Corporate and Financial Planning
Full management and tracking of business as usual and business improvement activity to financial targets
Business Portfolio Management
Align a Portfolio of Projects and Programs to Strategic Objectives and company Financial Targets
Business Turnaround and Transformation
Coordinate and track all activity required to achieve dramatic and sustainable improvement in performance
Merger and Acquisition Planning and Management
Manage and track Merger Integration activity to achieve agreed Financial Outcomes
Enter key planning and responsible stakeholders, and achieve sponsorship and approval
Earnings Impacts are defined as outcomes that map directly to Company Financials
Actions represent business activities critical to realising the Initiative's Impacts
All value creation activity is standardised as Initiatives
All Initiatives and Actions have a single owner
Baseline Financials and Initiatives are integrated into one Value Creation plan
Financial outcomes are measured and employee contribution records are created
Data is aggregated across the enterprise, enabling prioritisation and insights
Portfolio activity can be prioritised to fit organisational purpose and strategic priority
Financial plans are built bottom-up, improving decision making
Accountability for profit
creation is widely distributed, unlocking latent employee capability
Validated Employee
performance records enable improved rewards and recognition
Richard started Initiative Tree with Andrew to align the company and the employee in the pursuit of value creation. He is an entrepreneur and executive with extensive experience growing and improving businesses. Working with Executive teams and Tier 1 consultancies he has delivered hundreds of millions of dollars in profits to organisations. Richard has an MBA from the University of Melbourne.
An experienced Technology Director, Andrew left Accenture to found Initiative Tree with Richard. His career includes having been a developer at Microsoft, PMO Director at Ogilvy Digital (DT), and Delivery Director at Accenture Reactive. He is a leader in large scale delivery and portfolio management across greenfield software, systems integration and application outsourcing.
Rob is a Chartered Accountant, Member of the Australian Institute of Company Directors and holds a Bachelor of Commerce from the University of Melbourne. He is currently a Partner at the boutique advisory firm McGrathNicol, specialising in business restructuring, performance improvement and mergers and acquisitions. He is also a non-executive Director of the ASX listed Boart Longyear Limited.
Get in touch with us to discuss how we can
help you create a more aligned organization
and drive long term growth