BT Strategy chkout – McFarland Consulting & Advisory

Here's a Sneek-Peek Inside What You'll Discover in The 90 Minute Business Transformation Strategy session

Purpose:
To analyse, prioritise, and design the client’s transformation roadmap based on discovery insights — bridging the gap between vision and execution.

1. . Welcome, Alignment & Session Purpose

- Objective: Set tone, reaffirm goals, and establish collaborative intent.
- Talking Points:
  - Quick recap of the initial discovery session outcomes.
  - Clarify session focus: defining the “how” of transformation.
  - Set expectations for participation, transparency, and actionable results.
- Value Message: “Transformation begins when clarity meets commitment.”

3. Future Vision & Desired Outcomes

Objective: Define what success looks like post-transformation.

- Talking Points:
  - Explore leadership aspirations and long-term business vision.
  - Identify target outcomes across revenue, operations, culture, and customer experience.
  - Discuss what “future-ready” means in the context of their industry.
- Value Message: “A clear vision turns transformation from motion into momentum.”

5. Risk, Readiness & Resilience Assessment

Objective: Evaluate organisational capacity to absorb and sustain change.
Talking Points:
- Identify potential risks (financial, technical, cultural).
- Assess change readiness across leadership and staff.
- Introduce risk-mitigation frameworks and continuous improvement loops.
Value Message: “Preparedness is the invisible power behind every successful transformation.”

7. Strategic Recommendations & Next Steps

Objective: Summarise insights and present the pathway forward.

- Talking Points:
  - Review key opportunities and priorities identified.
  - Introduce next-phase engagement options (Blueprint + Roadmap Packages).
  - Outline post-session deliverables (summary report, roadmap draft, proposal).
- Value Message: “The next step isn’t just about growth—it’s about transformation that lasts.”

2. urrent State Analysis: Understanding the Now

- Objective: Identify key operational, cultural, and digital realities.
- Talking Points:
  - Review existing business model, performance metrics, and workflows.
  - Identify internal pain points, gaps, and friction areas.
  - Evaluate cultural alignment and leadership readiness.
- Value Message: “You can’t transform what you don’t fully understand.”

4. Strategic Transformation Pillars

Objective: Introduce the five foundational pillars guiding transformation.

- Pillars to Discuss:
  1. Leadership & Culture Alignment – driving accountability and empowerment.
  2. Process & Technology Integration – streamlining for agility and precision.
  3. Customer Experience Excellence – building loyalty through value innovation.
  4. Financial Sustainability & Efficiency – maximising ROI through transformation.
  5. Data-Driven Decision Making – using intelligence to steer strategic growth.
- Value Message: “When strategy, technology, and culture move together—transformation scales effortlessly.”

6. Designing the Roadmap: From Insight to Implementation

Objective: Co-create a transformation roadmap tailored to the client’s priorities.

- Talking Points:
  - Outline short-term (0-6 months), mid-term (6-18 months), and long-term (18-36 months) goals.
  - Define milestones, KPIs, and accountability structures.
  - Integrate support options from McFarland Consulting & Advisory.
- Value Message: “Transformation becomes real when vision translates into actionable steps.”

8. Q&A, Commitments & Wrap-Up

Objective: Reinforce value and secure client engagement.

- Talking Points:
  - Address client queries and clarify strategic direction.
  - Confirm next session or proposal review date.
  - Close with an empowering message of partnership and possibility.
- Value Message: “Together, we’ll turn today’s challenges into tomorrow’s achievements.”

Schedule Your 90 minute Business Transformation Strategy Session

The Strategic Pathway on How To Orcestrate a Business transformation Initiative

Our Business Transformation Strategy Call Agenda (90 Minutes)

This session is a continuation from the discovery phase and is designed to place you, the client, at the centre of the conversation as we dive deeper.

The purpose of the Business Transformation Strategy Call is to uncover growth opportunities, identify performance gaps, and design a tailored roadmap that aligns strategy, people, and technology to future-proof your business success.

🕒 90-Minute Business Transformation Deep-Dive Agenda

Theme: “Transform to Thrive: Turning Insight into Action”
Duration: 90 Minutes
Objective: To analyse, prioritise, and design the client’s transformation roadmap based on discovery insights — bridging the gap between vision and execution.

