Design and management of strategic review process for professional association governing body including facilitation of regular strategy meetings for Council members and extensive member consultation exercise.
Design and facilitation of strategic review process for new Institute leading to Board approval of new strategy. Strategy implementation planning model for Board and organisational reporting on strategy.
Analysis of future trends in financial services sector as part of wider future scenario study. Research project on Big Data trends in financial services, including desk research and expert interviews.
Management of strategic review process for charity including facilitation of strategy meetings for Board of trustees and extensive staff consultation.
Preparation of strategy and three year business plan for specialist insurance business, including proposals for governance structure, operating and distribution model.
Established new group-wide strategic planning process across Europe which facilitated transformational strategy in UK market.
Responsibility for the development of strategic plans for UK financial services business units - retail, intermediary, asset management and servicing business - ensuring stability and growth during a challenging financial period for the sector. Leadership of internal communications team to meet organisation-wide culture change objectives.