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White papers

Please feel free to use these white papers as you wish, subject to the Creative Commons Attribution 2.5 License

Planning for commitment


Do your business stakeholders really understand your project plan, and what it means for them?

Does your project team believe the plan, and are they committed to making it happen?

This paper describes how to ensure that your project plan is realistic, understood, committed to, and resilient enough to fully withstand the rigours of delivery.



Picture: Roy Avis

Designing agile IT-based solutions


How effectively do IT and the business work together on your projects?

• Do you find large, dry documentation being “thrown over the wall” and a  lack of understanding by IT of the real business needs?

This paper describes the Agile Design technique, which brings alive designs for all parties - the "glue" between the project and the business.



Galina Barskaya, Dreamstime

Project healthcheck


How do you know if your project is on track? 

Will it deliver tangible and sustainable benefits?

This paper outlines some early warning signals of when things are starting to go wrong, and what you can do about it.





Gautier Willaume, Digitalphotonut, Dreamstime

Operating blueprint


Do you want a practical articulation of what your operations will look and feel like in one to three years time?

Are your sales, marketing, operations, service and support functions all heading in the same direction under clear and consistent leadership?

This paper sets out a practical, measurement-based approach that can help you convert a strategic vision into a practical plan to deliver your operating blueprint.



Youssouf Cader, Dreamstime

Delivering major change


Are you making best use of the resourcing options available for delivering major change successfully?

Are you taking full account of the trade-offs between resourcing inhouse versus the various external options?

This paper sets out some of the resourcing options available for delivering major change, and how to get the most from them.



Wealth management


Are you considering creating or extending an integrated financial offering to the mass affluent sector?

Do you want to maximise both annual profit per client and client retention?

This paper reviews the challenges of creating an integrated and profitable wealth management offering in the mass affluent sector.