Getting the partners on the same page

The client was a boutique, regulated entity providing accounting and corporate finance services to public and private finance sector clients. The firm had a good reputation, a high-quality client list and had demonstrated strong growth. However, the partners were so busy ‘working in’ the business that they had not taken a step back to evaluate the strategic objectives and align around them.

Initially, we began by conducting a round of exploratory interviews with the partners. Doing so gave us a deep understanding of their personal and professional motivations and ambitions to inform next steps. We followed on with 4 half-day in-person strategy meetings to progress thinking and align the team around common goals. The backbone of the delivery was the Goldcrest Strategy Pyramid. It served as a framework to clarify the organisational purpose, create a new group strategy and identify the key areas of focus to make this a reality. We integrated our work with activities to develop the necessary leadership, culture and teamwork to successfully land it in the business.

The outcome was precious time away from the day-to-day to consider the big questions. Overall, clarity on where interests aligned and diverged, what culture would enable success and what leadership behaviours were necessary to achieve this was gained, along with the motivation to put it into practice.