1. Welcome, Alignment & Session Purpose

Objective: Set tone, reaffirm goals, and establish collaborative intent.
Talking Points:
- Quick recap of the initial discovery session outcomes.
- Clarify session focus: defining the “how” of transformation.
- Set expectations for participation, transparency, and actionable results.
Value Message: “Transformation begins when clarity meets commitment.”

2. Current State Analysis: Understanding the Now

Objective: Identify key operational, cultural, and digital realities.
Talking Points:
- Review existing business model, performance metrics, and workflows.
- Identify internal pain points, gaps, and friction areas.
- Evaluate cultural alignment and leadership readiness.
Value Message: “You can’t transform what you don’t fully understand.”

3. Future Vision & Desired Outcomes

Objective: Define what success looks like post-transformation.
Talking Points:
- Explore leadership aspirations and long-term business vision.
- Identify target outcomes across revenue, operations, culture, and customer experience.
- Discuss what “future-ready” means in the context of their industry.
Value Message: “A clear vision turns transformation from motion into momentum.”

4. Strategic Transformation Pillars

Objective: Introduce the five foundational pillars guiding transformation.
Pillars to Discuss:
1. Leadership & Culture Alignment – driving accountability and empowerment.
2. Process & Technology Integration – streamlining for agility and precision.
3. Customer Experience Excellence – building loyalty through value innovation.
4. Financial Sustainability & Efficiency – maximising ROI through transformation.
5. Data-Driven Decision Making – using intelligence to steer strategic growth.
Value Message: “When strategy, technology, and culture move together—transformation scales effortlessly.”

5. Risk, Readiness & Resilience Assessment

Objective: Evaluate organisational capacity to absorb and sustain change.
Talking Points:
- Identify potential risks (financial, technical, cultural).
- Assess change readiness across leadership and staff.
- Introduce risk-mitigation frameworks and continuous improvement loops.
Value Message: “Preparedness is the invisible power behind every successful transformation.”

6. Designing the Roadmap: From Insight to Implementation

Objective: Co-create a transformation roadmap tailored to the client’s priorities.
Talking Points:
- Outline short-term (0-6 months), mid-term (6-18 months), and long-term (18-36 months) goals.
- Define milestones, KPIs, and accountability structures.
- Integrate support options from McFarland Consulting & Advisory.
Value Message: “Transformation becomes real when vision translates into actionable steps.”

7. Strategic Recommendations & Next Steps

Objective: Summarise insights and present the pathway forward.
Talking Points:
- Review key opportunities and priorities identified.
- Introduce next-phase engagement options (Blueprint + Roadmap Packages).
- Outline post-session deliverables (summary report, roadmap draft, proposal).
Value Message: “The next step isn’t just about growth—it’s about transformation that lasts.”

8. Q&A, Commitments & Wrap-Up

Objective: Reinforce value and secure client engagement.
Talking Points:
- Address client queries and clarify strategic direction.
- Confirm next session or proposal review date.
- Close with an empowering message of partnership and possibility.
Value Message: “Together, we’ll turn today’s challenges into tomorrow’s achievements.”

