Workshops from £750

New clients typically start by booking an initial low cost workshop to help them map out and explore the problems and challenges they face before they jump into hiring a fractional business advisor.

This approach is two-fold:

  1. It allows you to try-before-you-buy, get actionable insights in to your business straight away and can act as a discovery tool to identify what really needs doing in the business

  2. It allows us to showcase our expertise across a broad range of subjects, and demonstrate how we would work with long-term, without any pressure.

Whilst each workshop is bespoke in composition, we use tried and tested methods and frameworks to get the best out of you in the shortest amount of time possible, so we maximise the output you get and ensure a return on the money you invest in the session.

Example Workshop Types

Financial Review

To review and evaluate the strategic financial plans of the business and finance function.

Example Outputs:

  • Determining most efficient structure and requirements of the finance function

  • Tracing data through unconnected systems to ensure completeness of financial information

  • Identifying sources of financial and non-financial data essential to build an operating KPI dashboard

  • Evaluating financial risk and opportunity in the statutory accounts

Strategy & Planning

To analyse, map, and evaluate the business strategy and/or operational plans.

Example Outputs:

  • Forensic analysis of the value proposition and (changing) ideal customer profiles

  • Review of Business Operating Model and connection to financial performance

  • Translating SWOT and market analysis to actionable prioritised business plans

  • Identifying barriers to growth, or ideal organisation design (people and recruitment)

Business Challenge

To brainstorm and challenge around a specific business challenge or project

Example Outputs:

  • Prioritised project plans including stakeholder mapping and communication strategy

  • Transformation planning and business case establishment/assessment

  • Defined criteria for a mergers & acquisitions strategy

  • Risk and opportunity identification and action plan for management teams

FAQs

How does it work?

  1. We have a preliminary call to discus the challenges in your business and advise on best approach for a bespoke workshop.

  2. Once agreed, we’ll send you an information request list and/or access to your finance systems so we can get to know your business ahead of the workshop through our desktop research phase - this is also when we design the workshop agenda.

  3. We’ll schedule a time to get together and do the face-to-face session.

  4. After the workshop we’ll write up all the findings and provide a written report alongside the workshop outputs.

What’s included?

  • Pre-call to gather requirements and assess suitability (free of charge)

  • Desktop research of finance systems, processes, reports, and relevant plans/business collateral such as forecasts, business plans or

  • Design of bespoke workshop session

  • Face-to-face workshop (2, 4 or 8 hours)

    • 2 hours targeted £750

    • 4 hours half-day £1,250

    • 8 hours full-day £2,250

  • Written report of workshop outputs and any findings

What’s excluded?

Prices don’t include travel and expenses to attend workshop which are done at lowest cost and agreed in advance.

We don’t host the workshop and will attend your office or a mutually agreeable venue such as a third-party meeting room hired. Our clients often find it more beneficial to be off-site to foster creativity and minimise distraction.

We can help you source inexpensive or free-of-charge meetings rooms if required.

What does it cost?

2 hours targeted £750

4 hours half-day £1,250

8 hours full-day £2,250

Get started today:

Locations

We travel wherever our clients need us. Although UK-based we work internationally and in a modern world much can be achieved virtually without the need to travel.

Birmingham

Brighton & Hove

Bristol

Cambridge

Cardiff

Edinburgh

Glasgow

Leamington Spa

Leeds

Leicester

Liverpool

London

Manchester

Newcastle

Nottingham

Oxford

Sheffield

Swansea

Birmingham Brighton & Hove Bristol Cambridge Cardiff Edinburgh Glasgow Leamington Spa Leeds Leicester Liverpool London Manchester Newcastle Nottingham Oxford Sheffield Swansea

Australia

Canada

Denmark

Finland

France

Germany

India

Ireland

Italy

New Zealand

Norway

Portugal

Singapore

South Africa

Spain

Sweden

US

Australia Canada Denmark Finland France Germany India Ireland Italy New Zealand Norway Portugal Singapore South Africa Spain Sweden US