Strategy Essentials

Gain an understanding of the fundamentals of strategy development from the board’s perspective.

8 CPD points

As a director, one of your roles is to participate in a meaningful way in the formulation of organisational strategy. This course will help you to actively participate in this process, encourage ‘big picture’ thinking, and steer your organisation to a better future. (Pictured: Sravan Thumma)

Course/workshop category: Fundamental course

Duration: One day, 8.30 am - 5.00 pm

Content covered

  • What strategy is (and isn’t)
  • The role of the board in developing strategy
  • The impacts of strategy and the benefits of strategic planning
  • Formulation and development processes and how strategy is communicated
  • Evaluating strategy

Who should attend?

Aspiring or new directors embarking on a governance career and senior executives who want to interact with their board more effectively.


​Members: $850 incl GST
Non-members: $1,080 incl GST

Not a member? Join online now to receive the member rate.

A 10% discount is available if you are booking this course under the Essentials of Directorship package.


“The value of this course lies in the tools provided to step a board through the strategic planning review process.” – testimonial from a Strategy Essentials attendee

Our facilitators

Strategy Essentials is presented by one of the facilitators below.

  • Kevin McCaffrey B Soc Sc, M Mngt, CMInstD, FCS

    Read moreCloseHide/show child content

    Kevin was formerly a Partner in PwC with leadership roles across the Asia Pacific region. His competencies are in Governance, Strategy and Change Management across a range of industry sectors and countries. In 2006 he completed a Master’s degree in Governance and launched his own firm Effective Governance Ltd. In 2015 EY purchased the Intellectual Property of EG where Kevin now leads the Governance practice in Oceania. He currently serves on commercial and NFP boards and guest lectures on the MBA programme at AUT University.

  • Craig Rust NDB, NDA, CA, MInstD

    Read moreCloseHide/show child content

    Craig is a fully qualified Chartered Accountant and member of both the Chartered Accountants of New Zealand / Australia and the Institute of Directors (IoD). Craig established Business Innovators Ltd in 2002 which specialises in business turnarounds through providing strategic growth and management advice to a wide range of small and medium sized businesses. Craig also provides ongoing Director, Chair and Advisory Board services, including regularly facilitating director level training for the IoD since 2009 around the topics of Governance, Finance and Strategy. Prior to setting up Business Innovators, Craig worked as a Chartered Accountant, including in a Senior Management capacity at PricewaterhouseCoopers and received the 2005 Young Accountant of the Year Award for the Southern Region.

    Over the years, a number of Craig’s clients have won various business awards throughout New Zealand including; Small to Medium Exporter of the Year Award, A national Maori Business Award, Supreme Business of the Year in the Nelson Business Awards, First place on the Deloitte Unlimited Fast 50 list.

    Executive and Directorship roles over the past 25 years in the food, data, technology, business development, education, and engineering sectors have resulted in many years of governance, strategy and organisational development experience.

    Currently Craig is the owner and Director of a South Island based food manufacturing and retail business; The Divine Cakes and Desserts Group, and employs over 40 staff.

  • Catherine McMillan BCom (Hons), CA, DipTchng, MInstD

    Read moreCloseHide/show child content

    Catherine has experience in the public sector, corporate business and education, in both senior management and governance roles. She currently has her own consultancy business which focuses on professional and executive education, strategy development and business re-structuring. She has held governance roles in a variety of organisations and is currently a trustee with CORE Education Charitable Trust, Te Kōhaka o Tūhaitara Trust and Community Wellbeing North Canterbury Community Trust. In addition, she sits on the Christ’s College Board as the Christ College Old Boys Association representative.

  • Melissa Clark-Reynolds ONZM, MInstD

    Read moreCloseHide/show child content

    Melissa became a Professional Director after 25 years experience as an entrepreneur and CEO of a number of Technology companies.  She was awarded the ONZM for Services to Technology in 2015. Melissa is a Governor of Radio NZ, sits on the Boards of Jasmax Architects, Softed and Kiwi Insurance Ltd.  Melissa is a Member of MPI's Primary Growth Partnership Investment Advisory Panel and Chairs the LINZ Risk & Audit Committee.  Last year she has took courses at Stanford, Harvard and became certified as a Foresight Practitioner with the Institute for the Future in Silicon Valley.  Melissa works with companies to execute transformational strategies, through futurecentre.nz She tweets as @HoneyBeeGeek.