Strategy Development and Execution

Strategy development and execution is a multi-stage process which extends over multiple years. Where you will compete and how you will win are not simple exercises.

Oculus conducts strategy development in several phases:


In the initial phase, Oculus carries out a discovery process that can involve the review of internal documentation around product capabilities, sales materials, marketing positioning, competitive studies, product and sales assessments and financials.

This work is often combined with Interviews of senior management, key associates, intermediaries, clients and prospects. The output from this phase is a set of hypotheses that will be tested during the analysis phase.


Analysis focuses on pricing trends, market share and sales data, competitor offerings and value propositions as well as product gaps by market segment amongst other factors.

The work in this phase develops based on objective data set that generates insights into how the client is truly performing relative to internal expectations and as compared to key competitors.

Often firmly held beliefs of the senior executives are discredited and the hypotheses in the discovery are ultimately validated or discarded as irrelevant.


The validated hypotheses become the basis for the recommendations in the final phase of strategy development.

These hypotheses detail the market segments in which the client can succeed, how much of their overall business objectives can be satisfied within existing segments and how much will need to be pursued in new segments and specifically what will be required to be successful when they compete in target segments.


Strategy execution is a more varied set of activities dependent on the current state of the business and the degree of capability gaps around what is required to compete.

New products likely need to be developed or partners sought, pricing strategies may need to change, go-to-market messaging platforms typically must be overhauled, and new skill sets most often need to be acquired.

Additionally, sequencing the transformation program is a process that cannot be templated. Each firm’s circumstances and context are unique requiring a specific execution plan.

See our case study

To further understand our Business Strategy services, please review our case study: “Harness Leadership and Collaboration to Drive Transformation.”

For your future reference and convenience, you can also download it as a PDF.

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When our board of directors made changes in the C-suite, we as an organization engaged Oculus to help draft and validate a new business strategy. This new strategy ultimately helped to raise new capital and drive our valuation while simultaneously improving the company’s market position. Oculus was keenly positioned to deliver this engagement based on their understanding of the broader marketplace, its unmet needs and how we could solve these challenges in a meaningful way.
Chief Strategy Officer
Fintech Firm
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About Jamie McInnes

Jamie McInnes


Jamie is a recognized leader with over thirty years of experience working in several firms across asset management, banking and insurance. His leadership roles have focused on a variety of business models and markets covering retirement, wealth management and protection. In 2018, he joined Oculus Partners as a Senior Consultant and, in January 2021, Jamie acquired the firm.

Prior to joining Oculus, Jamie spent 10 years at Prudential Financial. Initially, he worked within Prudential Retirement ultimately leading its full-service business which delivered defined contribution, defined benefit, deferred compensation, IRA and advisory services to 4,000 institutional clients and 2.5 million individual participants. His final three years at Prudential were spent in Prudential International Insurance developing and leading its market entry to Indonesia’s life insurance market. As the CEO he developed the local senior leadership team while expanding distribution inclusive of bank assurance, tele-marketing and a direct-to-consumer digital channel.

Jamie joined Prudential from Merrill Lynch where he led its Retirement Group’s institutional offerings covering DC, DB, NQDC and trust and custody. This followed his return from Japan where Jamie had initially been leading the platform development for CIGNA’S joint venture pension business as their CIO and subsequently as the firm’s Executive Director advising multi-national firms around pension risk issues and the benefits of transferring benefit programs to a DC framework.

Jamie began his career in management consulting focused on banking and insurance company back-office operations and entered the retirement business initially with Putnam Investments and then joining a VC backed on-line 401(k) company prior to relocating to Japan.

Jamie earned his undergraduate degree in Biochemical Sciences from Harvard College, has a MPhil degree in International Relations from the University of St Andrews, an MSc in Finance from the Sawyer School of Business at Suffolk University and is a Chartered Financial Analyst.

Passion/Area of Focus

Helping leaders align and enable their teams to accomplish goals they felt were unachievable.