Case Study

ISSUE

Pursue significant growth without losing the family spirit that inspires deep loyalty from employees and clients.

APPROACH

1. Comprehensive Organizational Assessment

2. Leadership Development

3. Vision Development

METHOD

1. The project began with an in-depth examination of the organizational culture that daylighted existing and untapped strengths, as well as areas for improvement.

2. Next, a Full High Performance Teamwork session was conducted with the corporate leadership team that strengthened collaboration, communication, and trust among the firm’s most senior leaders.

3. The group was then ready to develop a full Strategic Action Plan. A vision development session tapped into the innate creativity and commitment of 40 participants from all levels of the organization. Initial session work focused on re-examining the company’s existing assumptions and understanding the principles behind breakthrough performance. This moved participants past habitual thinking and opened up the possibility of true innovation. Detailed backcasting and forecasting approaches created vivid pictures of two alternative futures. Comparing and contrasting the two yielded specific data about Breakthrough Projects required to move from the forecasted future (representing an improved version of the status quo) to the backcasted future, representing breakthroughs in quality, creativity, and growth. Merging the two presented viable plans to achieve the organization’s goals.

RESULT

A new picture of what the company could achieve. Dozens of specific ideas for Breakthrough Projects to be implemented over the next seven years. Within the 40 participants, high levels of commitment to lead the change effort.