“Companies delivering productivity enhancing technologies,
or labour outsourcing solutions stand to thrive
as demographic pressures intensify”.
Stephen Arnold, Founder and CIO, Aoris Investment Management
Agenda
DAY 1 - Tuesday 25 November
Welcome
Jon intro, outline desired outcomes for the 2-day workshop.
Framing the theme Building on Growth & Strengthening Culture.
Quick review of 2024 objectives vs actual outcomes.
Reflect on 2024 intentions vs outcomes. What worked, stalled or evolved.
Review of 2024 and Hot Button issues
Review list & add anything to ‘Hot Button’ Issues as per the survey. Gather any other key operational challenges. Industry trends, competitor moves.
Regions - NSW - East
John B gives a region’s overview. Break through revenue ceiling, leverage what we’ve learned.
What’s working, what’s not working?
What do we have to do, as a team, to achieve our objectives?
How are we going to achieve growth in your region to meet the strategic plan?
OptMonitor
Products discussion
DAY 2 - Wednesday 26 November
Safety / Training - Key Operations
Matt to facilitate ‘what do we need to do, or do differently to improve our safety record?
How do we ‘sustain & maintain’ our safety protocols.
Breakouts - Group 1
Vikas Presented
Finish break-out group discussion as needed.
What to keep, what to toss for the new strategy
Consolidate the now / next / later priorities and 12-month success targets.
Sergi TP
Products discussion
Marketing - Key Operations
Marketing Strategy, Digital transformation, AI opportunities etc. Irena 15-minute presentation and then discussion.
Breakouts - Group 3
Ben Presented
Finish break-out group discussion as needed.
What to keep, what to toss for the new strategy
Consolidate the now / next / later priorities and 12-month success targets.
| Action / Commitment | Owner(s) | Notes / Timing |
|---|---|---|
| Hire Business Development professional(s) | Jon / Executive Team | Identified as urgent priority |
| Document succession plans (Ron → Vikas; Lawrie → Jan) | Rob / Lawrie / Jan / Vikas | Begin immediately; review quarterly |
| Recruit senior technical hires (Cables, Switchgear) | Rob / Craig | Required to unlock growth in WA & QLD |
| Build 2026 market strategy with clear offerings | Rob | Draft within 4–6 weeks |
| Regional customer intel research (future needs & competitors) | State Leads (Rob, Craig, Jan) | Feed into 2026 strategy |
| Build structured Sales Plan | Craig | Includes channels, KPIs, reporting |
| Establish Sales KPIs & Zoho automation | Irena + Toby + Managers | Eg. 10 emails / 2 calls / 2 F2F per month |
| Protocol quote follow-up via Zoho | TBC | Needs automated notifications |
| Build technician pathway + hire technicians in each region | State Leads | 2026 onboarding requirement |
| Engineer returns to office to manage technician team | TBC | Links to capability uplift |
| Create training roadmap (skills matrix, competency sign-off) | Matt + HR | Build over quiet period |
| Build central training library (webinars, videos, procedures) | Matt + Irena + Managers | Access via intranet/SharePoint |
| Formalise onboarding beyond first 3 months | HR + Managers + Matt | Fix “loosey-goosey” stage |
| Monthly Strategy Review & OKRs | Whole Executive Team | Replace once-a-year strategy |
| Package services for asset managers (value-based offering) | Engineering + Sales + Marketing | Needed for contracts & repeatable revenue |
| Create case studies (Snowy Hydro, Rio Mongolia, others) | Marketing + Engineering | Monthly examples at Ops meeting |
| OptMonitor maintenance schedule + monthly traffic-light report | Giacomo + Ops + Marketing | Build into annual service agreements |
| OptMonitor customer webinar & testimonial | Giacomo + Irena | Record early adopter results |
| SERGI: Create circle of influence & standards discussions | Lawrie | Target REZ, GOCs, policy groups |
| Contact oil lab customers re SERGI | WA Team + Oil Lab | Start Q1 |
| Lunch & Learns for SERGI | Lawrie + Sales | Ongoing BD activity |
| Monthly safety observations via Teams | All Managers | 2 per month per team |
| Near-miss & incident reporting training | Matt + Safety Leads | Fix 24-hour lag |
| Build internal communications structure (3 levels) | Irena + Managers | Internal / COO / External |
| Identify key customer personnel (old + renewables) | All Regions | Feed into sales plan |
| Add top-value jobs to newsletter + manager follow-up | Irena + State Leads | Monthly |
Adam Van Dyck
Guest Speaker - The challenges of strategy implementation.
Agenda
HR - Key Operations
Cath to do a 15 min presentation of key areas and group discussion. Possibly discuss results of staff survey.
Retention, recruitment, succession, sales roles, graduate program.
What’s the story on the ground, staffing, growth plans, challenges, capacity, opportunities.
Regions - Qld / NT - East
Rob gives a region’s overview. Break through revenue ceiling, leverage what we’ve learned.
What’s working, what’s not working?
What do we have to do, as a team, to achieve our objectives?
How are we going to achieve growth in your region to meet the strategic plan?
Focus – cross regional support, synergies, capacity planning.
Engineering Insights
Discussion led by frontline staff to understand how we leverage our technical and engineering skills.
How do we build on our company foundations and on our engineering insights?
Where is our business going? What does the future of engineering look like? How do we meet the challenge? Is our model right?
Discuss outstanding issues for us on-site and off-site jobs – equipment, processes, training, presenting at meetings etc.
Breakouts - Group 2
Craig Presented
Finish break-out group discussion as needed.
What to keep, what to toss for the new strategy
Consolidate the now / next / later priorities and 12-month success targets.
Financial & Growth Performance Review
Paul’s State of the Nation – FY25 results, FY26 YTD.
Review against last year’s slides, financial discussion re-growth
Regions - Qld / NT - West
Craig gives a region’s overview. Break through revenue ceiling, leverage what we’ve learned.
What’s working, what’s not working?
What do we have to do, as a team, to achieve our objectives?
How are we going to achieve growth in your region to meet the strategic plan?
Focus – cross regional support, synergies, capacity planning.
Final Thoughts and Actions
Summary discussion and actions table
Gallery
Videos
Ron tells a story
Jon tells a story
Jon says
Our differentiation is :
We are your wingman for mission critical electrical assets throughout their life cycle - as we can:
Ensure least cost of ownership whilst maximising productivity
Provide diagnosis and prognosis in the field and often remotely (Mongolia example)
Assist you to make repair or replace calls
Assist to ensure the quality of the repair is correct and only what needs to be done is done
Ensure specifications for new or replacement machinery are correct
Inspect repairs and manufacture at requisite hold points
Oversee Factory Acceptance tests
Oversee commissioning and site acceptance tests
Ensure warranties are honoured by supporting owners when a claim is justified
We monitor and determine the state of asset health by combining AI driven data analytics with qualified engineering expertise and depth of experience. This synergistic combination adds the most value for our customers
