The Financial Reporting Pack for the Board
What a board pack should contain: cover note, financial summary, full-year outlook, financing, strategic indicators, risks and the decision agenda.
OUR SERVICES
Management Consulting Strengthen strategy, performance and management systems together
We turn strategic goals into an executable business plan, measurable KPIs and management meetings that actually drive decisions.
The question behind this service
How can we improve the company’s strategy, performance and management systems? Management consulting addresses the management infrastructure of the business — from clarifying goals, to the KPIs that track them, to the way decisions are taken and followed up.
Our work covers four areas: strategy and business planning, corporate performance management, operational efficiency, and organisational transformation and management systems. Financial data underpins this work, but the focus is on executing strategy and building management discipline.
Who is it for?
- Companies professionalising their management Businesses moving from founder-led to team- and system-led management.
- Companies planning growth Businesses that need a strategic plan for new markets, products or capacity.
- Teams struggling to track goals Management teams with goals but no system to measure and follow them.
- Companies under efficiency pressure Businesses that want to improve operational efficiency and process performance as they grow.
- Typical sectors Manufacturing, trading, services, technology and multi-site businesses.
COMMON CHALLENGES
The management problems we see most often
Strategy is not written down
Goals live in executives’ heads; there is no shared, quantified plan.
Goals that are never measured
Goals exist, but nobody knows which metric tracks them or who owns them.
Meetings without decisions
Management meetings run long, and decisions are neither recorded nor followed up.
Hidden operational losses
Inefficiencies are not measured, so improvements cannot be prioritised.
Growth outpaces the structure
The organisation and decision-making model do not keep up with the size of the business.
FOUR AREAS OF WORK
What our management consulting covers
Strategy and business planning
Strategic goals, growth strategies, business model review, strategic business plan and implementation roadmap.
Corporate performance management
KPI architecture, target-versus-actual tracking, performance dashboards and management reporting system.
Operational efficiency
Operational performance analysis, efficiency opportunities, process performance measurement and improvement plans.
Transformation and management systems
Review of the management structure, decision-making mechanisms, meeting and follow-up systems, transformation roadmap.
Is this scope right for your business?
In a short initial call we listen to your current situation and expectations, and define the right scope for your business together.
What it brings to your business
Shared direction
Management and teams work to the same written goals and priorities.
Measurable performance
Goals are tracked with defined metrics on a regular basis.
Meetings that deliver
Decisions are recorded, assigned and followed up.
Scalable management
The management structure keeps pace with the size of the business.
What you receive
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Strategic business plan
A plan with goals, assumptions, financial projections and implementation steps.
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Corporate KPI matrix
A KPI set cascading from strategic goals to unit metrics, with definitions and owners.
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Performance dashboard
A management dashboard tracking targets against actuals.
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Operational improvement opportunities report
Measured efficiency gaps and prioritised improvement recommendations.
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Management system roadmap
Steps to strengthen decision-making, meeting and follow-up routines.
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Transformation action plan
An action list with owners, dates and success criteria.
How we work
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01
Current-state assessment
We interview management and review financial and operational data and existing reports.
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02
Priorities and goals
Strategic priorities and measurable goals are agreed with management.
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03
Design
The business plan, KPI matrix, reporting and meeting system and improvement opportunities are designed.
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04
Implementation roadmap
Actions are turned into a roadmap with owners, dates and success measures.
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05
Implementation follow-up
Progress is measured over the agreed period and reviewed regularly in management meetings.
Frequently asked questions
What does management consulting cover?
Four areas: strategy and business planning, corporate performance management, operational efficiency, and transformation and management systems. An engagement can focus on one or several of them.
How long does an engagement take?
The duration depends on the areas selected and the company’s needs; it is agreed in the initial conversation, and the scope and timeline are set out in writing in the proposal.
How is the strategic plan prepared?
Strategy belongs to your leadership. We run the process, prepare the analyses, compare options and make sure the plan is written down and measurable.
How are KPIs selected?
Starting from strategic goals, we choose a small number of metrics per goal; definition, data source, frequency and owner are documented for each KPI.
Do you support implementation?
Yes. Once the roadmap is set, we can review progress with management regularly for the period defined in the engagement.
Request a management consulting consultation.
Tell us briefly about your main management need — business plan, KPI system, efficiency, management structure — and we will agree the right area of work together.
- Complimentary initial consultation
- Needs assessment
- Tailored approach
- advisory@primenumeris.com
- +90 553 012 13 27
- Bursa, Türkiye
Meeting request
Briefly describe your situation and we will contact you to arrange a suitable time to talk.