Consultancy Briefing Checklist | The Labovitch Consultancy

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FREE briefing Checklist

Free briefing checklist

Thank you for completing our Briefing Checklist, we have emailed you a PDF copy of your results.

Please click here to see how we deliver transformation with the practical and proven 8 Pillars of Change.

The questions you need answered to streamline your change preparation and help us get up to speed faster.

The Briefing Checklist also guides your thinking through upcoming Brexit groundwork. There is the option of perusing a PDF of the Checklist and / or completing it online. This will enable you to save and send back to us. Use the online form below or click here to download the FREE Briefing Checklist.

01 DRIVERS FOR CHANGE - BUSINESS

What are the drivers for change?

Please answer yes or no

Yes

No

01 Business strategy unclear or needs revision especially in light of Brexit

Yes
No

02 Business proposition / model requires updating

Yes
No

03 Change in marketplace & need to focus on new export markets (products, entrants, pricing etc.)

Yes
No

04 Focus on customer should be improved e.g to increase exports

Yes
No

05 Considering merger, acquisition, Mgt. Buy Out / Buy In

Yes
No

06 Sales volume and margins under pressure

Yes
No

07 Sales process unclear or disjointed across organisation

Yes
No

08 Health / Safety procedures and measures not satisfactory

Yes
No

09 Regulatory pressures – could be better managed

Yes
No

10 Risks not mitigated effectively

Yes
No

11 Financials causing concern e.g. ROI, EBITDA, Share price, assets, debt etc.

Yes
No

12 Portfolio, programme and project management below optimal

Yes
No

13 Research and new product development unproductive

Yes
No

14 Need for ‘systems thinking’ across whole business

Yes
No

Other – please state

02 DRIVERS FOR CHANGE – OPERATIONS

What are the drivers for change?

Please answer yes or no

Yes

No

01 Supply chain disjointed / costly

Yes
No

02 Manufacturing operations inefficient / ineffective

Yes
No

03 Business operations to be consolidated or expanded e.g need for EU based operations or production

Yes
No

04 Business process flow unproductive/ineffective

Yes
No

05 Outsourcing solution or improvement sought

Yes
No

06 Capability of estate unrealised

Yes
No

Other – please state

Please add any notes you feel may be helpful

03 DRIVERS FOR CHANGE – INFORMATION SYSTEMS

What are the drivers for change?

Please answer yes or no

Yes

No

01 Enterprise architecture needs revision or redesign

Yes
No

02 Enterprise systems out of date, or need consolidating

Yes
No

03 Business Management System (BMS) undeveloped

Yes
No

04 New systems being rolled out across company require better integration and adoption

Yes
No

05 New technologies require integration and uptake

Yes
No

06 Move to cloud or other outsourcing requirements

Yes
No

07 Systems maintenance could be improved

Yes
No

Other – please state

Please add any notes you feel may be helpful

04 DRIVERS FOR CHANGE – ORGANISATION

What are the drivers for change?

Please answer yes or no

Yes

No

01 Organisation model across company doesn’t effectively support the business or requires redesign especially in light of Brexit

Yes
No

02 Governance fails to maximise company potential

Yes
No

03 Competence and training needs not met

Yes
No

04 Staff planning unable to support company growth (due to Brexit or not)

Yes
No

05 Upsizing / Downsizing phase requires assistance

Yes
No

06 Need to integrate merged organisations / businesses

Yes
No

07 Reward and recognition not in line with retention and motivation

Yes
No

INFORMATION and Please

08 Company policies not abreast of business needs

Yes
No

09 Managing change low priority

Yes
No

Other – please state

Please add any notes you feel may be helpful

05 DRIVERS FOR CHANGE – PEOPLE

What are the drivers for change?

Please answer yes or no

Yes

No

01 Leadership shortfalls

Yes
No

02 Staff disengaged and / or not motivated

Yes
No

03 Dysfunctional behaviours across organisation

Yes
No

04 Team work not fostered

Yes
No

05 Need to develop ‘learning organisation’

Yes
No

06 Company identity, USP, purpose and brand not up to date

Yes
No

07 Joint and collaborative working not established internally or with suppliers

Yes
No

08 Communications not effective

Yes
No

09 Undeveloped culture and / or cultural clashes

Yes
No

10 Creativity not fostered

Yes
No

Other – please state

Please add any notes you feel may be helpful

06 DRIVERS FOR CHANGE - YOUR MAIN ISSUES

What are the drivers for change?

Please summarise the main issues driving change

07 HOW BEST CAN WE HELP?

What are priorities?

Please summarise your main priorities

08 YOUR DETAILS

Please enter you details

Full Name

Email Address

Deliver a step change in performance across your whole business and organisation.

Achieve integration of merged and acquired companies to create synergy and identity.

Gain clear direction, identity and motivated workforce embracing change.

Align Organisation Development & Brand Engagement for business in a continually changing workplace.

get in touch

At The Labovitch Consultancy we are pleased to discuss any potential project with you even at the earliest stage.
We will do so freely without cost or obligation but of course in the strictest confidence.

First Floor Unicorn House 221-222 Shoreditch High Street London E1 6JP United Kingdom Tel: +44 (0)1227 471640 Mob: +44 (0)7887 758116

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