Case study

not-for-profit
- Business case development for strategic change

 
 

Client Background

A market-leading organisation in the education sector recognised the need for strategic transformation due to significant shifts in the macro-economic environment, and financial forecasts, which identified the current outlook to be unsustainable. We were engaged to lead the development of a comprehensive strategic business case for change.

Approach

A multi-faceted approach was required to understand the true nature of the task and a full strategic review was undertaken. This included, a strategy review and refresh, a full product P&L analysis, competitor analysis, process reviews, technology assessments, customer/market reviews and user needs analysis.

Key Outcomes

  • Strategic Vision Statement: a clear and compelling strategic vision statement that articulated the organisation's future direction and aspirations.

  • Organisational Objectives and Key Results (OKRs): Objectives and Key Results (OKRs) which aligned to the vision and provided a framework for measuring success.

  • Optimised Product Portfolio: The product portfolio was consolidated, aligned to customer needs and optimised for commercial performance.

  • Detailed Change Assessment: A detailed change assessment to identify the scope, impact, and implementation requirements of the proposed transformation initiatives.

  • Fully Costed Business Case: A fully costed business case to support the future transformation, including Return on Investment (RoI) and a change roadmap.

Conclusion

A comprehensive strategic business case was developed and agreed with business leaders. The outcomes ensured the on-going viability of the organisation and provided a clear roadmap for transformation, grounded in data-driven insights and aligned with the organisation's strategic objectives. With a solid foundation in place, the organisation managed and mitigated the immediate strategic risks and was well placed to drive innovation and achieve sustainable growth in the evolving education sector landscape.