CASE STUDY 1 - Values Design for Not For Profit

Transformation of volunteers management and employees inclusion via a Culture uplift


ISSUES IDENTIFIED

The organisation required a more effective way to retain, motivate and engage their 400 volunteers through a recognition programme. 
 Through discovery with the organisation, the key insight was that a re-design of existing organisational values was required.

SOLUTION DESIGN AND DELIVERY

Working closely with the Board and Chief Executive a new set of Values was designed to form the basis for a broad organisational recognition programme: 
Capture a shared understanding of the desired vision with Board and CEO

 

Undertake a current state review survey with employees and volunteers alike coupled with focus workshops



Analysis of data to form insights around the application of key values

 

New Clear set of Values, along with definitions, impacts and behaviours.


Process to deliver formal and informal recognition for broadly distributed and diverse Volunteer group

 

Process to reinforce Organisational Values through ongoing Culture measurements and workshops


VALUE CREATED FOR THE CLIENT

Increased alignment of executive team through adoption of the values framework

 

Stronger adoption of culture through clear value-based behaviours

 

Increased trust, faster more effective decision making across the board



More empowered and inspired volunteer workforce



CASE STUDY 2 - Transformation of Child Welfare Group

Managing change and ensuring the implementation of a new vision


ISSUES IDENTIFIED

A multi-site organisation with over 700 employees working in extremely complex, high-pressure delivery roles.
Organisation presented with a recent change in executive and management layers, no clear plan for change and difficulties in executing key strategic priorities.
The CEO required a strategic HR leadership and consultation to design and embed a roadmap for execution of their newly developed vision.  

SOLUTION DESIGN AND DELIVERY

This project required an end-to-end assessment and design around all elements of culture including: Leadership, structure, organisational communication, change management, business processes, rewards and benefits schemes, recruitment and on-boarding and other performance areas.
Design principles of change and communication process with CEO & Executive Team

 

Re-organise the Executive team to properly deliver the 5 year strategy



Match newly formed functions against the 5-year strategy and operational delivery principles

 

Clear and transparent communication process through change for employees


VALUE CREATED FOR THE CLIENT

Significant improvement in service delivery

 

Increased staff investment into process and management of change



New organisational structure appropriately reflecting future strategic needs

 


CASE STUDY 3 - Large Government HealthCare Organisation

ISSUES IDENTIFIED

This multi-site organisation with over 6,000 employees is working in extremely complex, high pressure delivery roles.
The organisation required a deeper understanding of issues it felt having regarding their Culture adoption. These problems were causing conflicts and inefficiency that had a direct impact on employees and customers experience.
The goal was to build a sensible pathway to enhancing organisational culture and build frameworks to improve culture consistently over a 3-to-5-year period.

SOLUTION DESIGN AND DELIVERY

This project required extensive collaboration with the Board and newly appointed Chief Executive to reach our objectives: 
Design of a bespoke process to facilitate a report on the Organisation’s Culture, including use of existing data and extensive interviews

 

Delivery of a comprehensive set of over 30 recommendations



Development of implementation plan for a sustainable improvement in culture over time, along with expert guidance on pace, sequence and priority

 

VALUE CREATED FOR THE CLIENT

Objective assessment of the organisations culture taking into account its complexity and scale

 

Clear set of actions to improve organisation culture through execution roadmap



Recommendations into enhanced organisation structure and strategy in addition to pathways to improve behavioural norms

 


CASE STUDY 4 - Large and Complex Multi-site Corporation

“Spreading the message”: building on a good culture to make it outstanding


OPPORTUNITIES IDENTIFIED

This large and complex restaurant chain with an Australian Team of 35,000 embarked on a multi-year culture improvement journey. It helped them to create one of the Organisation worldwide’s most respected business units, with an impressive and sustained performance. 

