Course overview
Value Creation Planning provides investment professionals with a practical, end‑to‑end framework for designing, stress‑testing, and implementing value creation strategies in portfolio companies. Through a blend of interactive exercises and real-world case studies, delegates learn how to translate an investment thesis into a focused, achievable, and measurable plan that drives long‑term performance.
The course explores how to identify key value levers, engage management teams effectively, balance ambition with operational reality, and establish the governance needed to track progress and maintain momentum. By the end, participants understand not only what goes into a strong value creation plan, but also how to execute one in a way that builds trust and delivers results.
Key topics include
- The definition and key drivers of value creation
- Essential activities before a deal
- Priorities for day 1-100
- Assessing strategic and financial factors influencing an investee company
- Initiatives for cash generation
- Setting targets and measuring performance
- The role of the Chairman and CFO’s perspective
- Readiness for change
- Strategic actions and more
What will delegates take away?
- Design value creation strategies that are clearly connected to the deal rationale and prioritise initiatives to maximise impact.
- Foster effective collaboration with management teams.
- Monitor performance effectively, utilising dashboards, board reporting, and data-led insights.
- The opportunity to build a strong network.
Benefits to employers
- Develop integrated thinking, enabling teams to connect the investment thesis, operational initiatives, and performance monitoring into a unified plan.
- Establish stronger, more consistent value creation practices across all aspects of the business.
- Apply structured planning tools, including 100-day planning, initiative roadmaps, KPIs, and governance frameworks.
- Improve alignment with management teams.
- Enhance board-level oversight, delegates will be able to clearly interpret data, ask insightful questions and anticipate potential challenges.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch, and refreshments, with a drinks reception at the end of day 1. The course will kick off with introductions, followed by content from multiple speakers as outlined in the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes, such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials including slides and case studies, will be shared with delegates.
Course Director
Jon Andrew
Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.
After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.
In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.
Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.
Course testimonial
The content was excellent, well-delivered and very thought-provoking. The course has changed the way our firm thinks about the early stages of our new investments.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
Code of Conduct - Attendance at L&D courses
UK Private Capital is committed to bringing members together in a professional environment to collaborate and network. We have established this code of conduct to provide guidelines to participants, and to ensure that all participants understand what behaviour is expected of them at our training courses.
