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Recent Mandates

5i Strategic Affairs can lead projects to a successful conclusion for our clients wherever they are in the world.

Recent successful mandates include:

  • Consulting

Facilitation of two executive retreats and the preparation of a complete strategic plan for a major financial institution in Jeddah, Saudi Arabia (2011-12)

Facilitation of a series of strategic retreats for a major Canadian financial institution (2009-2011)

Management of the complete strategic planning process for an emerging "one-stop" recycling business (2011-2012)

On-going diversification projects with a major pulp and paper company (2001-)

Successful "Blue Ocean" planning process for the re-launch of an aging manufacturing facility (2011-)

Completion of two different strategic plans for organizations in the Canadian pharmaceutical industry

Facilitation of the strategic planning process for a family business expanding in the footwear markets of Europe & North America (2012-)

Completion of three different strategic planning mandates for a Canadian-based international development agency (2009-2011)

Management and facilitation of the strategic planning process for a business unit in the alcoholic beverages industry (2011)

Preparation of business plans for a consumer advocacy group  (2004, 2006, 2008 & 2013)

Management of the strategic planning process for an on-line gaming company (2014-2016)

Management of the strategic planning process for a LGBT-rights organization (2014-2016)

Management of the strategic planning process for a national healthcare Association in Ottawa (2015-2016)

Management of the strategic planning process for a Canadian healthcare research foundation (2016)

Preparation of a 5 year strategic plan for a Canadian University’s Alumni Development unit (2017-2018)

Preparation of a 3-year strategic plan for a Montreal-Based pharmaceutical chemicals company (2017).

Leadership of a series of strategic planning retreats for a Toronto-based engineering company (2018-2019)

Facilitation of the strategic planning to prepare a 2-3 year (circa- Covid-19) strategic plan for a pancanadian engineering company (2020)

Facilitation of the strategic planning process for the environmental protection agency of one of Canada’s First Nation Territories (2019-2020)

Preparation of a 5-year strategic plan and facilitation of other strategic decision-making exercises for one of Canada’s major steel companies with 9 different facilities (2017-2021)

Completion of a complete hybrid (inperson/on-line) strategic planning process for the leading organic energy drink in Canada (2021)

Completion of a multi-company on-line "consult-training" program (April-Sept 2021)

Facilitation of a strategic decision-making process (on-line) for the launch of a new business entity in the "circular economy/Net Zero"  space (2021-2022)

Online leadership and facilitation of a strategic decision-making process to create a new business unit in the "environmental sustainability" market for one of Canada's major engineering companies (2022)

A 3-year strategic plan for a leading LGBTQ2S+ rights organization (2022-3) (on-line & in-person)

Creation of a BHAG (Big, Hairy, Ambitious, Goal) for a privately-owned Canadian business to calebrate 100 years of existence (2023)

Creation of a strategic plan for a First Nations' Lands Management Provincial Agency 2023)

Creation of a strategic plan for the Canadian branch of a multinational medical devices company (2023)

  • Training/Workshops

An intensive “Strategic Leadership” professional development workshop of two-weeks duration offered twice each year in Montreal & Kuala Lumpur (2003-)

Assorted one-week training/consulting workshops for such clients as Tanzanian Revenue Authority (three offerings in 2023), Department of Urban Roads (Ghana-2021), KenGen (Kenya -2012), the African Capacity Building Foundation (ACBF, Zimbabwe 2012), Ministry of Planning & Investment, Vietnam (Hanoi – 2010), Government of Jamaica (Kingston -2010), Mubadala (Abu Dhabi - 2009), Nigerian Communications Commission (NCC), Nigeria – 2007 & 2008, Forum for Agricultural Research in Africa (FARA, Ghana - 2008), the Bhutan Power Corporation (BPC, Bhutan - 2007)

Intensive short-courses on the topics “Strategic Planning & Execution”, "Strategic Leadership" and “Creativity & Innovation to Create Value” offered several times per year through McGill University, Montreal  (2006-)

On-line offerings of a "Strategic Management" Course at McGill University (2020-2022)

Strategic Planning Training for Civil Society Organizations (CSOs) in Baku, Azerbaijan as part of the UNDP Azerbaijan Project "Developing an innovation-driven and sustainable civil society in Azerbaijan" (in-person and virtual) February 2023

Teaching of two "Creativity & Innovation for Entrepreneurs" courses in the newly-launched SEEDs program at McGill University's School of Continuing Studies (2023-)

  • Coaching

Assorted executive coaching mandates with a global mining company (2009-2013)