JIM & Co.
Transformation Advisory

Your strategy,
.

An honest, senior read on your plan and the decisions in front of you, before you commit the year to it.

Three executives in conversation around a working table
“We’ve invested too much to call this plan wrong now.”

That’s the moment Transformation Advisory exists for. We pressure-test the plan you hold against what it promised, and give you a straight senior read while the decision can still change. Sometimes the plan holds, and you move forward with confidence. Sometimes it needs to change, and you leave knowing how. Either way, if you want help delivering it, that’s where Strategy Execution comes in.

The counsel draws on nearly 25 years in senior roles at TD Bank Group, Sun Life Financial and Embark Student Corp. Founder Daniele Laratta is Prosci-certified and has advised numerous senior leaders, including the President of a Canadian financial services firm, through growth, distribution, digital transformation and sales-model strategy.

Inside the engagement

What the work actually covers.

Engagements run a minimum of three months. You leave with a clear verdict on your plan and a case you can defend at your executive committee or board.

01

Plan assessment

An independent read on the plan you already hold, measured against what it promised. You find out whether it will deliver before you commit the year to it.

02

Executive counsel

A senior adviser to think the decision through before it goes to your executive committee or board, not after. You get a read from outside the politics of your own team while the decision can still change.

03

Operating model recommendation

A clear recommendation on who should decide what, and how the organization needs to run once the change lands. You leave knowing what to build and what it will take.

04

A standing senior read

Regular time with a senior adviser on the year’s biggest calls, so they get made instead of drifting into next quarter.

  • “His ability to challenge our thinking while remaining grounded in the realities of execution was particularly valuable.”
    President, Canadian financial services firm
Next step

Let’s talk.

A focused conversation on where your plan stands, and whether a pressure test is what it needs.

Book a call