Value creation plan workshop · OKR Consultants
Value creation plan workshop: from investment thesis to a plan your team owns
A new owner, a clear investment case – and a management team that now has to deliver it. In our value creation plan workshop the leadership team and the investor turn the thesis into 3–5 value levers, each with an owner, KPIs and a 100-day plan the whole company can execute.
At a glance
When it pays off
What a value creation plan workshop solves
After closing, the clock starts. The investment case is clear to a few people; the value has to come from many. These are the moments when a value creation plan workshop makes the difference.
The process on one page
From investment thesis to a 100-day plan in one workshop
Six steps: three in the room to agree the plan, three in the 100 days that follow to make it happen.
Prep session
Thesis, diligence findings, numbers and who decides
Shared starting point
Where value comes from today, and what the thesis expects
Develop options
Value levers across growth, pricing, operations, cost and organisation
Pick 3–5 levers
Scored on impact and effort, then ranked by the team
Owners and KPIs
One owner per lever, contributors and measurable targets
100-day plan
Quick wins and foundations for the first 100 days
Monthly value review
Progress, blockers and decisions with the board
Quarterly refresh
New OKRs on the same levers, or the next lever
You leave with a value creation plan on one page, 3–5 value levers with owners and KPIs, a 100-day plan with quick wins and a monthly rhythm the investor and the management team share.
How the pieces fit
Value creation plan, 100-day plan and OKRs
Three tools, three time horizons. The value creation plan workshop connects them, so the long-term case and next week’s work point in the same direction.
Holding period
Value creation plan
Where will the value come from?
The few levers, targets and investments that turn the investment case into results.
Owner: management team, backed by the investor.
First 100 days
100-day plan
What do we start right now?
Quick wins that build confidence and the foundations each lever needs.
Owner: one lead per lever.
Every quarter
OKRs
What do we measurably achieve this quarter?
Objectives and key results that bring each lever into the teams’ daily work.
Owner: the teams behind each lever.
What to expect
The value creation plan workshop, step by step
A proposed flow over two days, which we tailor together in the briefing to your investment case, your numbers and your team. A one-day version works when the levers are already clear.
Day 1
Where the value comes from
From the investment thesis to a few clear leversPurpose, decision rights, the thesis in plain words
The operating partner and the CEO explain the investment case. The team agrees what must be decided in this workshop and who makes the final call.
Result: a clear contract for the workshop.
A shared starting point
Results, customers, capabilities and the initiatives already running go on the wall. Everyone writes first, then the team compares notes.
Result: one honest picture of where value comes from today.
Develop value-lever options
Small mixed groups develop options across growth, pricing, commercial excellence, operations, cost and organisation.
Result: a complete list of options, not just the loudest ideas.
Pick 3–5 value levers
The team scores the options on impact and effort with dot voting, then ranks the top levers together.
Result: the 3–5 levers that move the value most.
Day 2
From levers to execution
Owners, KPIs and a 100-day planEach lever, worked out
What the lever means in practice, the target behind it and the four key actions that get it moving.
Result: a short plan per lever on one page.
Owners, contributors and KPIs
One owner per lever, the people who contribute, and the KPIs and first OKRs the board will review.
Result: clear accountability for every lever.
The 100-day plan
Quick wins and foundations for the first 100 days, with dates and names.
Result: a 100-day plan the company can start on right away.
Agree next steps and the steering rhythm
A monthly value review with the investor, a reset check after 100 days and a clear message for the wider company.
Result: a rhythm that keeps the plan alive.
What makes it work
Five rules for a value creation plan that gets delivered
A strong investment case is the start. These five rules turn it into results.
Management owns the plan
The people who deliver the levers write the plan with the investor, not for them.
Few levers, full force
3–5 levers get the best people and the budget; everything else waits.
A number for every lever
Each lever has a KPI the board can follow every month.
Quick wins in 100 days
Early, visible results build confidence across the company.
One steering rhythm
A monthly value review keeps investor and management on the same page.
Preparation
Well prepared, so the workshop starts with the real issues
What we do
- Run a briefing with the CEO and the operating partner
- Read the investment thesis and the key diligence findings
- Collect each leader’s view through a short pre-survey
- Facilitate the workshop and capture every decision in the room
- On request, facilitate the monthly value reviews and the 100-day reset check
What we need from you
- A summary of the investment thesis and the targets behind it
- Key figures and the list of initiatives already running
- About 20 minutes per leader for the pre-survey
- The investor’s operating partner or board member in the room
- Clarity on who makes the final call when views differ
Outcomes
What you take home from the value creation plan workshop
Looking for the same focus without an investor in the room? See our strategy execution workshop or work with a strategy workshop facilitator on your next leadership session.
Your facilitator
Joern Steinz (MBA)
Joern has facilitated more than 1.000 workshops since 2014 and has supported companies with OKRs since 2019, in around 60 engagements. Before that he worked at Accenture and in corporate development at XING and the freenet Group, and he holds an MBA from EADA Business School in Barcelona.
He is at his best when a management team and its investors need one plan they both believe in: a few clear levers, owners who carry them and a rhythm that keeps them moving.
Selected clients
FAQ
Questions about the value creation plan workshop
What is a value creation plan workshop?
A facilitated workshop in which the management team of a newly acquired or investor-backed company, together with the investor, turns the investment thesis into 3–5 value levers with owners, KPIs and a 100-day plan the whole company can execute.
What is the difference between a value creation plan and a 100-day plan?
The value creation plan covers the whole holding period and answers where value will come from. The 100-day plan is its first chapter: the quick wins and foundations that get the most important levers moving right after closing.
Who should take part?
The management team, usually five to ten people, plus the operating partner or board member who represents the investor. Their joint presence is the point: the plan has to be owned by the people who deliver it and backed by the people who fund it.
When is the right time for a value creation plan workshop?
Ideally in the first weeks after closing, while the investment thesis is fresh and the team is ready to move. It also works mid-way through the holding period, as a refresh when the plan has drifted or the market has changed.
Do you replace our consultants or due diligence advisers?
No. The analysis from due diligence and your advisers is input for the workshop. We facilitate the decisions: we get the management team and the investor to one shared plan with owners, priorities and a rhythm that keeps it moving.
How do you keep the plan moving after the workshop?
With one owner per lever, quarterly OKRs, a monthly value review and a reset check after 100 days. We can facilitate the reviews or coach your team to run them. More on running OKRs in practice under OKR management.
Where and in which language do you work?
We are based in Hamburg and facilitate on site across Europe, in English or German. Shorter remote formats are possible for teams spread across several countries.
Let’s talk
Let’s turn your investment case into a plan
Tell us where your company stands after the deal. In 30 minutes we find out whether a value creation plan workshop is the right next step for your management team.
Book a 30-minute callJoern Steinz · hello@okr-consultants.com · 0049 175 566 4329