Strategy Into Action Sprint

For Owners & Leadership Teams
Turn strategy into a plan your team can actually execute. We work with owners and leadership teams to identify the few priorities that matter most, translate them into measurable actions, establish ownership and KPIs, and create a clear roadmap for moving forward.

  • A focused engagement to turn an existing strategy or set of priorities into a clear, actionable execution plan.

    • Review current strategy, goals, financial priorities, and key business challenges

    • Facilitate leadership working session(s) to establish strategic focus

    • Identify and prioritize 3–5 Must-Win Battles

    • Define the desired outcome for each Must-Win Battle

    • Translate each priority into clear, measurable objectives

    • Apply the SMART framework to strengthen objectives

    • Identify the critical actions required to achieve each objective

    • Assign clear ownership and accountability

    • Establish Objective KPIs to measure results

    • Establish Action KPIs to measure execution

    • Build a simple Strategy Into Action scorecard

    • Establish an initial leadership review cadence

    • Deliver a 90-day action roadmap with priorities, owners, actions, KPIs, and next steps

100-Day Strategy Into Action

For Private Equity & Portfolio Companies
Turn the investment thesis into execution. We work with private equity teams and portfolio company leadership to translate the value-creation plan into Must-Win Battles, measurable objectives, clear ownership, KPIs, and a focused 100-day roadmap

  • A more comprehensive engagement that builds the execution plan and works alongside the leadership team through the first 100 days.

    • Assess current strategy, performance, organizational priorities, and execution gaps

    • Align the leadership team around the most important value-creation priorities

    • Identify and pressure-test 4–6 Must-Win Battles

    • Define measurable objectives and success criteria for each

    • Build detailed initiatives and action plans

    • Sequence actions into a practical 100-day roadmap

    • Identify dependencies, resource requirements, and potential execution barriers

    • Assign executive and functional ownership

    • Develop SMART objectives across each Must-Win Battle

    • Establish Objective and Action KPIs

    • Build the leadership scorecard/dashboard

    • Establish weekly and monthly operating rhythms

    • Facilitate regular progress reviews during the 100 days

    • Identify stalled initiatives and help resolve execution roadblocks

    • Adjust actions and priorities based on results and new information

    • Complete a 100-day review and define priorities for the next phase

Strategy Pressure Test

For Private Equity & Portfolio Companies
A strategy can look compelling on paper and still be difficult to execute. We pressure-test the assumptions, priorities, capabilities, and execution requirements behind the plan to identify gaps and risks and determine what needs to be true for the strategy to work.

  • For owners, leadership teams, or investors with an existing strategy who want an independent assessment of whether it can deliver the expected results.

    • Review the strategic plan, investment thesis, growth plan, or value-creation plan

    • Test whether strategic priorities are sufficiently focused

    • Evaluate whether the proposed Must-Win Battles address the biggest opportunities and risks

    • Test assumptions underlying growth, profitability, customers, operations, and organizational capability

    • Assess whether objectives are specific and measurable

    • Determine whether initiatives logically connect to expected outcomes

    • Identify gaps between the strategy and the organization's ability to execute it

    • Assess leadership ownership and accountability

    • Review whether appropriate Action and Objective KPIs exist

    • Identify dependencies, resource constraints, and execution risks

    • Highlight areas where assumptions require additional validation

    • Prioritize the most important changes before execution

    • Deliver a concise Strategy Pressure Test assessment with findings, risks, recommendations, and immediate actions

    For Private Equity: this can also be used during diligence to answer a very practical question: Can this management team actually execute the value-creation plan being underwritten?

Fractional strategic leadership that keeps the organization focused on its Must-Win Battles and helps management turn plans into results.

  • Serve as an ongoing strategic partner to the CEO and leadership team

  • Facilitate weekly, biweekly, or monthly Strategy Into Action reviews

  • Track progress against Must-Win Battles, objectives, and initiatives

  • Monitor Action KPIs and Objective KPIs

  • Identify execution gaps before they become performance problems

  • Help leadership remove roadblocks and resolve cross-functional issues

  • Maintain accountability for owners, actions, and deadlines

  • Reprioritize initiatives as business conditions change

  • Support development of new initiatives when performance is off track

  • Help translate strategic priorities into functional plans

  • Support leadership decision-making on growth, customers, pricing, operations, and organizational priorities

  • Refine KPIs and targets as the business learns

  • Prepare leadership and/or investor performance updates

  • Facilitate quarterly strategic reviews

  • Refresh Must-Win Battles as priorities evolve

  • Build internal execution capability so the organization becomes less dependent on outside support over time

Ongoing Strategy & Execution Consulting — Keep Strategy Moving

Execution doesn’t end when the plan is built. We stay engaged as a strategic partner to leadership, helping maintain focus, track results, remove roadblocks, adjust priorities, and keep the organization accountable to the outcomes that matter.

  • For owners, leadership teams, or investors with an existing strategy who want an independent assessment of whether it can deliver the expected results.

    • Review the strategic plan, investment thesis, growth plan, or value-creation plan

    • Test whether strategic priorities are sufficiently focused

    • Evaluate whether the proposed Must-Win Battles address the biggest opportunities and risks

    • Test assumptions underlying growth, profitability, customers, operations, and organizational capability

    • Assess whether objectives are specific and measurable

    • Determine whether initiatives logically connect to expected outcomes

    • Identify gaps between the strategy and the organization's ability to execute it

    • Assess leadership ownership and accountability

    • Review whether appropriate Action and Objective KPIs exist

    • Identify dependencies, resource constraints, and execution risks

    • Highlight areas where assumptions require additional validation

    • Prioritize the most important changes before execution

    • Deliver a concise Strategy Pressure Test assessment with findings, risks, recommendations, and immediate actions

    For Private Equity: this can also be used during diligence to answer a very practical question: Can this management team actually execute the value-creation plan being underwritten?