Most leaders we meet aren't short on ambition or ideas. The hardest part is landing on a clear and robust strategy that makes sense, and one the whole organisation can get behind and act on. When strategy is unclear, even the best teams can end up pulling in different directions.

Helping ambitious clients find clarity and direction is what inspires us. Our recent client embarked on a journey of discovery with us, made tough decisions, and has mobilised their business behind an ambitious new and highly focused strategic direction.

We've recently had the privilege of partnering with MAS, the proudly member and New Zealand owned insurance and investments mutual that has looked after the financial wellbeing of their members, families and communities for more than 100 years, helping to shape a clear, insight led strategy.

The MAS leadership team ideating their strategy
The MAS leadership team ideating their strategy.

We didn't start with answers; we started with evidence. Through our 3Ds process (Discover, Design, Deliver) we listened deeply to the business, studied the market, trends, competitors and global case studies, and dug into member and consumer insights to get to the heart of what matters most to MAS and its members.

MAS leadership team building and aligning around their strategic compass
MAS leadership team building and aligning around their strategic compass.

From there, we framed the core strategic problem and set an ambitious strategic intent, with three aspirational and focused priorities, each with goals, measures, initiatives and the capabilities to deliver. This was translated into actionable planning processes to equip the business to take the strategy forward. Through the journey, we had the pleasure of helping MAS to explore and define its member strategy, which was especially rewarding and meaningful.

MAS leadership exploring and iterating their strategic choices and priorities
MAS leadership exploring and iterating their strategic choices and priorities.

What we are most proud of is the effort and dedication shown by MAS's leadership team to navigate the difficult insights and choices, alongside the clarity and focus we've landed on: a robust strategy grounded in solid evidence, with a clear line of sight from a bold ambition right through to a clear set of actions that will deliver it. The result is a leadership team aligned and energised around a shared direction, real clarity on where to focus, and genuine momentum to carry it forward into delivery.

Trevor helped us align our leadership team and cut through the complexity to land a clear, insight led strategy that has genuinely energised and galvanised us. What stood out was the process, frameworks and discipline, resulting in a clear line of sight from critical insights to our bold new ambition through to the planning that will deliver it. Trevor leaves us in a very strong position: we know exactly where to focus, and importantly, where not to focus, with the momentum and confidence to take it forward and create a lasting, positive impact on our business and for our Members.

Jo McCauley, Chief Executive, MAS
MAS leadership immersing themselves in member research and performance insights
MAS leadership immersing themselves in member research and performance insights.

A huge thank you to Jo McCauley and the MAS team — Laura Gibson, Matt Harvey, Helen McDowall, Rachael Macdonald, Chris Sutherland, Hayden Saunders, and Matthew Ineson for your trust, candour and energy throughout. It's been a privilege to work alongside you and your teams, and to witness a culture so committed to doing right by your members.

In our experience, leaders tend to reach out at one of a few recognisable moments: when progress has stalled or a new direction is needed with critical evidence and authority behind it; when there's a strategic opportunity or proposition to shape and get moving before it's too late; or when the business is navigating significant change and needs clear direction. If any of this resonates with you, we'd love to talk.

Read the full MAS case study