Engagement with the Strategy Doctor will enable your leadership team to formulate a strategic plan that will enhance competitiveness and profitability as indicated by the case studies below.
We engaged Dr James Robertson to facilitate a critical strategic planning session for Cape Reed International, and we couldn’t be more satisfied with his guidance and expertise. Dr Robertson brought an exceptional level of insight and professionalism, creating an environment that encouraged open discussion while keeping us focused on our objectives.
His ability to connect with our team and quickly understand the unique aspects of our business and industry helped ensure that every voice was heard and every idea considered. Dr Robertson introduced new perspectives that challenged us to think beyond the status quo, which was instrumental in refining our strategic vision and setting clear, actionable goals.
We are now positioned to move forward with a renewed sense of direction and confidence, thanks in large part to Dr Robertson’s efforts. I wholeheartedly recommend his services to any organization looking to deepen its strategic focus and achieve meaningful, lasting progress.
I publish regular emails in which I discuss various matters relating to the strategic management of organizations including developing strategic plans and how to get maximum strategic value from corporate ERP, AI, CRM and other systems in order to enable clients to thrive and increase profitability I also assist with procurement of such systems as well as optimizing those systems.
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“Dr Robertson has taken on board my methods and principles and applied them to a degree comparable to the best of the people who have engaged with me over the years.
“He has extended my strategic thinking into the field of business information systems in a highly innovative and advanced way and has incorporated this into his publications with regard to Strategic Essence.
“He has also extended my strategic analysis methods into an advanced strategic planning methodology which encapsulates the best of my thinking.
“I have no hesitation as recommending Dr Robertson as a person having extraordinary knowledge and experience.”
Your process has been quite amazing. And as everybody has said, your approach and your tools have actually assisted us to arrive at this point in time so quickly.
I think your process made that easy, it made it comfortable for us as well [as] to express our individual perspectives.”
Problem: IT Department was not aligned with the business, business was looking at outsourcing the IT Department
Action: Strategic SnapShots© with the management of each operational division to determine strategic expectations for IT followed by developing a Strategic Action Plan
Resolution: IT remained in-house and progressively aligned with the business
“As a result of the I.T. Strategy, the Armscor I.T. Department has significantly refocused on business service and business effectiveness and significant improvements have been experienced. The paper outlines some of the steps that have been taken and some of the benefits that are already being experienced. It is concluded that the implementation of a market focused I.T. Strategy at Armscor has given rise to a situation where outsourcing is unlikely to be found necessary and where insourcing has been found viable.”
“The plan that we have put together is realistic and manageable. When we presented to Exco, they were very impressed.”
“I would like to thank you for the two-day workshop that we had with you . It allowed us to create the R&D strategic plan for the next 3 years. The method and the simplicity that you used got the best out of us as a team. We managed to prioritize what is important for us as an organization.
The plan that we have put together is realistic and manageable. When we presented to Exco, they were very impressed and supportive that the plan can is achievable and [will] make a difference to the organization.”
“As an organizational change consultant, I had an extraordinary experience with James leading us through a multi-day conference where 28 people from many different backgrounds met to determine the future path for our organization. James was highly skilled as a professional guiding the group conversation, many times at which we encountered significant difficulty and resistance among the group. His patient and skilled manner guided the group over three days to a consensus way forward for the organization. ed to Exco, they were very impressed and supportive that the plan can is achievable and [will] make a difference to the organization.”
“I know James has many more skills than we experienced those days, primarily in the field of IT and how organizations often fail to fully install, embed, and realize the full impact of huge investments that companies make in ERP systems. I believe he is an asset, not only because of his knowledge and expertise, but also his character and the manner in which he conducts his work. “
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“I found this exceptionally valuable.”
“I’m really excited about this; I really think it was very valuable to us.”
“What was even more interesting was how your tool was able to collect different views and put them together and interpret into a singular view.”
“Deceptively simple – incisive and powerful.”
“Completed in a true partnership between consultant, algorithm and your business that will enable you to continue forging ahead in the new normal. Give it a try. It wont break the bank and, certainly in my case, I know will direct more pounds to my account and ease my current work-life balance frustrations.”
When Clare saw her workshop results, this is what she had to say: “Wow! That is Amazing, Amazing”
“James gave us a great masterclass on strategic planning. He found Critical gaps in our organization that we hadn’t noticed before. His observations was detailed, and we’re sure it will help us grow a lot faster. If you need to find critical Gaps, and implement strategic planning James is the best!”
“James experience and focus on Strategic Planning is exceptional. Before enlisting James to review our business concept and plan, the concept at large was clear but there was not enough specificity in our approach to make it robust and overcome our doubt about actionability …
“James’ system and his method of facilitating group dialog to ferret out and create alignment among the team was very welcomed, relieving tension from the start. This released team energy and dialog to work with James to actually change the direction of the Strategic Plan and resulting business. We are strong and on our way. The turning point was James’ approach to quantify issues and numerically demonstrate the validity of the new direction. Now we enlist James’ approach for every Planning session and for any areas where Management agreement to action is required.”
