Case Study
Growth, Change and Executive Team Effectiveness
The Client
Our client is a leading specialty financial institution. They are a mission driven organization that provides vital financial solutions across rural America. We have been a trusted partner on their journey of growth, change and executive team effectiveness over the last 4 years.
We aligned our comprehensive offering across leadership consulting and executive search with our client’s strategic plan and goals set by the new CEO in collaboration with the board of directors.
The Challenge
Following a tumultuous period of leadership changes, the new CEO established an aggressive vision for growth, targeting new products, customers, and revenue streams. At the same time, he launched a rebuild of the leadership team, integration of an acquisition, and addressed significant organizational and cultural challenges.
The Solution
- Provided executive advisory & coaching and executive search support to the CEO. Served as independent sounding board on plan for organizational and leadership changes, execution of strategic priorities, and stakeholder engagement. Conducted 360 assessment to identify individual strengths and development opportunities. Provided inputs and feedback to enhance personal effectiveness.
A trusted advisor and partner on our journey of growth, change and team effectiveness. Challenges us with empathy and insight to improve individually and as a team. I value the objective and dedicated focus on our priorities.
CEO, Financial Services Institution
- Designed and facilitated strategic planning offsite, defining goals, objectives, initiatives, and metrics. Established subsequent biweekly workshops to guide execution. Conducted diagnostic on team effectiveness. Facilitated prioritization of top initiatives and enabled joint decision making for budgeting, talent management and IT investment.
- Executive coach to CFO focused on enhancing personal effectiveness and transforming the finance function.
- Created insight with leadership profiles and redefined team norms.
- Improvements in communication, collaboration, and decision-making enabled execution of priorities in the strategic plan and culture change.
- With a clear strategic framework, conducted eight executive search assignments in the C-suite, as well as the Vice President and Director levels across all functional areas.
- To assure success of new leaders, provided onboarding, coaching and team building facilitation.
The Result
- CEO successful in executing growth plan and organizational changes
- Rebuilt leadership team with clear roles and responsibilities
- Alignment on strategic priorities and execution approach
- Defined processes for joint strategic planning, decision-making, and problem solving
- Major progress in executive team effectiveness enabled by Prophet psychometric profiles and team norms
