Strategic Business And Operational Planning

“Working with your team to bring your business vision to life”

What you can expect…….

Careful scoping and close engagement with your senior team, which could include any of the following:

  • Articulation of your business vision and mission in an engaging and relevant style to generate maximum buy in from stakeholders
  • Situation analysis – competitors, customers, legal/regulatory, competencies
  • Revenue and cost driver analysis
  • Risk dimension review
  • Value chain analysis – understanding how you and your industry works 
  • Develop strategy pillars – customer, people, process, technology, location
  • Understanding your execution competency 
  • Establish implementation plan
  • Business case development
  • Establish execution rhythm and routines – short, medium to long term

Experience and Credentials

  • Leadership of investment planning process for global mortgage business for global bank – 2016-2019
  • Developed global mortgage customer journey framework to align common components of 15 global mortgage markets – 2016, 2018, 2019
  • Lead the detailed planning for the delivery of the target business design and operating model for the Co-op/Capita mortgage outsourcing deal – the largest mortgage outsource deal in UK – Q4 2014 – Q1 2015
  • Developed a plan for the operational transformation of a major bid by Europe’s largest BPO – 50% cost reduction in 2 years – Q3/4 2015
  • Lead the development of a vision and strategy for the UK banking division of Europe’s largest BPO – Q3/4 2015
  • Global head of mortgage transformation for a global bank
  • Developed compelling 4 year vision and execution approach for Barclays Mortgages, used to tell the story to senior sponsors and engage 2500 colleagues in the business – 2012/14
  • Lead the development and implementation of the strategic investment process for the UK mortgage business in 2012/13
  • Developed and implemented a digital strategy for Barclays UK Mortgages – 2012/14 seeing the launch to market of an industry award winning app (Moneyfacts 2013 Personal Finance Innovation of the Year)
  • Developed and implemented a vision and operational strategy for Barclays UK Customer Relations, delivering 25% cost reduction, site consolidation from 30 sites to 4 and transformed control frameworks – 2005/9.
  • Managed the medium term strategic planning process for Barclays UK Personal banking for 2 years – 2002-4
  • Delivered a 4 year business strategy for Barclaycard UK – 2001