Create a connected finance strategy in one day

Step 1: Capability assessment survey

The primary stage of the programme will enable you to develop a comprehensive and holistic overview of your existing strategy and subsequent goals and objectives. 

Using a capability assessment survey, key stakeholders at your business will be asked to assess the capabilities within your finance function. Capability gaps will be highlighted and will underpin your strategic analysis.

Step 2: Client strategic analysis

A client strategic analysis conducted by VantagePoint’s consultants will then identify the market’s key trends and form part of the business strategy documentation. 

At this stage, the voice of the stakeholders is key, so extracts and interviews will be taken to build the finance perspective. The VantagePoint team will then review your inputs and provide a recommendation for the activities in the next stage.

Step 3: CFO Labs workshop

The workshop is a series of five activities that will enable you to identify, prioritise, develop and reflect on the lab outputs distinct to your organisation. 

The activities include: 

1. Creating a finance vision using our four pillar finance model to assess your strengths, weaknesses and ambitions.
2. Reviewing your capability gap assessment and prioritising the key capability gaps to address. 
3. Identifying key transformation initiatives and key activities to close the identified capability gaps. 
4. Developing a transformation roadmap and identifying the interdependencies.
5. Capturing your risks and enablers and then articulating how the finance function will be seen post transformation.