The background
An ambitious, fast-growing, and profitable firm formed from global acquisitions faced cost challenges due to fragmentation and disparate systems. They acknowledged they had a poor track record of delivering change projects. They struggled with initiating change and wanted to build a network of leaders to drive business transformation.
The challenge
- To assess how well Finance professionals could design and deliver change today
- To identify actionable feedback and the future development needs for the team
- To manage expectations about the pace of future change delivery
Our solution
- Delivered a 4-Day Transformation Health check:
- Assessed project methodology—found gaps vs. best practice.
- Conducted 13 interviews across key Finance, Change team and L&D teams to understand capability, gaps and development needs
- Applied our best practice principles of leading change to evaluate their approach objectively
- Defined a tailored 6-Month On-the-Job Training Program – averaged about a day per week (c. 35 days)
- Designed a flexible curriculum based on best practice change & project management, dovetailed with existing in-house training.
- Topped up with blended theory-practical sessions, applying learning to real challenges faced by the finance team in defining transformation
- Supported by situational coaching from an experienced change leader
Key Outcomes of the Transformation Health Check
- Recommendations to improve the quality of existing materials to give a focus on momentum and progress.
- Developed practical, personalised solutions and on-the-job training to quickly upskill the team
- Established strong chemistry and collaboration with the team
- Offered a cost-effective solution to drive a step-change in business transformation capabilities.
Here’s some of the feedback from the training and coaching
- Rapport was very much there from the start – I valued the fact that Paul had been in our position before
- He helped me to think about the things we are trying to do in a way I’ve never thought of before – gently challenging in a non-obtrusive way
- Paul has no idea quite how good at this he actually is
- He is so effective, but it was great fun and hugely rewarding. I feel like I’m writing on the back of his book!
Feel free to get in touch if you have any questions and want to have a conversation.
