Tipping Point, an initiative of SamWilko Advisory

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Outlined below is an overview of how we work. Our engagements are heavily customised to ensure our advice is a good fit to the context, challenges and needs of your business.

1

We begin all engagements with a Situation Analysis

This "fact find" based process is designed to collate information, uncover issues and identify opportunities so that the engagement can be structured to meet your specific needs. This process consists of one-on-one interviews with you, your leadership team and key staff.

Using the insights gathered, we'll present these back to you for further discussion and align on a Roadmap and key Actions that identify the priority areas to focus on.

We have a range of tools available to us to dive deeper into your business, but it's critical that how we proceed is specific and relevant to your firm.

Fill in the form below and I'll be in touch to schedule a complimentary 20-minute "Clarity Call".

During this review, I'll ask you to identify your Biggest headache, Major roadblock or Tactical weakness that's been holding your business back.

We'll then work together to come up with key actions to get you on the road to resolving your problem.

What better opportunity for both of us to check each other out, ask the hard questions and make sure we are a good fit?

To be clear, there's no cost to you and no obligation to proceed.

2

Strategy Design

In this phase our business process frameworks, knowledge and skills are transferred to your organisation. We work with you to co-design a detailed Plan to achieve your agreed objectives.

At the end of the Strategy Design phase, you will have:

  • A detailed business Roadmap with priority Project plans to achieve the agreed objectives;
  • Identified goals and milestones for success; and
  • Be educated in some of our business process and frameworks and be already applying them.

This component will comprise fortnightly half-day sessions with you over an agreed period (typically 3 months) involving yourself and your key business representatives.

3

Implementation

Once the Strategy has been approved, we then move into Implementation.

During implementation the Strategy is converted into actions and behaviours to ensure that the full value of the Strategy is captured and that our methodologies become part of your operating DNA. During Implementation, you will be supported by:

  • Frameworks related to your specific activities;
  • Full Implementation Coaching support for your resources; and
  • Electronic access to us throughout the life of the journey.

To find out more, or get the ball rolling fill out the form below