Refreshing strategy and leadership for the next chapter

The client was a privately owned asset manager. It was looking to build on its historic success through a strategic shift in the face of a changing commercial environment. However, the organisation was new to working with an external specialist and was cautious about the investment and the benefits. Despite this reticence, continued business success required a fresh approach. That was demonstrated by the executive committee’s willingness to try something different at a strategy offsite.

The engagement was to design a process to build the trust that would allow the executive committee to discuss the issues that mattered. Additionally, it was vital for the process to facilitate spending time together, away from the office and the usual Boardroom dynamic. We started with a round of one-to-one interviews. These interviews built rapport and enabled the key strategic issues to be surfaced. It ultimately led to the crafting of a meaningful agenda for a 2-day offsite.

Two Goldcrest consultants facilitated the offsite. They steered the strategic discussion, connected the conversation to the leadership behaviours needed to underpin success and galvanised the team around their collective purpose. We followed the event with a pair of follow-up sessions to track progress, embed learnings and maintain momentum.

Overall, the initial scepticism quickly transformed into enthusiasm. As a result, there was a refreshed purpose, vision, and strategy in a fast-changing macro environment. Finally, the resulting team was more connected and could model the leadership and teamwork required for success.