Frequently Asked Questions
Work
All potential clients must complete the new client application on our website (New Client page) . You or your advisor can complete the initial application. If approved, we will contact you to schedule a discovery call.
A strategy & solutions case is a problem-solving or decision-making scenario in which we act as a liaison to help an individual, team, or organization needs to develop a strategy & find solutions to address a particular challenge or opportunity.
A typical strategy & solutions case costs between $15,000.00 & $45,000.00 per month. This variance is driven by the length of the strategy & solutions case estimated completion time & the number of partners required to do the work.
No, we are not. We work directly with your advisors and we advise your advisors on strategy and solutions to assist with complex issues and needs.
Yes, we work with clients all over the world.
The strategy & solutions case for mentorship cost $10,000.00 per month. Additionally, we offer an all inclusive monthly management fee if the client chooses to retain our services for the life of the mentorship strategy & solution.
Process
1. Problem Identification: The first step is to clearly identify the problem or challenge. This could be a real-world issue or a hypothetical scenario provided as part of a case study.
2. Analysis: Once the problem is defined, an analysis is conducted to gather relevant data, facts, & context. This may involve researching the industry, market trends, competitors, & other relevant information.
3. Strategy Development: Based on the analysis, a strategy is developed. This strategy outlines the high-level approach or plan for addressing the problem or seizing the opportunity. It might involve setting goals, determining key initiatives, & outlining a roadmap.
4. Solution Generation: Within the strategy, specific solutions or tactics are proposed. These solutions should be actionable & aligned with the overall strategy. They may involve marketing campaigns, operational changes, financial adjustments, or other actions.
5. Implementation Plan: A well-thought-out plan for implementing the solutions is crucial. This plan should include timelines, responsible individuals or teams, resource allocation, & a monitoring & evaluation process.
6. Risk Assessment: It's important to consider potential risks & challenges associated with the strategy & solutions. A risk assessment helps in preparing for unforeseen obstacles & mitigating them.
7. Financial Projections: In many cases, a financial aspect is involved. This includes cost estimates for implementing the solutions & projections of potential returns on investment.
8. Recommendations: The case should conclude with clear & justified recommendations. These recommendations are the result of the strategy & solutions developed throughout the case.
9. Presentation: In many cases, the individual or team working on the case is required to present their findings, strategy, & recommendations to an audience. This could be a class, a panel of experts, or organizational leadership.
Overall, a strategy & solutions case is a structured way to work through complex problems or opportunities by applying analytical thinking, strategic planning, & solution development to reach actionable recommendations.
Recommended providers:
