Case Studies
Leadership Advisory
Trusted advisor to CEO
‘Trusted advisor’ to CEO of Financial Services Joint Venture, delivering range of leadership development interventions for Executive team including individual and team coaching, personal profiling (Insights) and succession planning. Led to greater visible cohesion across team, improved self-awareness, and enhanced credibility with stakeholders.
Chief of Staff
As Chief of Staff to Chief Commercial Officer of leading UK Bank, delivered range of leadership team interventions including work on high-performing teams and leading through change. Led to enhanced team preparedness and greater sense of collective accountability.
Non-Exec Director / Board Chair
As Non-Executive Chair on Board of Solas for Nature, working with management team to provide oversight of strategic growth and governance agenda.
InsightsTM pyschometric profiling
Facilitated range of psychometric (InsightsTM Discovery) interventions for leadership teams across financial services, retail, healthcare, and higher education. Diagnostic work led to greater self-awareness, focus on key areas for change enhanced psychological safety.
Leadership capability development
Instigated post-merger extended leadership team development programme with work on team ‘story’, ‘critical friend’ interventions and high-performing teams. Resulted in greater alignment, collective accountability, and inclusion.
Leadership ‘fitness’ review
Member of team tasked with carrying out strategic leadership ‘fitness’ review of FTSE 100 company and feeding back to CEO.
Experiential learning
Ran series of cultural change interventions with sales leadership teams of global services provider. Led to greater understanding of client needs, including imperative for change and improved sales performance.
Key leadership moments
Delivered range of keynotes as part of organisational ‘town halls’, senior leadership team events and ‘off-sites’. Topics included building resilience, effective communication, and Diversity & Inclusion.
Coaching & Mentoring
Executive coaching
Trusted advisor to CEO of Financial Services Joint Venture and Chief Commercial Officer of leading UK Bank.
Executive coach for members of UK Medical Services Leadership team, including Chief Medical Officer and Chief Operating Officer.
Professional services advisor to Commercial Managing Director of global services business.
Mentoring and career sponsorship
Incepted new Mentoring network within leading UK bank whilst mentoring range of emerging leaders within the business. Extensive mentoring experience spanning 25+ year career.
Active diversity & Inclusion career sponsor delivering sponsee mentoring and career development pathways across a range of organisations.
Cognitive based coaching
Extensive use of cognitive based coaching techniques with coachees covering:
– Resilience, self-belief, and self-efficacy
– Solution focused thinking
– ABC model of psychological management
– Thinking errors / thinking skills
– Stress management / performance
– Back-to-basics coaching with nature
– Life audits
Organisational & People Change
Operating model refinement
Delivered new Professional Services organisation design for global services provider, including labour reductions and inception of new go-to-market capability.
Shaped Investment Manager leadership team target operating model following arrival of new CEO. Led to increased clarity on discharge of key accountabilities.
Led workforce transformation organisation re-design across three major divisions of global services provider.
Organisational restructuring
Led organisational restructuring across Commercial division of UK Bank aligned to business growth ambitions. Resulting operating model enhancements delivered significant in-year FTE savings alongside cultural step change.
Brought together risk and control teams of two disparate business entities, successfully restructuring to deliver material cost savings alongside shift in culture.
Diversity & Inclusion
Incepted Diversity & Inclusion programme for Investment Manager focused on imperative for cultural and behavioural change. Facilitated leadership interventions led to greater personal awareness and collective accountability.
Employee consultation
Extensive employee consultation experience in line with implementation of new organisational designs, including sensitive management of colleague redundancy.
Talent and succession
Facilitated range of Talent & Succession planning interventions for leading UK bank, mapping future potential against evolving needs of the business.
.
Governance & Operational Efficiency
Strengthening corporate governance
Led highly sensitive programme of corporate governance improvements for leading UK investment manager following external review. Successfully delivered range of industry best practice enhancements advising both Board Chair and CEO.
Goals and incentives
Launched new short-term incentive plan for leading Investment Manager aligning employee reward with business outcomes. Empowered Board in determining performance vs scorecard/OKRs and improved Colleague Engagement.
Clarifying roles and responsibilities
Streamlined Executive accountability for outcomes relating to new regulatory regime, leading to enhanced sense of ownership across leadership team and step-change in pace of programme delivery.
Programme assurance
Led transformation programme contingency review ahead of proposition launch, successfully identifying gaps and risk mitigation strategies.
Enhancing decision-making
Worked with Board and Executive of investment manager to align Delegated Authorities with evolving nature of business and underlying commercial agreements.
Operational and process efficiency
Directed programme of customer proposition enhancements for leading UK bank using Agile delivery methodology.
Do you have any questions?
If you’d like to learn more or book a 30 minute introductory call, get in touch today.