The Brief
The client was a privately owned asset manager that was looking to build on historic success with a strategic shift in the face of a changing commercial environment. The organisation was new to working with an external specialist in this way and were cautious about the investment and the benefits. Despite this reticence, continued business success required a fresh approach and that was demonstrated by the executive committee’s willingness to try something different.
The Engagement
The engagement was to design a process to build the trust that would allow the executive committee to discuss the issues that mattered while spending time together, away from the office and the usual Boardroom dynamic. We started with a round of one-to-one interviews that built rapport, enabled the key strategic issues to be surfaced and the crafting of a meaningful agenda for a 2-day offsite.
The offsite was facilitated by 2 Goldcrest consultants who 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.
The Outcome
The initial scepticism, quickly transformed into enthusiasm. This allowed a refreshed purpose, vision and strategy considering a fast-changing macro environment, and a more connected team that was able to model the leadership and teamwork required for success.
