Case Study: Reaching for Even Higher Vision
CLIENT: Global Entrepreneurial Bank
SITUATION:
- Market leading entrepreneur-focused, multi-national bank expanding globally
- Recently completed first annual corporate strategic planning process
- Wished to align top-100 leadership to strategic priorities and maintain leadership ambition while still on top (not rest on laurels)
OUR ROLE:
- Engaged top leaders in 2-day retreat, including combination of strategic content and interactions
- Mobilized leaders to propose solutions to address existing operating barriers that gated further growth
- Committed participants to address their own growth opportunities and play their part on organizational issues
- Prepared leaders to engage rest-of-organization (2,000 globally) in structured activity 10 days later
RESULTS:
- Firm top- and next-level-leadership viewed the meeting as wildly successful, as confirmed by survey results performed weeks later
- Prioritized recommendations considered to affect operating barriers
- Laid groundwork for deeper strategic planning process in following year
- Offsite sequence finalist for award by Gartner/CEB Expert Leadership and Manager Communications award as submitted by client