CEO strategy review

CEO's strategy review

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Some leaders have an intuitively strategic mind. Most leaders lack advanced training in strategy. All leaders are expected to be skilled at it. The result is often a significant gap between expectations and competence at a time in a leader’s journey when asking for help can seem the toughest.

Marketry’s strategy review service is designed specifically for CEOs, managing directors, executives and other senior leaders. It offers a confidential sounding board to review your strategy and give you frank feedback with the benefit of:

Expert assessment
Independent advice
Practical improvements.

The service is best suited to mid-term strategies (three-to-five-year durations) that either haven’t been launched or are nearing an annual refresh. However, it can be used to test early concept strategies to strengthen them before they are released to a wide stakeholder base, evaluate near finished strategies for lessons and improvements before they are reset, or provide a sense-check at any stage during implementation to inform a course correction.

While the primary focus is your documented strategy, if relevant, Marketry’s broader expertise can be applied to offer supporting advice in areas such as strategy development processes, leadership team collaboration, employee communication and engagement, brand management alignment, long-term strategy alignment and short-term implementation.

The service is a fixed scope for a fixed fee, giving you certainty and transparency for your investment with complete discretion, embedded upskilling and empowerment.

Scope

Initial 1 hour context video briefing (optional)
Desktop strategy review (plan-on-a-page up to approx 12 A4 pages)
Analysis and recommendations development
Succinct assessment report
Close-out 1 hour findings video briefing (optional)

Investment = $4,000 + GST

The optional context briefing is an opportunity to give your strategy and/or its development process context, providing specific focus for the review. The findings briefing is an opportunity to ask questions and gain additional advice tailored to your situation. For clients not interested in one or both briefings, the fee does not change.

Process

Send expression of interest
Receive invoice and agreement with GoCardless direct debit link
Pay first 50% instalment upfront, share strategy and schedule optional briefings
Receive review via assessment report
Auto-pay final 50% instalment

Once the strategy is received and 50% deposit made, pending your availability for briefings, the full review will be delivered within three weeks. Direct debit payments are managed via GoCardless in two instalments. Deposits are non-refundable but the project can be deferred for up to three months if the need arises and the deposit has already been paid. Reports are guaranteed to be received before the final 50% instalment (direct debit). Close-out briefings not scheduled prior to the final payment, including close-out briefings originally declined, can be requested anytime up to six months after the report is issued as part of the original fee. This service is designed to deliver maximum value to leaders with the least logistical fuss for you (and Marketry).

Confidentiality

All services are bound by strict confidentiality, covered by the one-page agreement. Elizabeth Graetz is a Graduate of the Australian Institute of Company Directors and a Fellow of the Australian Marketing Institute. As such, her work is also bound by professional codes of conduct. Clients have the option of their original strategy documents being deleted in full once the report and optional close-out briefing are delivered. If a non-disclosure agreement is still required, an additional fee of $500 + GST will be added to the overall service.