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FINANCIAL SERVICES

A shared strategy in a single away-day.

One leadership workshop

02 Financial services

A shared strategy in a single away-day.

One leadership workshop

Dave Keynote Stage

Connect mission, vision, goals and measures in a plan the leadership team can work with.

The challenge

A leadership team needed a coherent strategic plan connecting purpose and direction with measurable priorities.

The work

A single away-day workshop brought together a motivational mission statement, a clear vision, specific goals, measurable objectives and KPIs.

The outcome

The resulting plan included core value propositions, stakeholder engagement plans, a balanced scorecard and a strategic map.

Discuss a similar challenge

Conscious Innovation Strategy

Explore the connections between strategy, psychology and the bridging agendas. Scroll across on a smaller screen.

Seven strategic elements connect with seven aspects of human nature through eight bridging positions, beginning and ending with results.
View Dave’s original diagram ↗