Featured Work

Organization Performance

A large financial services business moving from a product to a customer focused strategy wanted to align team members to this change and tasked an internal team to design and deliver a series of sessions to shift the culture. The team had an “impossible” deadline and turned to Jeannie who:

Partnered with the internal team to quickly design the sessions.

Introduced visual tools to engage participants in thinking like external customers.

Helped ready the team for facilitating the sessions.

Resulting in a highly effective roll out of this phase of the change—and special recognition of the team's performance.

Organization Performance

A fast growing mid market company decided on a high-level strategy shift from a product to customer focus but needed help in figuring out how to get the people side working in concert with the strategy so Jeannie:

Helped the executive team articulate the strategy in ways that were meaningful to the company team members.

Line up customer satisfaction and internal employee satisfaction measurement systems to measure both sides of the coin.

Design and roll out a program that brought “ front end ” sales professionals together with “back end” service/operations professionals to get on the same page about the meaning of the strategy and what each needed to do to collaborate to exceed customer expectations.

Helping to achieve growth in revenues from $500 million to a $1 billion in three years.

Succession and Talent Management

A division of a large company engaged in talent management for the top of the organization formed a team of senior line managers to build a leadership development process for early career leaders—to fill a pressing shortfall in middle management talent so Jeannie:

Created a process for quickly developing the technical know how for this team, while;

Facilitating the work of three sub-teams to build the component parts.

Resulting in a very sophisticated breakthrough process—built in record time-- that shifted the organization from a training view of leadership development to a longer term strategic shaping of the experience of leaders to learn critical skills needed for the future.

Executive Team Development

An CEO with a hard charging independently minded team wanted to improve the way they communicated and worked together, particularly when it came to focusing on more strategic issues, so Jeannie:

Talked with each to find out views on cross silo communication and integration.

Designed and facilitated a very business focused working session to improve how the group solved problems and planned together.

Identified ways to change future meeting protocols to separate strategic from operational discussions.

Helping team to reduce “noise” about poor communication and improve the productivity of the team in group sessions.

"I have used Jeannie's services on a number of occasions. I have consistently found her work professional, and on point to produce incredible results. I have worked with many consultants who are good at thinking but only few who are also good at “doing.” Jeannie excels at both and always leaves you with what you can use today to make your business better tomorrow."

Rick Miller, SVP HR TriCounties Bank

Executive Coaching

A senior internal consultant appointed to a new role reporting to the head of a business, wondered how to shape and communicate the role to get maximum impact, so Jeannie helped him:

Assess his strengths and what he was “known” for by the CEO and executive team.

Think through the possible ways he could add value and select those that would most move the business forward.

Develop a “marketing” plan to shift his role and services to fit the going forward plan.

Resulting in a fast start and more targeted impact.