Financial services · Strategic Alignment
“Documented vision & traction aligned a scattered leadership team.”
— CEO, Financial services firm, 40–60 staff
Who this client is
Do you see yourself here?
This client’s identity is confidential, their reality isn’t. Size, stage, sector and daily pressure are reported faithfully. If you recognise your own day-to-day in this portrait, you’re probably in the right place.
Type
Financial services firm
Size
40–60 staff
Stage
Scaling, mandate conflicts across the exec team
Revenue
$8M–$15M annual revenue
The symptoms
What wasn’t working.
- 01
The leadership team used three different definitions of “top priority”
- 02
Quarterly planning drifted after week 4 every single cycle
- 03
Reports surfaced in four formats depending on who asked
- 04
The CEO was the only person holding the whole picture
Our approach
One page per level of decision
We stripped the strategic story down to one page per level and installed the weekly rhythm that keeps those pages honest.
- One-page 3-year vision co-written in two half-day sessions
- Quarterly priorities tied to named executive owners
- A single executive dashboard replacing four spreadsheets
- A 45-minute weekly operating meeting with strict agenda
The outcome
From scattered to aligned
Priority alignment
BEFORE
Three definitions
AFTER
One shared page
Quarterly follow-through
BEFORE
Drifted by week 4
AFTER
Held through week 12
Executive dashboards
BEFORE
Four spreadsheets
AFTER
One source of truth
Other Radar cases
A case like yours?
Every mandate starts with a straight conversation. No sales theatre.
Start a conversation