From gut feel to rules — in three steps.
Each step stands on its own, has a fixed fee, and earns the next. You can stop after any of them and keep everything produced so far.
The Planning Health Conversation
Forty-five minutes, at your premises or online. We talk through how ordering happens today: who decides, on what basis, and what goes wrong. No data required, no preparation, no obligation.
You leave with: an honest read on how your business orders today, and a straight answer on whether the next step is worth your money. If it isn't, we say so.
What we'll ask about
- How the last big stockout happened — and the story behind it
- The oldest stock in the warehouse, and how it got there
- Who decides order quantities, and what they look at first
- What your system already records (usually more than you think)
The Planning Diagnostic — a stock audit
You pay an auditor every year to check your books. Your stock is the biggest number on your balance sheet — and nobody has ever audited how it's bought. That's what this is: a stock audit. Three weeks. Fixed fee. Your numbers.
All we need is a stock list and 12 months of sales by item, straight out of your system. Units only is fine — your team applies your own prices at the final step, so the shilling figures never require your values to leave the building. Conservative estimates throughout — every figure in the report is one we would defend across the table.
What the diagnostic delivers
- Cash stuck in slow and dead stock — item by item, in shillings
- Sales being lost to stockouts on your best sellers, in shillings
- The specific ordering habits producing both
- A prioritized roadmap: what to fix first, and what it's worth
Install & Sustain
Over six to eight weeks, we build the working parts with your team: simple ordering rules for every item class, a stock KPI dashboard, and a monthly planning review your people run. First results against a baseline you signed — so improvement is a fact, not a feeling.
Then the monthly cycle begins. Rules drift, staff change, suppliers surprise you — the monthly review is the external discipline that keeps the gains from decaying. Like an auditor, but for stock decisions.
What gets installed
- Ordering rules your team applies to every purchase
- A KPI dashboard reviewed monthly against the signed baseline
- A monthly planning review — chaired by your team, kept honest by ours
- A quarterly check that the rules still fit the business
What happens when.
Week 0
Conversation
Free, 45 minutes. Decide together whether the diagnostic is worth commissioning.
3 weeks from data received
Diagnostic
Report delivered and walked through in person — every finding in shillings.
6–8 weeks, then monthly
Install & Sustain
Rules, dashboard and review installed with your team; the monthly cycle keeps it working.
Your team places every order. That never changes.
This is the line the whole engagement is built on. We build the rules and keep the discipline honest — your people stay in charge of the business.
| What we do | What your team does |
|---|---|
| Analyse your item movement and quantify both problems in shillings | Provides the stock list and sales data from your system |
| Design the ordering rules, item by item class | Applies the rules to every purchase decision |
| Build the KPI dashboard and set the signed baseline | Owns the numbers and answers for them internally |
| Keep the monthly review honest and flag drift early | Chairs the review, places every order, makes every decision |
The data promise
Before any data is shared, we sign an NDA. We are not auditors — we analyse item movement only; nothing is reconciled to declared figures. Your data is stored securely, kept separate, and deleted when we finish, confirmed in writing. Prefer not to share values? We can work in units only — we do the analysis on quantities, and your own team applies your prices at the final step, so every shilling figure is calculated inside your walls.