Expertise
Strategic Planning
Facilitated strategy sessions that turn big ideas into a prioritized roadmap with resources and financial consequences attached.
Overview
Strategy is the most abused word in business, so we use it carefully. A ChurchillTerry planning engagement produces a small number of decisions the leadership group has genuinely agreed on, the resources those decisions require, and the financial consequence of getting them right or wrong.
Every strategy is evaluated in three contexts: market, finance and feasibility. An idea that survives all three becomes a plan. One that does not is better killed in a planning session than eighteen months into execution.
Strategy
What we do
- Business assessment
- An outside read on where the business actually makes money, where it leaks value and what is genuinely defensible.
- Facilitated planning
- Sessions that get the leadership group to real choices instead of a list of aspirations.
- Market context
- Sizing the opportunity, understanding the competitive position and testing the demand assumption.
- Financial context
- Modelling what each option requires in capital, people and time, and what it returns.
- Feasibility
- An honest assessment of whether this team, this balance sheet and this operation can execute it.
- Roadmap and accountability
- A prioritised roadmap with owners, milestones and the measures that will show progress or its absence.
Engagement
Typical engagement models
- Planning cycleAn annual or multi-year planning engagement from assessment through roadmap.
- Focused assessmentA shorter diagnostic on a specific question — a market, a line of business, a proposed investment.
- Retained advisoryOngoing involvement through execution, including board or leadership meeting participation.
(Engagement scope, hours, and pricing are defined in the Statement of Work.)
Our approach
Our approach — three focused phases
- Phase 1
Assess
Review performance, economics, market position and capability, and surface the questions that actually matter.
- Phase 2
Decide
Facilitate the choices, test each one against market, finance and feasibility, and agree what the company will not do.
- Phase 3
Execute
Translate decisions into a roadmap with owners and measures, and stay close enough to keep it honest.
Fit
Who this is for
- Leadership teams busy but unclear on which few things matter most.
- Companies at an inflection point — a new market, a large investment, a change in ownership.
- Owners who want an experienced outsider to test their thinking before they commit capital.
FAQ
Here’s the Facts
- Do you just facilitate, or do you have a view?
- We have a view and we say it. Facilitation without an informed opinion tends to produce consensus around the comfortable option.
- Do you help implement?
- Yes. We can advise and plan, and we can implement and execute. Many engagements continue through execution.
- How long does a planning engagement take?
- A focused assessment can run a few weeks. A full cycle with the leadership group usually spans a couple of months around their calendar.
Strategy
More Strategy services
- Pricing & Market AnalysisCustomer- and cost-informed pricing, margin analysis, and market sizing to find hidden profit and where to capture it.
- M&A / Exit / TransitionSell-side and buy-side readiness, valuation, and transaction execution support that protect seller value and reduce friction.
- Turnaround & RestructuringRapid diagnostics, cash triage, vendor negotiations, and restructuring aimed at preserving going-concern value.
Contact Us
Get the Support You Need
Tell us where your company is in its lifecycle and what’s keeping you up at night. One of us will run point and come back with a clear plan.
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068