility

How to Improve Decision Quality at Board Level: A Practical Guide

This guide sets out how boards in financial services can raise the quality of their most consequential decisions, from paper design to dissent management. After reading, you will know what to change in your board process, what to demand from executives, and where good boards consistently outperform mediocre ones.

Strategic changeBoardsExecutive teams
4 min readRead guide →
Strategic Decisions

Assumption Risk in Strategic Planning: A Practical Guide

This guide explains how to identify, test, and govern the assumptions embedded in strategic plans, the source of most strategic failure in financial services. After reading, you will know how to surface hidden assumptions, rank them by fragility, and build the monitoring discipline that keeps a plan honest as conditions change.

Strategic changeExecutive teamsBoards
4 min readRead guide →
Stakeholder Intelligence

What Stakeholders Actually Think Before a Major Decision: A Practical Guide

This guide explains what senior stakeholders (investors, regulators, customers, employees, partners) are typically thinking and weighing in the run-up to a major corporate decision, and how to surface those views before you commit. After reading, you will know how to read the room accurately, test your assumptions, and avoid the predictable failures of imagined consensus.

Strategic changeRegulatorsInvestors
4 min readRead guide →
Strategic Decisions

Leadership Blind Spots in Major Decisions: A Practical Guide

This guide sets out the specific blind spots that distort major decisions at the top of financial services firms, and how senior leaders can surface them before they cause damage. After reading, you will have a practical method for pressure-testing your own reasoning and your team's before capital, reputation, or regulatory standing is committed.

Strategic changeExecutive teamsBoards
4 min readRead guide →
Strategic Decisions

How to Test Strategic Assumptions Before Committing Capital or Reputation

A practical guide for senior financial services leaders on stress-testing the assumptions underneath a strategic decision before capital, reputation, or regulatory standing is on the line. Readers will finish with a working method for surfacing hidden beliefs, designing cheap tests, and knowing when the evidence is strong enough to commit.

Strategic changeInvestmentBoards
4 min readRead guide →