strategy and transformation projects

Preston Hire
Sales and customer strategy

Preston Hire is a leading specialist equipment hire company. This project involved working collaboratively with the Preston Hire management team to develop a customer centre and outbound marketing campaigns. The project focused on the design and development of the customer centre strategy, customer services standards, process engineering, resourcing plan and development of campaigns and offers. (2018)

leading edge energy
facilitation of strategy day

Leading Edge Energy are specialists in commercial energy management solutions. This engagement was working in partnership with the owners of the business to plan and facilitate their day strategy focus on the grow aspirations of the business and strategies to support growth. A summary of the strategy day was provided to Leading Edge Energy. (2018)

Dexterous Group
strategy development, pmo management, various strategy projects

Dexterous Group is an innovative accounting and professional services firm working with clients to challenge the status quo of how accounting is done. This engagement is working directly with the owners and leaders of the building on the development of their three-year strategy (through a collaborative process), and the ongoing tracking of the business strategy through regular PMO sessions. In addition, we work with Dexterous Group on various strategic projects including leadership development, product innovation, customer journey and sales and marketing strategies. (2017, 2018)

UTS Business School,
External Engagement Strategy

The UTS Business School has a leading reputation as an industry connected university. To build on the already strong platform, this project will work with the UTS Business School to develop a new external engagement strategy. The goal is to develop an aligned external engagement strategy that continued to drive the position of the UTS Business School as a world class and leading business school with significant and meaningful impact by further strengthening connections between industry, research, and teaching & learning.

Coates Hire
Project Direction, Leadership Conference

Working collaboratively with the leadership team on the development and execution of a large scale leadership and strategy conference for the Coates Hire Leadership team (2017 and 2018).

Department of employment, Evidence, Research and Evaluation Branch
Strategy Day

Design and facilitation of the Branch strategy and planning day with full team. Development of strategy day theme, agenda, workshop materials. Preparation also includes review of key materials and interviews with a selection of team members. Following the strategy day, a detailed summary report with strategy recommendation was provided. 

Department of employment, Employment Fund Team
Planning day

Design and facilitation of Employment Fund Team planning day. This included advanced team interviews, research of external trends and impacts, development of workshop materials and agenda. Following the planning day, a full summary of the session with the forward year plan outlined. This included the full year milestones and actions by month, indicating prioritisation and sequencing. 

Get Credit Score
Content Marketing Strategy

Get Credit Score is an innovative fin-tech company providing free credit scores across Australia. The project involved customer segmentation and profiling, workshop facilitation, and the development of a content marketing roadmap, with high level project plan.

‘Heidi is a strategic thinker, expert facilitator and a delightful person to work with. She recently assisted the team with our content strategy and relaunch campaign. In a short period of time she was able to draw the best ideas out of the team and develop a successful content strategy. She has wide skill set, strong work ethic and I would not hesitate to work with her again on future projects.”

Luke Keller, CEO, Get Credit (April 2017)

A Human Agency
Strategy development

A-HA! is a HR professional services dedicated to designing HR differently to improve the human experience in organisations. In this project Heidi worked collaboratively with Co-CEO’s of the business on the three year strategy and various strategic initiatives including go-to-market model and the value propositions  (2017).

Remedial Building Services
Three year business strategy

Working closely with the business leadership, the project involved an in-depth strategy diagnostic review and strategy development phase. The project involved a number of strategy workshops with the leadership and team members.

Tom Bass Sculpture Studio School
Strategy Advisor & Board Strategy Day

As a former Board member of the Tom Bass Studio School, I now work directly with the Chair and Board on the development of the organisation’s 3 year business strategy.

“Heidi recently ran our Board strategy day as we develop our future plans and build on our previous strategy – which she was integral in establishing. Heidi helped us to look at our purpose and vision in a new and contemporary style. Heidi is organised, energetic, and workshopped the team well – helping us to look at the challenges we faced and also to recognise where we had made good progress that we could build on to meet those challenges. We look forward to our continued work together.”

Margo Hoekstra, Chair, TBSSS, (April 2017)

Diversity and inclusion projects

Colin biggers and paisley
Gender equality diagnostic review and action plan

Colin Biggers and Paisley is a leading mid-tier law firm, with offices around Australia. CBP is committed to promoting and improving gender equality within the firm and industry. This engagement involved a thorough strategic gender equality review across all dimensions of gender equality at CBP and the development of a strategically aligned action plan. 

Edmund Rice Education Association
Gender equality diagnostic and strategy 

In collaboration with Mercer Australia in this project we conducted an extensive diagnostic gender equality review including desktop review, composition data analytics, policy review and extensive employee focus groups. Based on the diagnostic findings we developed a comprehensive three year gender strategy and action plan (2018).

Australian Federal police, International Operations
Five year transformational International Gender Strategy & ongoing strategy implementation support

Development of the five year transformational gender strategy for a large Australian government agency. The strategy covers both internal gender priorities, gender mainstreaming and also enables the organisation to meet commitments as part Australia’s National Action Plan on the UNSCR 1325 Women, Peace and Security Agenda. This project also included implementation planning and support, communications planning for the launch of the strategy, and project management support for various projects (2017 and 2018).

Murdoch University
diversity and inclusion culture survey for sage athena swan

Murdoch University is participating the in the SAGE Athena Swan program, which promotes gender equity and gender diversity in science, technology, engineering, mathematics and medicine (STEMM) and is an important initiative that will drive change across industries. The Agenda Agency is conducting a large scale independent employee culture and diversity survey as input to the self-assessment process for Murdoch University’s Athena Swan project (2018). 

Australian Volunteers International
Diversity and inclusion evaluation review and recommendations 

In collaboration with Coffey International Development we are working with Australian Volunteers International to conduct an evaluation of the diversity and inclusion of the Australian Volunteers Program (program funded by DFAT). The project focused on understanding the motivations and barriers for more diverse target groups of volunteers, and understanding the key enablers for increasing the diversity of volunteers representing Australia overseas. The evaluation project includes a detailed literature review, evaluation plan development, in depth interviews and focus groups with key stakeholders and diversity target groups, findings workshops and the provision of an evaluation report with recommendations (2018).

University of Technology, SYDNEY
Centre for social justice and inclusion strategy

The Agenda Agency is working with the newly established Centre for Social Justice and Inclusion to collaboratively develop the long term strategy for the Centre and program of work. The Centre will incorporate all aspects of the University’s social justice and inclusion program, including diversity and inclusion, widening participation, and the implementation of the social impact framework (2018). 

Workplace Gender Equality Agency
Employer of choice renewal consultation and advice

The Employer of Choice for Gender Equality (EOCGE) citation has been available to relevant organisations in its current form since its inception in 2014. Previously the citation was known as the EOWA Employer of Choice for Women. 

In 2017, the WGEA engaged The Agenda Agency to plan and conduct three phases of WGEA and employer consultations in reviewing the WGEA EOCGE citation (workshops, interviews and online consultation). Following the consultation a series of detailed findings and recommendations were provided to the WGEA.

Workplace Gender Equality Agency
review and advice to update gender strategy toolkit

The Gender Strategy Toolkit was developed as part of the education program in 2013. The Gender Strategy Toolkit has been used by many organisations. This project involved a review of the Gender Strategy Toolkit and the development of recommendations for to refresh and relaunch of the new Gender Strategy Toolkit (2017).

Department of employment, Youth Jobs path, employability skills training
Development of Program key performance indicators 

Employability Skills Training is one element of the new jobactive PaTH program, designed to prepare young people and help them into work. This project was undertaken to develop the KPIs for Employability Training Service Providers, through a consultative process (2017).