Case study

Turning a century of member trust into a bold, insight led strategy the whole organisation could rally behind.

Industry

General Insurance, Life Insurance, Investments

Services

Insights, Business Strategy,
Member Strategy, Transformation

The MAS leadership team in a strategy workshop

Situation

A proudly member owned mutual with more than a century of looking after medical and professional communities, MAS wanted clarity on its three year strategy to align and drive business focus.

Approach

We focused on building a multi-faceted evidence base, where we listened to and analysed the business, explored market opportunities, competitive landscape and global case studies, and got to the heart of how members feel and what they genuinely value.

We then framed the core strategic problem and an ambitious strategic objective, anchored by three focused strategic priorities and a refreshed member strategy, then turned it into planning processes the business could pick up and run with.

Outcome

A robust strategy grounded in solid evidence, with a clear line of sight from a bold ambition through to the actions that will deliver it.

  • Leadership aligned around a shared direction
  • Clear focus on where to play, and where not to play
  • An actionable transformation plan supporting delivery momentum
  • Strategy designed around members and what they value most

What I value most is that Trevor deeply cares about his clients and their organisations. His focus on building a strategy grounded in data and facts over hypotheses and preferences is invaluable in building a sustainable strategic direction. Trevor has become a trusted strategic advisor who I can rely on to take real ownership and deliver.

Chief Executive, MAS

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