The Brief
The client was a dual role COO/CFO at a medium sized private equity house, who had been with the firm since formation. They had a broad range of responsibilities that included not just finance and operations but also HR, IT and anything else inside of the business that needed doing. The client was personally overstretched and becoming a bottleneck. The brief was to change the way of working to enable more delegation to direct reports and an elevation of contribution to a more strategic level.
The Engagement
The engagement was a 12-month executive coaching relationship with a focus on developing the next level of leadership skills to succeed in the new role. It included a detailed 360-degree process of interviews with critical stakeholders and psychometrics followed by one-to-one coaching sessions. The coaching topics explored were time management, team dynamics and working through others.
The Outcome
The client found the process to be insightful and impactful, with a noticeable change in work habits. These changes resulted in a higher tempo of deliverables, a more engaged and empowered team, and the bandwidth to attend to higher value activity.
