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

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    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 Kevin joined EY Advisory and now leads the Governance practice in Oceania. He currently serves on range of commercial and NFP boards.

  • Craig Rust NDB, NDA, CA, MInstD

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    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.

  • Carol Scholes CMInstD

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    With over 30 years of management experience in commercial and not-for-profit organisations in New Zealand and Australia and eight years in CEO roles, Carol specialises in helping organisations understand their vision, improve their systems and build teams to achieve success. As a consultant, Carol has provided board and executive coaching, mediation, facilitation and strategic planning with corporate, government and not for profit organisations. Her specialities are leading change, governance, financial management and conflict management. Carol has a Bachelor of Business in Human Resource Management, a Graduate Diploma in Dispute Resolution (Mediation), and Certificate IV in Executive Coaching, is a qualified trainer using accelerated learning techniques, is a Master NLP practitioner, International Master Coach, Master Clinical Hypnotherapist and a certified mBit coach. Carol is an accredited coach with the International Coach Federation, a member of the NZ Association for Training and Development and a Chartered Member of the Institute of Directors in New Zealand.

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

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    Catherine has experience in the public sector, corporate business and education, in both senior management and governance roles. She 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 a trustee with CORE Education Charitable Trust and Te Kōhaka o Tūhaitara Trust. In addition, she sits on the Christ’s College Board as the Christ College Old Boys Association representative.

  • Melissa Clark-Reynolds ONZM, MInstD

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    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, Beef and Lamb NZ and Kiwi Insurance Ltd. In recent years she has studied at MIT, Cambridge University and Stanford (twice!), as well as The Institute for the Future in Silicon Valley.  As well as facilitating for the Institute of Directors Melissa works with companies to execute transformational strategies. She tweets as @HoneyBeeGeek

  • Denise Bovaird BCom, FCA, MInstD

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    Denise Bovaird has had a number of governance and risk management roles. She is currently the Chair of Surf Lifesaving Northern region .  She has been a director on the board of the Real Estate Agents Authority and a Commissioner on the Earthquake Commission and  has chaired the Audit and Risk Committees of both these Crown Entities.   She has served on the Board of the New Zealand Institute of Chartered Accountants  and was the chair and President  in 2017.  Denise has had a number of corporate and consultancy risk management roles over the last 20 years and is now a risk management consultant with Navigatus Consulting specialising in strategic and organisational risk with private and public sector clients throughout New Zealand. She has a passion for assisting clients to establish risk management frameworks that add value to their organisation and help achieve strategy.  Denise has developed the Institute of Directors Risk Essentials course and facilitates a number of risk and strategy sessions.