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Practice / Direction

Strategy and advisory

A clear direction the leadership team signs, and an outside adviser who stays for the decisions that follow.

01Situations we are asked about

Sound familiar?

Typical starting points for this practice, in the words leaders often use.

  • We have a plan, but nobody uses it to decide anything.

  • The owner makes every call, and the team waits.

  • Our board meetings report the past instead of steering the future.

  • We are growing, but we cannot say what we will stop doing.

02The working model

From purpose to this week's work

Strategy only works when it reaches the calendar. Each level is shorter than the one above, and the list of things you will not do is as deliberate as the list you will.

  • Each level answers the one above it
  • Priorities are few enough to say from memory
  • The parked list stops good ideas crowding out the plan
Strategy cascade / illustrativeStrategy and advisory
Strategy cascadePurpose over years, priorities for this year, quarterly goals and weekly routines, each narrower than the last, with a parked list of things not being done this year.PurposeYearsPrioritiesThis yearQuarterly goalsQuarterWeekly routinesWeekParked, not this year:the good ideas we said no to

03What we do

Services in this practice

01

Strategy and planning days

Facilitated days that end in signed decisions: positioning, priorities and a one-page plan the whole leadership team owns. Pre-work interviews and a short survey make the day honest from the first hour.

02

Standing advisory board

A standing advisory seat on a monthly rhythm: a structured session, sounding-board access between sessions, and accountability that respects your ownership.

03

Board and governance

Board charters, delegations, committee structures, board papers and an annual board calendar, sized for the organisation you are, not the one in a textbook.

04

Strategic reviews

An outside look at a market, a service line or a major decision, with the evidence laid out and a recommendation you can test.

04You leave with

Deliverables you keep

  • A one-page plan with owners and dates
  • Decision rights written down
  • A board and leadership calendar
  • A rhythm for reviewing the plan

05Programs

Build the capability in house

Strategy

Strategy and planning day

A facilitated day for a leadership team or board that ends with decisions, a one-page plan and a first 90-day commitment.

  • Workshop
  • In-house
  • Leadership teams
  • CEOs and executives
  • Boards and directors

06Accredited study

Related nationally recognised qualifications

Nationally recognised qualifications are delivered by CAQA, RTO 45459, and listed on Career Calling Courses. Our own workshops, programs and advisory are non-accredited.

Questions

Questions

Something else? Call 1800 266 160 or email info@caqa.com.au.

Do you write the strategy for us?

No. We facilitate, challenge and write it up, but the leadership team makes the decisions. A plan written by outsiders rarely survives the first quarter.

How does the advisory board work?

A monthly session with an agreed agenda, a short written note afterwards, and access between sessions for decisions that cannot wait. It runs on a retainer agreed in writing and can be paused.

Next step

Talk to an adviser about strategy and advisory

Tell us what is on the table. An adviser will contact you within one business day to talk it through. Fees are quoted and agreed in writing before any work starts.