Excel to Success. Focus, alignment, and engagement drive sustained business excellence. People want to be part of a winning team. Make intentions clear, assure aligned leadership behaviors, and give people the power to remove roadblocks in their own work. People will excel far beyond your expectations and achieve their full potential.
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Excel Case Studies
Client Need. Despite building credibility within a major financial services firm over the past few years, the senior Human Resources (HR) team received recent feedback that they were not delivering value the business needed and the business partners required. A gap of understanding emerged about what the partners, and the organization needed, and what was being done within HR.
Solution. Excel Leadership Solutions worked with the Executive HR Leader and his team to define how to better partner and serve their clients. After conducting a “voice of the customer” assessment to hear what was most important to the partners, we designed a series of strategy and development sessions, culminating in specific implementation plans.
Results. Actions were validated with partners and, over the first year, feedback showed a 30% improvement in the HR team delivering on what was most important to partners.
Client Need. A global multicultural company needed to raise the capability of its leaders as customer demands and expectations of cost, quality, and efficiency steadily increase.
Solution. Excel Leadership Solutions collaborated with the client in the design and delivery of two integrated leadership development processes. The processes focused on increasing alignment and building a global mind-set through multi-session forums, involving company business leaders and facilitating growth and skills development in areas such as: leading and managing, virtual teaming, cross-cultural communication, rapid decision making, and leading by example. We facilitated assessment, peer feedback, and team projects to support these development processes.
Results. Company leadership reported dramatic shifts in the global culture, including a reinvigorated company culture of alignment and accountability.
Client Need. An insurance firm recognized the emerging realities for its future yet lacked a structured succession plan to ensure the right leadership present in the pipeline.
Solution. Excel Leadership Solutions and the executive team collaboratively created a succession process looking ahead to the future, as well as brought the executive and project teams together to determine the leadership requirements necessary to effectively manage future business. The team:
- Developed success profiles outlining required abilities and personal characteristics
- Mapped a suite of assessments which was given to the executive team to identify gaps
- Selected coaches to create developmental plans and facilitate feedback sessions, and
- Generated an implementation plan to cascade the process to all levels of the organization, including steps to identify leadership potential.
Results. The executive team emerged aligned around future realities and the leadership capabilities required. The firm identified three strategic hires and selected successor candidates. Two individuals were promoted within weeks of the process and all others quickly entered into an accelerated development process. Succession has become a priority step in the strategic planning process and integral with the business planning.