From Some Past Projects:

1. Strategic Retreat Facilitator | Executive Coach & Trainer

0-24 months |Yenagoa, Bayelsa State | Medium Sized Conglomerate

Project Type: Strategic Retreat Facilitation, Performance Monitoring System Design and Documentation. Performance Monitoring for first month. Executive Coaching for top ten managers and Training for all staff.

Industry: Financial Services, Asset Management and Transportation. Business Unit: Corporate Strategy & Development

Problem Statement: This medium-sized conglomerate had hit a performance plateau averaging N250m in turnover annually. The business was faced with manpower constraints and the difficulty in attracting top talent at an affordable price, given their location. The business had an ambition to become a billion-naira company in terms of revenue.

Action: I facilitated their annual strategy retreat at inception of the assignment and at the 12 month and 24-month anniversaries, using the balanced scorecard and strategy map tools developed by Kaplan and Norton as well as the blue ocean strategy by W. Chan Kim and Renée Mauborgne. I assisted them clarify their vision and mission, assisted them distill goals for each year and developed a strategy to achieve those goals. 

Clement Ashley Consulting assisted them with documenting a strategic implementation plan to identify initiatives and actions steps ensure they were assigned to named persons in the organization and integrated in their goals program and appraisal documents including KPI’s and KRI’s. 

We developed a performance management and measurement worksheet monitored targets and deadlines reporting to management as requested. I also provided executive coaching for the top ten managers and training for all the staff.

Result: By the end of the first month there was noticeable improvement in motivation among the staff and productivity improved. Staff capability was visibly improved by the 12-month mark, and by the 36-month anniversary of the inception of this assignment the conglomerate had already surpassed the N1bn revenue mark.

2. Strategic Retreat Facilitator | Trainer

2 days |Lagos | Medium Sized Logistics Company operating nationally.

Project Type: Strategic Retreat Facilitation, Training for core staff.

Industry: Logistics, Warehousing and Transportation. Business Unit: Corporate Strategy & Development

Problem Statement:

A mid-sized logistics company sought clarity on its strategic direction and enrolled five core executive managers in a strategy training program followed by a retreat. These executives arrived at the retreat committed to an initiative they considered “strategic”—the acquisition of warehouses in all 36 states of the federation. By the time of the training, they had already acquired three warehouses and planned to acquire the remaining thirty-three.

Action:

On the first day of the retreat, the executives received training in the Balanced Scorecard framework. The second day was dedicated to mapping their strategy, ensuring that all initiatives aligned with core customer and financial objectives. Through this exercise, it became evident that the three acquired warehouses did not map to or contribute to any of their strategic goals. Instead, a combination of bonded warehouses and third-party storage facilities already provided comprehensive coverage across all 36 states at a significantly lower fixed and operational cost. Furthermore, the newly acquired warehouses remained unused due to the additional capital and recurrent expenditures required for their setup and management.

Result

By the end of the retreat, the executives had gained a clear perspective on their strategic priorities. They recognized that continuing with third-party storage facilities would allow them to:

  • Avoid hundreds of millions of naira in capital expenditure that would have been required for purchasing and equipping additional warehouses.
  • Save millions in recurrent expenses, including costs related to staffing, maintenance, and operations.
  • Maintain full customer coverage across all 36 states without compromising service levels.
  • Preserve financial flexibility, enabling them to make the decision to dispose of the three unused warehouses and allocate resources toward initiatives that would directly enhance revenue, profitability, and return on investment (ROI).

Ultimately, this strategic shift prevented unnecessary financial strain and ensured that future investments were aligned with customer needs, operational efficiency, and long-term business sustainability.

3. Value for Money Strategy Auditor | Executive Coach

  • 6 months |Lagos | Large Financial Services Company.

Project Type: Strategic Audit, Executive Coaching

Industry: Non- Bank Financial Institution. Business Unit: Corporate Strategy & Development

Case Study: Strategic Audit for a Leading Financial Services Company

Problem Statement

A major financial services company (FSC) in the non-banking sector failed to meet its operational goals, leading to increased customer complaints about poor service quality and missed payment deadlines. Management attributed these challenges to understaffing in customer-facing and operations units and initiated new staff requisitions.

Action: Carried out Strategic Audit & Analysis as follows:

  1. Performance Analysis
    • A review of key performance indicators (KPIs) revealed that in an aggressive push to meet deposit targets, the Customer Relationship Officer (CRO) to High Net Worth Individual (HNI) customer ratio had increased from 1:500 to 1:2000.
    • The turnaround time for payment disbursement to HNIs had deteriorated from the promised 24 hours to over 48 hours.
    • The threshold for HNI classification had been lowered from ₦2 million to ₦250,000, significantly expanding the number of customers requiring premium service.
    • Profitability per HNI had declined by over 50%, as the cost of servicing these customers rose.
  2. Resource Allocation Review
    • Analysis showed that operational resources were being diverted to provide HNI-level services to depositors who did not meet the original criteria.
    • This misallocation resulted in a strain on customer service and operations, leading to service delays and inefficiencies.
  3. Risk Assessment
    • The FSC faced the risk of losing its most valuable customers due to the declining service quality.
    • The planned recruitment drive for additional CRM and operations personnel would have increased the cost-to-income ratio without addressing the core issue of strategic misalignment.

Recommendations

Advised management to:

  • Reinstate the original HNI classification threshold of ₦2 million.
  • Communicate transparently with affected depositors, offering them a three-month window to meet the ₦2 million minimum balance requirement to retain premium banking benefits.
  • Inform customers who remain below this threshold that they will be moved to a revised service tier, with payment disbursements processed within 72 hours instead of 24.

Implementation Review & Results

Six months after implementing the strategic correction, the bank observed significant improvements:

  • Nearly 100% compliance from depositors: Those below ₦2 million either increased their balance or accepted the revised service tier.
  • The CRO-to-HNI ratio improved to 1:600, close to the original target of 1:500.
  • Total deposit volume grew by over 200%, as HNIs consolidated their funds to maintain premium service status.
  • HNI service levels were fully restored, with 24-hour payment disbursements and zero complaints.
  • Customers with lower balances adjusted smoothly to the stepped-down service without dissatisfaction.
  • Operational pressures eased significantly, allowing staff to focus on delivering high-quality service.
  • The planned recruitment of additional CRM and operations personnel was canceled, reducing unnecessary overhead costs.
  • Profitability per HNI improved, enhancing the FSC’s financial performance.

Conclusion

This strategic audit successfully prevented a case of goal and mission creep, which had led to service inefficiencies, resource misallocation, and declining profitability. By realigning operations with its core strategy, the FSC enhanced customer satisfaction, optimized resource utilization, and strengthened financial performance—all without the need for additional hires