Situation
- The organization had successfully completed a large merger the previous year
- The organization was on pace to eclipse their financial goals for the upcoming year and wanted to continue the growth momentum
- A new Executive Chairman had been brought on board to assist the Company with their next phase of growth
- The Board had laid out ambitious targets for the organization without a clear path to achieve the targets
Bespoke Solutions
- An Executive Leadership Offsite was held to align the leadership team to the targets set forth by the Board
- SLKone facilitated the offsite session, focusing the team on actions driving success, market opportunities for growth, and risk mitigation
- Operational plans with integrated risk management were developed and assigned to the leadership team members
- A financial budget was created, quantifying the opportunities and linking targets to key initiatives
Leading With Results
- Developed a key set of tactical initiatives for the team that focused on driving growth during the SLKone facilitated offsite
- Updated and coordinated the budget based on the developed tactical activities. The new budget was incorporated into weekly leadership review meetings to maintain momentum
- Improved executive team performance during weekly project management reviews that ensured initiatives continued without issues
- Continued outperformance by the leadership team. Their adherence to the developed initiatives and budget has set them on track to achieve the established ambitious targets