ORDER SUMMARY

Business Transformations SS
🕒 90-Minute Business Transformation Deep-Dive Agenda Theme: “Transform to Thrive: Turning Insight into Action” Duration: 90 Minutes Objective: To analyse, prioritise, and design the client’s transformation roadmap based on discovery insights — bridging the gap between vision and execution. 1. Welcome, Alignment & Session Purpose Objective: Set tone, reaffirm goals, and establish collaborative intent. Talking Points: Quick recap of the initial discovery session outcomes. Clarify session focus: defining the “how” of transformation. Set expectations for participation, transparency, and actionable results. Value Message: “Transformation begins when clarity meets commitment.” 2. Current State Analysis: Understanding the Now Objective: Identify key operational, cultural, and digital realities. Talking Points: Review existing business model, performance metrics, and workflows. Identify internal pain points, gaps, and friction areas. Evaluate cultural alignment and leadership readiness. Value Message: “You can’t transform what you don’t fully understand.” 3. Future Vision & Desired Outcomes Objective: Define what success looks like post-transformation. Talking Points: Explore leadership aspirations and long-term business vision. Identify target outcomes across revenue, operations, culture, and customer experience. Discuss what “future-ready” means in the context of their industry. Value Message: “A clear vision turns transformation from motion into momentum.” 4. Strategic Transformation Pillars Objective: Introduce the five foundational pillars guiding transformation. Pillars to Discuss: Leadership & Culture Alignment – driving accountability and empowerment. Process & Technology Integration – streamlining for agility and precision. Customer Experience Excellence – building loyalty through value innovation. Financial Sustainability & Efficiency – maximising ROI through transformation. Data-Driven Decision Making – using intelligence to steer strategic growth. Value Message: “When strategy, technology, and culture move together—transformation scales effortlessly.” 5. Risk, Readiness & Resilience Assessment Objective: Evaluate organisational capacity to absorb and sustain change. Talking Points: Identify potential risks (financial, technical, cultural). Assess change readiness across leadership and staff. Introduce risk-mitigation frameworks and continuous improvement loops. Value Message: “Preparedness is the invisible power behind every successful transformation.” 6. Designing the Roadmap: From Insight to Implementation Objective: Co-create a transformation roadmap tailored to the client’s priorities. Talking Points: Outline short-term (0-6 months), mid-term (6-18 months), and long-term (18-36 months) goals. Define milestones, KPIs, and accountability structures. Integrate support options from McFarland Consulting & Advisory. Value Message: “Transformation becomes real when vision translates into actionable steps.” 7. Strategic Recommendations & Next Steps Objective: Summarise insights and present the pathway forward. Talking Points: Review key opportunities and priorities identified. Introduce next-phase engagement options (Blueprint + Roadmap Packages). Outline post-session deliverables (summary report, roadmap draft, proposal). Value Message: “The next step isn’t just about growth—it’s about transformation that lasts.” 8. Q&A, Commitments & Wrap-Up Objective: Reinforce value and secure client engagement. Talking Points: Address client queries and clarify strategic direction. Confirm next session or proposal review date. Close with an empowering message of partnership and possibility. Value Message: “Together, we’ll turn today’s challenges into tomorrow’s achievements.”

$699.00

Shipping Fee

$0.00
Total
USD $699.00
Order Discount
USD -$699.00
Total
USD $699.00

Product Name: Business Transformations SS

Product Description: 🕒 90-Minute Business Transformation Deep-Dive Agenda Theme: “Transform to Thrive: Turning Insight into Action” Duration: 90 Minutes Objective: To analyse, prioritise, and design the client’s transformation roadmap based on discovery insights — bridging the gap between vision and execution. 1. Welcome, Alignment & Session Purpose Objective: Set tone, reaffirm goals, and establish collaborative intent. Talking Points: Quick recap of the initial discovery session outcomes. Clarify session focus: defining the “how” of transformation. Set expectations for participation, transparency, and actionable results. Value Message: “Transformation begins when clarity meets commitment.” 2. Current State Analysis: Understanding the Now Objective: Identify key operational, cultural, and digital realities. Talking Points: Review existing business model, performance metrics, and workflows. Identify internal pain points, gaps, and friction areas. Evaluate cultural alignment and leadership readiness. Value Message: “You can’t transform what you don’t fully understand.” 3. Future Vision & Desired Outcomes Objective: Define what success looks like post-transformation. Talking Points: Explore leadership aspirations and long-term business vision. Identify target outcomes across revenue, operations, culture, and customer experience. Discuss what “future-ready” means in the context of their industry. Value Message: “A clear vision turns transformation from motion into momentum.” 4. Strategic Transformation Pillars Objective: Introduce the five foundational pillars guiding transformation. Pillars to Discuss: Leadership & Culture Alignment – driving accountability and empowerment. Process & Technology Integration – streamlining for agility and precision. Customer Experience Excellence – building loyalty through value innovation. Financial Sustainability & Efficiency – maximising ROI through transformation. Data-Driven Decision Making – using intelligence to steer strategic growth. Value Message: “When strategy, technology, and culture move together—transformation scales effortlessly.” 5. Risk, Readiness & Resilience Assessment Objective: Evaluate organisational capacity to absorb and sustain change. Talking Points: Identify potential risks (financial, technical, cultural). Assess change readiness across leadership and staff. Introduce risk-mitigation frameworks and continuous improvement loops. Value Message: “Preparedness is the invisible power behind every successful transformation.” 6. Designing the Roadmap: From Insight to Implementation Objective: Co-create a transformation roadmap tailored to the client’s priorities. Talking Points: Outline short-term (0-6 months), mid-term (6-18 months), and long-term (18-36 months) goals. Define milestones, KPIs, and accountability structures. Integrate support options from McFarland Consulting & Advisory. Value Message: “Transformation becomes real when vision translates into actionable steps.” 7. Strategic Recommendations & Next Steps Objective: Summarise insights and present the pathway forward. Talking Points: Review key opportunities and priorities identified. Introduce next-phase engagement options (Blueprint + Roadmap Packages). Outline post-session deliverables (summary report, roadmap draft, proposal). Value Message: “The next step isn’t just about growth—it’s about transformation that lasts.” 8. Q&A, Commitments & Wrap-Up Objective: Reinforce value and secure client engagement. Talking Points: Address client queries and clarify strategic direction. Confirm next session or proposal review date. Close with an empowering message of partnership and possibility. Value Message: “Together, we’ll turn today’s challenges into tomorrow’s achievements.”

