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P01 SOaaS — Strategy Office as a Service

P01 SOaaS — Strategy Office as a Service — gives leadership teams a retained strategy function: planning cadence, KPI discipline, analytical firepower and execution support, without building a permanent in-house team.

Timeline
Ongoing monthly retainer, minimum three-month term
Investment
From £4,000 per month, scaled to scope and cadence
UK coverage
London HQ + UK-wide remote

Who it's for

  • Leadership teams without a dedicated strategy or corporate development function
  • Businesses executing a multi-year growth or transformation plan
  • Investor-backed companies delivering a value-creation plan
  • Family businesses professionalising planning and governance

Outcomes you can expect

  • Strategy that stays live rather than sitting in a deck
  • Faster, better-evidenced decisions at leadership level
  • Consistent board reporting and performance visibility
  • Senior capability at a fraction of the cost of a permanent hire

What you get

  • Quarterly strategic planning cycle and board papers
  • KPI framework, dashboard and performance reporting
  • Monthly leadership working sessions
  • Ad-hoc analysis: pricing, market, investment and business cases
  • Rolling financial model maintenance
  • Senior adviser on call between sessions

Typical scope of work

A full p01 soaas — strategy office as a service engagement typically includes the following workstreams. We tailor the scope to your stage, sector and round size during the discovery call.

  • 01Strategic planning and prioritisation cycle
  • 02KPI design, dashboards and management reporting
  • 03Business case and investment appraisal support
  • 04Rolling forecast and financial model maintenance
  • 05Board and shareholder reporting packs
  • 06Market, pricing and competitor monitoring
  • 07Execution tracking and governance facilitation

Our process

  1. 01

    Baseline

    Strategy, plan and performance data reviewed and consolidated.

  2. 02

    Cadence

    Planning rhythm, reporting pack and governance established.

  3. 03

    Delivery

    Monthly sessions, analysis and decision support.

  4. 04

    Review

    Quarterly reset of priorities, targets and resourcing.

Sectors we work across

Financial services and fintechTechnology, software and dataHealthcare and life sciencesReal estate and constructionHospitality, leisure and F&BEnergy transition and infrastructureManufacturing and industrialsRetail, consumer and e-commerceLogistics, mobility and transportEducation and professional services

Why clients choose Platform01

  • A senior adviser embedded in your leadership rhythm
  • Continuity — the same team month after month
  • Analysis and execution support, not just advice
  • Flexible retainer that scales with the agenda

UK coverage

London headquarters at 66 Paul Street, EC2A 4NA, with delivery for clients across Manchester, Birmingham, Leeds, Edinburgh, Glasgow, Bristol, Cardiff, Liverpool, Belfast, Cambridge and Oxford, and for international clients operating in the UK.

P01 SOaaS — Strategy Office as a Service — FAQs

P01 SOaaS — Strategy Office as a Service: pricing, timelines and methodology

5 questions clients most often ask before commissioning p01 soaas — strategy office as a service.

General FAQs

Working with Platform01

How we engage, charge, sign NDAs and start with new clients.