How we run a strategic diagnosis
Step-by-step of the QFLab process, from the first 30 minutes with the client to the delivery of the executive report and the board-ready prioritized action plan.
The 5 stages of a QFLab diagnosis
1. Scoping (30 min)
Short, confidential call to understand context, objectives, constraints and decision horizon. No sales pitch.
Scope note + written scope confirmation.
2. Structured intake (3–5 business days)
Checklist of financial, operational and regulatory data, short interviews with process owners, and market context from official BNA / BODIVA / CMC / INE data.
Context dossier validated with the client.
3. Diagnosis (10–15 business days)
Financial analysis, risk mapping (ERM · ISO 31000), insurance-program review, key-process review, cross-checked with sector and regional benchmarks.
Executive draft peer-reviewed internally.
4. Executive presentation (60–90 min)
Session with the decision-maker and/or board to discuss findings, priorities and trade-offs. Every recommendation is defensible with data.
Executive deck + written summary.
5. Prioritized action plan
Short list of actions ranked by financial impact, with owners, deadlines, KPIs and scenarios with and without QFLab involvement.
Operational plan + decision matrix.
Anonymized real example
Iberian industrial group with an Angola operation: multi-line insurance-program review, treasury-process redesign and FX-risk map.
Diagnosis delivered in 22 business days, with executive report, risk-committee presentation and prioritized plan. Outcome: measurable premium reduction, admin hours saved via automation, actionable 12-month FX-risk matrix.
Non-negotiable principles
- Full independence: no commissions, no insurer partnerships, no software-licence resale
- Official data whenever it exists — BNA, BODIVA, CMC, INE, IMF and sector supervisors
- Every recommendation must be defensible at board level, with explicit source and method
- Full confidentiality under NDA, including destruction of sensitive data after project close
Want this methodology applied to your context?
Request a free strategic diagnosis. Date and agenda confirmed within 24 business hours.