Testimonial — Mike de Klerk, Chief Operating Officer of the HSRC regarding various IT services including IT Department Strategic Plan and Corporate Strategic Plan implementation
Problem: Annual Plan Presentation to Executive Committee shortly due and no plan.
Action: Two and a half days of workshops produced a comprehensive strategic action plan together with an outline of the presentation to the EXCO.
Resolution: Exco congratulated Department Head and budget approved — see Endorsement Video below.
Problem: Business was flatlining, looking to return to strong growth, not sure how to get there.
Action: Three day workshop preceded by executive one on one interviews produced detailed action plan that all management members had participated in and owned.
Resolution: Plan fully accepted by the management team and commenced implementation — see Testimonial above.
I publish regular emails in which I discuss various matters relating to the strategic management of organizations including developing strategic plans and how to get maximum strategic value from corporate ERP, AI, CRM and other systems in order to enable clients to thrive and increase profitability I also assist with procurement of such systems as well as optimizing those systems.
If you would like to be added to the mailing list, please let me have the email address you want me to use in the form below:
A collaborative planning method that pools the knowledge, experience and wisdom of your team to produce a plan you all own and can execute.
Our method ensures that everyone is heard. Differences are made visible in a non-threatening, collaborative manner, that creates a basis for team alignment.
We facilitate YOUR TEAM to develop a plan that is practical, measurable and actionable, and so is simple to execute.
A Critical Thinking method that focuses your team on the 20% that will deliver the 80%.
We have a planning method that is robust, reliable, fast, and effective that will enable your team to quickly and easily develop a high quality plan.
If you would like a no charge, no obligation Zoom call to discuss y our concerns and requirements please provide your details below:
Where we are going and where we want to go
Group R&D Director, FMCG multi-national
“The plan that we have put together is realistic and manageable. When we have presented to Exco, they were very impressed.”
“I would like to thank you for the two-day workshop that we had with you . It allowed us to create the R&D strategic plan for the next 3 years. The method and the simplicity that you used got the best out of us as a team. We managed to prioritize what is important for us as an organization.
The plan that we have put together is realistic and manageable. When we have presented to Exco, they were very impressed and supportive that the plan can is achievable and [will] make a difference to the organization.”
Differences of opinion resolved
CEO of Occupational Health and Safety Consultancy
“I came away from it [the workshop] with a much clearer vision, new feasible, and achievable objectives and in particular what was on the hearts of my staff in these most difficult of times.”
“I would like to express my sincere appreciation and that of all our staff in thanking you and Paul for an informative, well-structured, well-illustrated two way communicated workshop. Not knowing what to expect I was suitably impressed by the clarity of thought and sound logic, which when presented, resonated with myself. We found the workshop to be of great strategic value and one which was thought provoking and given us much food for thought. It is always good to have a neutral outsider’s perspective as I came away from it with a much clearer vision, new feasible, and achievable objectives and in particular what was on the hearts of my staff in these most difficult of times. Your presentation and guidance was both professional and enlightening.”
Get where you want to go – a plan owned by your entire team
President, National Bar Association (Las Vegas Chapter)
“James and Paul take you through a logical methodology for making sound business decisions and leave no stone unturned in this pursuit.”
“The Strategic Snapshot Workshop is very thorough. James and Paul take you through a logical methodology for making sound business decisions and leave no stone unturned in this pursuit. When you go through the Strategic Snapshot process you will feel more confident in your decisions and you will have the plan and the steps to follow through with your decisions/intended goals. The plan is flexible with built-in tracking capabilities to track where you are versus where you want to be. I found this most valuable and insightful. After the session, James and Paul offer ongoing support for you and your team so that you can constantly check the temperature of meeting your intended goals.”
I publish regular emails in which I discuss various matters relating to the strategic management of organizations including developing strategic plans and how to get maximum strategic value from corporate ERP, AI, CRM and other systems in order to enable clients to thrive and increase profitability I also assist with procurement of such systems as well as optimizing those systems.
If you would like to be added to the mailing list, please let me have the email address you want me to use in the form below:
Over the years I have worked with clients in a very great diversity of industries including Investment, Consulting, Risk Management, Manufacturing, Distribution, Logistics, Financial Services, Mining, Construction, Correctional Services, Government, etc.
This gives me a very broad base of experience with which to facilitate processes for new clients and assist them to formulate effective high value solutions that in many cases can be quickly and easily implemented.
My diverse experience also enables me to facilitate comprehensive solutions to complex business problems.
If you would like a no charge, no obligation Zoom call to discuss y our concerns and requirements please provide your details below: