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The book · 30 Nov

Optimize10®

Business transformation, run as a method. Not a slide deck.

A ten-step, three-phase approach to organisational transformation for regulated service environments. It draws on 40 years of practice across banking, wealth management, asset management, insurance and private equity, has been applied and refined over 25 years, and is written down so it doesn't depend on one person's memory to work.

Read about the bookExplore the method
10steps
3phases
1method
Transform by the Rules, front cover

Three phases, ten steps

Constraint-led, with operational risk treated as a design input from the start.

Every engagement moves through the same disciplined sequence, with operational risk managed from the start, not bolted on at the end.
● Phase 1 · Foundation● Phase 2 · Diagnosis & Design● Phase 3 · Delivery
GovernanceTool colours show the phase in which each tool first appears; the three governance tools are navy. Some tools are used in more than one phase or step, so they appear on every card where they're used.
1
Phase 1

Strategy & Objectives

A clear, shared view of what the organisation is trying to achieve, and why.

ToolsAFC
2
Phase 1

Building the Evidence Base

The evidence base and stakeholder landscape, mapped before any design work starts.

ToolsOMM
3
Phase 1

Inside the Box

A deliberate inversion of outside-the-box thinking: the organisation’s own intelligence, surfaced to validate the maturity model and learn what makes it tick.

ToolsOMMGG
4
Phase 2

Present Mode of Operation (AS-IS)

How the work really happens today, end to end, and the operational risk it carries, rather than what the process diagram says.

ToolsMAPVCA
5
Phase 2

Systematic Analysis

Ranking the constraints that most limit flow, not listing everything that's wrong.

ToolsCAVCA
6
Phase 2

Future Mode of Operation (TO-BE)

A future state that removes the constraints, with every operational risk outside appetite closed or escalated.

ToolsVCADES
7
Phase 2

Target Operating Model (TOM)

Structure, workforce, sourcing and governance redesigned to support the new way of working, not just the process.

ToolsDESMODGG
8
Phase 3

Change Roadmap & Plan

A sequenced, dependency-led plan owned by the people who will actually execute it.

ToolsPLANBENGGKIT
9
Phase 3

Change Mobilisation & Execution

The network of sponsors and change agents, activated to deliver the change through them.

ToolsBENGGOMM
10
Phase 3

Review & Embed

Sustained improvement evidenced and embedded into the operating rhythm, triggering the next cycle.

ToolsBENGGOMM

Who this is for

Transformation leads, COOs, and consultants working inside regulated financial services (banking, trust and fiduciary, asset management, insurance, pensions), where operational risk and regulatory exposure are central to a transformation programme, not side issues.

Transform by the Rules, front cover

Start here

The book is where the method lives.

Every step, every gate and every principle is explained in full in Transform by the Rules, the practitioner's handbook. Read it first; the tools make sense once the method does.

Read about the bookExplore the method

Then put it to work

The toolkit behind the method.

Thirteen working instruments, each introduced in the book at the step where it's used.

Browse the toolkit →

Stay up to date

Hear when new tools and materials are released, or when an existing instrument is updated. Occasional emails only, no spam.

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