Case Study

We helped a client realise firm-wide alignment towards their strategic imperatives, improved communication, trust and teamwork as well as increased efficiency in day-to-day operation.


An Investment Banking Firm - Leading Change

Virtual Team: Global

Need: To create and implement a growth strategy that would align and inspire a high performance culture.


  • To create a strategy that clarifies and aligns objectives to a common vision
  • To engage the hearts and minds of the executive team in the change vision
  • To build trust and alignment within the executive team
  • To prepare the team for the broad based implementation of the change within the firm
  • To develop a constructive, values-based, leadership dynamic.


Working as strategic partners, we employed various methods to create the strategy as well as to support the implementation of the ensuing plan i.e.:

  • firm wide engagement and input
  • Design & facilitation of an executive team strategy offsite
  • Creation of change management (communication and learning) plans to support the change agenda
  • Design and implementation of tools/ skills workshops

The Executive/leadership development agenda included:

  • 1:1 executive coaching utilising sophisticated 360 degree feedback instruments. This coaching allowed for self awareness as well as invaluable information gathering about perceptions.
  • Team offsite to value differences, resolve conflict and develop a constructive approach. Ultimately to build trust and alignment.

Benefits realised:

  • High potential 'task orientated' (managers and executives) developed leadership effectiveness to become constructive people leaders. This role modelling inspired development and achievement in others.
  • Firm wide alignment towards the achievement of the Strategic imperatives.
  • A common language and framework for managing projects and performance
  • Alignment and direction of the leadership team
  • Improved communication firm-wide
  • Improved trust and teamwork and motivation within the executive team
  • Improved efficiency