SOLUTION DESIGN AND DELIVERY

One of the keys to success was empowering every outlet manager to make a difference in their part of the business. A “culture off-site” that would never stop building and will continue spread the language of positive behaviours.  Executive to reach our objectives: 
Strategic integration of culture into organisation strategy

 

Culture measurement program with organisational action plans



Individual measurement program of behaviours with coaching

 

Engagement program


VALUE CREATED FOR THE CLIENT

Multi-year per operating profit improvement

 

Multi-year revenue improvements



Significantly reduced staff turnover at all levels

 

Improved engagement

 

Improved teamwork



Higher female representation in senior leadership

 


CASE STUDY 5 - Global Healthcare Business

Transformation of Finance Performance & Culture


ISSUES IDENTIFIED

This team possessed a range of talented, capable and dedicated people who had never been galvanised by a vision or methods to leverage the knowledge and resource of others across the group. In addition, the team were not considered ‘partners’ to the business and were typically reactive to their requests, adding little value beyond the delivery of a report or completing a task.
Supported by a fantastic finance leader bringing a new vision to the table, this team needed a deeper focus on business partnership and execution of critical projects to enable the vision.
A well-considered program journey was developed in partnership with the finance leader, which was broken into two phases.

SOLUTION DESIGN AND DELIVERY

Phase One:

This phase involved the design and implementation of a suitable workshop journey based on the goal for the finance team to build skills and focus towards the ‘highest value’ opportunities, which included:

Stakeholder empathy and business partnering foundation

 

Modelling and problem solving with visually engaging tools

 

Robust communication skills for influence and partnering


Self-leadership



In Phase 2, to increase ownership of the new vision, the team was put outside of their comfort zone with the development of ‘Mini MBA Projects’. During this process, the team was challenged to tackle genuine business problems. This added value to the organisation and embedded a new business-focused and critical problem-solving mindset in the team.

VALUE CREATED FOR THE CLIENT


The team was acknowledged by non-finance business leaders for a genuine change and impact to business units and their performance

 

The finance team demonstrated creativity and the capacity to tackle problems well outside of the constraints of finance

 

A range of operational problems were unblocked for business units across the company


The ‘culture of partnership’ was enhanced, including an extreme brand change, setting the foundations for future uplift


CASE STUDY 6 - High Profile Australian University

Transformation of Finance Team Culture including Genuine Business Partnering and Value Creation


ISSUES IDENTIFIED

Like most progressive organisations, this University has been in a phase of significant change, impacting all areas of the organisation. While the finance team had laid better foundations in areas of process and systems, leaders of the organisation sought stronger and genuine ‘business partnering’ based around consulting in critical decision making by finance and operations, as opposed to a transactional and task-focused approach.
Ultimately, this was to improve decision making, collaboration and eventually unlock new value in the path towards achieving the University’s strategic objectives.

SOLUTION DESIGN AND DELIVERY

After a range of briefing and diagnostic sessions with leaders, the goal established was to develop a “Culture of Partnership”, as opposed to simply introducing ‘skills’. 
Capturing a shared understanding of the desired vision with finance leaders (initial cohort)

 

Undertaking of a current state review of survey data from partners (stakeholders)



Development and provision of a stakeholder-centric and value creating ‘behaviours framework’.

 

Development of a business partnership ‘self-assessment’ tool.


Design and delivery of a 9-month learning journey with highly impactful facilitators.

 

Inclusion of ‘Action Learning’ for ongoing problem solving and application of new concepts.


Development of a critical project for each program participant to ensure learning was exercised with their stakeholders and value creation was racked and captured.

 

Introduction of a ‘Business Partnership Planner’ (basic CRM tool).


VALUE CREATED FOR THE CLIENT

Raised Business Partnership measures across all areas engaged, as measured by stakeholders, not in self-assessment.

 

Finance teams a repositioned with a ‘seat at the table’ in the majority of leadership groups



New and high value projects initiated, developed and delivered by program participants, creating unexpected solutions and value for the organisation.

 

Raised Business Partnership measures across all areas engaged, as measured by stakeholders, not in self-assessment.

 

Finance teams a repositioned with a ‘seat at the table’ in the majority of leadership groups



New and high value projects initiated, developed and delivered by program participants, creating unexpected solutions and value for the organisation.

 


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