Strategy Execution & Portfolio Leadership — Capmark Advisory

Strategy & Transformation

Strategy Execution & Portfolio Leadership

Connect strategic priorities to investment, governance and delivery.

Overview

What this means for your business.

Strategy execution requires a coherent portfolio of investments, clear decisions and an understanding of the organisation's capacity for change.

Capmark helps clients shape portfolios, prioritise funding and provide leadership across strategic programmes. We connect business cases with governance, dependencies, vendor commitments and delivery responsibilities.

We also support portfolio reviews and programme resets where priorities, assumptions or delivery conditions have changed.

What we do

The expertise we bring.

We take the senior delivery roles complex programmes need, including Programme Director, SRO deputy or board-facing delivery lead. We own the plan, governance, budget discipline, vendor control and delivery risk.

What to expect

A team shaped around the work.

A Principal leads from day one and is visible to your executive team or board from the first steering committee. The early weeks establish the real position: status against milestones, spend, delivery risk, vendor performance and the decisions that need to be made.

Through delivery, we chair the forums, manage the vendors, control the reporting rhythm and intervene when workstreams slip.

Engagements are typically structured as a retained monthly commitment, with scope reviewed at each stage gate.

Engagements may focus on portfolio decisions, sponsor support or leadership of a wider transformation.

01

Assess

Establish the current state, the constraints, the risks and the value at stake.

02

Define

Shape the target model and the business case with the executives who own the outcome.

03

Mobilise

Stand up the team, the plan and the governance around the outcome.

04

Implement

Design, build and test the change, with the business alongside.

05

Sustain

Cutover, hypercare and handover, so the business runs it under its own control.

The same five stages on every engagement, led by senior practitioners end to end. How we work

Portfolio governance

One operating rhythm, from the delivery team to the board.

ONE GOVERNANCE STRUCTUREStage gates across every programme ◆Board & ExCoQuarterlyDirection, investment & risk appetitePortfolio SteerCoMonthlyDecisions, funding, vendors & benefitsWorking groupsWeeklyProgress, risks & dependenciesDelivery teamsDailyStand-ups, showcases & deliveryProgramme AProgramme BProgramme CEscalated, decided, unblockedDecisions, priorities & funding flow downStatus, risks & decisions sought flow upOne governance structure across the portfolio, from delivery team to board

Impact

Results from relevant work.

~$300m

Programme budgets managed

Across financial-services transformation and regulatory programmes

£25m p.a.

Benefits case governed through delivery

Benefits owned and tracked at portfolio level through to realisation

50+

Systems and platform integrations delivered

Across the programmes governed to delivery

Get in touch

Discuss Strategy Execution & Portfolio Leadership.

Tell us what you are working through and the expertise you need.