← Engagements
06

Value Creation Plan Reset

"We have a value creation plan. It has become a list of initiatives nobody can roll up, and the board asks a different question every quarter."

Fixed pricePortfolio ops or portco CEO

Context

Who it is for
A portfolio operations lead or portfolio company CEO whose value creation plan no longer rolls up to anything the board can track.
Why it matters
Plans collect initiatives over time. Some are live, some are paused without being marked, and some no longer match the strategy.

Approach

First

Take stock

Which initiatives and workstreams are live, which are paused, and which no longer fit the strategy.

Then

Rewrite as outcomes

Each initiative becomes a business outcome with an owner, rolled up from workstream level to a C-suite dashboard with honest RAG ratings.

Finally

Reconcile and hand over

I line the plan up with the budget and medium-term plan, set the governance, and hand it to someone internal who owns it from then on.

Deliverables

Not included: delivering the plan. That stays with your team.

  • The restructured plan
  • A C-suite dashboard
  • A governance model
  • Handover to an internal owner

Terms

Fixed price, agreed after a short call. How I work →

Always open to a conversation.

martin@scalepointpartners.com
Or message me on LinkedIn.