Strategic plan preparation

A useful way of knowing more about a foreign subsidiary is to prepare a strategic plan. However, the plan is only as good as the input data. Many medium sized Companies have never attempted a strategic plan.

Many Financial Directors in such Companies have great difficulty in working with projected figures. Managing Directors of such Companies are often sales orientated with little understanding of the medium term implications of sales price movements, cost variations and product mix variations. Their idea of a strategic plan is to take last year's figures, add 5% and assume the same gross margin. In other Companies internal conflicts between Directors may make the preparation of a strategic plan a virtual impossibility.

In these circumstances the Holding Company has three choices :

  • Let the Subsidiary get on with it and hope for the best.
  • Name some-one from the head office to travel regularly to the Subsidiary to oversee
    the Plan preparation.
  • Appoint an Interim Director to lead the Plan production, assist local management and
    liaise as required with Head Office.

The Interim Director will carry out an in-depth analysis of :

  • Subsidiary operations, policies, pricing and segment profitability (where feasible)
  • The Subsidiary's strengths and weaknesses : Commercial
  • The Subsidiary's competitive position in its market
  • Recent and Expected changes in the marketplace
  • The Subsidiary's strengths and weaknesses : Production
  • The Subsidiary's strengths and weaknesses : R & D
  • The Subsidiary's strengths and weaknesses : Admin and Computer

...and will submit the report to the Holding Company.

With the help of the local management team the Interim Director will also prepare a Three Year Plan, with detailed figures, Profit and Loss Accounts (if possible by product or market segment), Capital Expenditure requirements and projected Balance Sheets.

The report and the Three Year Plan plus the feedback obtained during their preparation, give the Holding Company a clear view of where their Subsidiary is and where it should be going. Naturally the Interim Director has no decisional power and will be extremely discreet as to his opinions. He/she must nonetheless be a strong motivator and persuader.

My first main assignment as an independent, in 1997, was to draw up and implement a Strategic Plan.

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Main interim assignments

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Interim Manager (Managing Director or Financial Director) since April 1997, based Madrid working both in France and Spain.

British national speaking perfect French and excellent Spanish.

Hands-on, pragmatic, natural leader.

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