Product Price: $699

Qty:

TERMS AND CONDITIONS

McFarland Consulting & Advisory

Strategy Workshop Phone Calls – Terms & Conditions

These Terms & Conditions govern participation in Strategy workshop phone calls hosted by McFarland Consulting & Advisory (“the Company,” “we,” “our,” or “us”) via Zoom or equivalent platforms. By registering for and attending a Strategy workshop phone call, you (“Participant,” “you,” or “your”) agree to the following:

Purpose of the Workshop

Strategy workshop phone calls are intended to provide an initial, high-value consultation to understand your organisation’s needs, challenges, and objectives.
The workshop is exploratory in nature and does not constitute a binding agreement for services or guarantees of outcomes.

Confidentiality

All discussions during the workshop are confidential.
Participants must not record, reproduce, or distribute any part of the workshop without prior written consent from McFarland Consulting & Advisory.
We may take internal notes for the purpose of service scoping and quality improvement, which will be treated in accordance with our Privacy Policy.

Intellectual Property

Any materials, frameworks, slides, or resources shared during the workshop remain the sole intellectual property of McFarland Consulting & Advisory.
Participants are granted a limited, non-transferable right to use these materials for internal evaluation purposes only.
Copying, repurposing, or commercial use of materials without express permission is strictly prohibited.

Conduct and Professionalism

Participants are expected to engage respectfully and professionally during the call.
McFarland Consulting & Advisory reserves the right to end the workshop if behaviour is deemed disruptive, offensive, or contrary to a constructive environment.

Scheduling, Rescheduling & Cancellations

Strategy calls are scheduled in advance via our booking system.
Participants may reschedule with at least 24 hours’ notice.
No-shows or repeated cancellations may affect eligibility for future workshops.

Technology & Access

Participants are responsible for ensuring access to Zoom (or the designated platform), stable internet connection, and functioning audio/video equipment.
McFarland Consulting & Advisory is not liable for participant technical issues preventing full participation.

Limitation of Liability

Information provided during Strategy workshops is general in nature and should not be relied upon as financial, legal, or technical advice.
McFarland Consulting & Advisory accepts no liability for decisions made by participants based on the content of the workshop.

Data Protection & Privacy

Any personal or organisational information shared during the call will be handled in accordance with applicable privacy laws and our Privacy Policy.
By attending, you consent to McFarland Consulting & Advisory securely storing relevant information for service delivery and relationship management.

Governing Law

These Terms & Conditions are governed by the laws of Australia.
Any disputes shall be subject to the exclusive jurisdiction of the courts of New South Wales, unless otherwise required by law.

Acceptance of Terms

By registering for and attending a Strategy workshop phone call, you acknowledge that you have read, understood, and agreed to these Terms & Conditions.

I Accept the Terms and Conditions

You must accept the Terms and Conditions.