What we do
We assist businesses to answer critical questions:
Where will we play?
How will we win?
What will we prioritise?
In addressing these questions we focus on strategy development that fits the firm’s risk appetite and growth aspirations, effective articulation to secure the commitment of key stakeholders and laying the foundation for successful delivery.
Strategy development
In a world of limited resources, a robust strategy ensures alignment of decision making throughout teams and organisations. We work with leaders to draw together data, consult with relevant stakeholders and develop the strategy for organisations and teams.
It is not only getting the strategy itself right, Halo focuses on ensuring that the approach engages stakeholders in an effective way, thereby improving the prospect of successful implementation. People buy in to what they help create. We design bespoke processes to develop strategy that generates the ownership that, in turn, drives execution.
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Past and current articulations of strategy
Current performance
Risk appetite
Strategic context - commercial landscape, megatrends (e.g. AI), stakeholder landscape, system dynamics,
Goals, if defined
Strategic and change drivers
Business model
Organisational capability and resources
Stakeholder perspective and engagement
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Strategy fundamentals - purpose/mission, vision, values
Articulation of future state - “where will we play?”
Competitive positioning - “how will we win?”
Strategic objectives
Value proposition
Strategy pillars / key priorities
Risks and mitigation
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Examples of engagements include:
Design and facilitation of Board/Executive Team strategy days
Team away days and retreats
Strategy reviews whether at firm, division or team level
Market and opportunity assessment
Strategy articulation
Successful implementation of a strategy requires leaders to mobilise others if they are to succeed.
Boards need to ensure that strategic intent is clear for investors and aligned with their C-suite; CEOs and executive leaders need to articulate strategies and plans in a way that make sense for people on the ground.
To do this, leaders need a clear strategic narrative, ensuring all stakeholders understand the rationale, how it will be delivered and what is required of them.
We help leaders to develop a clear message. Drawing on best practice communication and change management principles ensures that the format, framing and focus is tailored to the audience and has the desired impact.
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Stakeholder perceptions - internal and external
Barriers to success
Risks
Change champion
Communication fundamentals e.g. key messages, tone of voice, channels, media
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Strategies need to be articulated with the purpose and audience in mind.
Halo can assist with:
Development of your strategic narrative and tailoring for different stakeholder groups
Presentations e.g. Town Halls
Board and/or Excom submissions
Workshops / support for planning cascade
Investor decks
M&A Information Memorandums
Implementation enablement and coaching
The success of a strategy hinges on its implementation, which involves driving change. Halo assists leaders to set up a program of work and optimise the prospects of success in executing the strategy.
We develop frameworks to ensure that your program is successfully implemented, and accompany leaders during execution.
During execution we are a sage sounding board, assisting with necessary course correction and adaptation.
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Aspects considered in establishing plans include:
Accountability, leadership and governance
Critical success factors
Anticipated roadblocks
Workstreams
Defining metrics and milestones
Operational rhythm
Coaching through setbacks
Pivoting in response to changing market dynamics
Reporting and feedback
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Halo can assist with implementation through:
Divisional strategy workshops
Coaching for leaders
Establishment of workstreams
Design and development of feedback mechanisms