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Aligning leadership to transform the business model and drive change

“This is the kind of meaty project I love to sink my teeth into.  To help the organization shift from fear and overwhelm to clarity and new enthusiasm in a matter of months was a truly collective effort—and accomplishment."
- SE


Nonprofit health and retirement benefit organization serving 15,000 members, $10B assets under management, 200 employees

Key Business Issues

Declining membership, a changing marketplace and the risk of losing key talent created an urgent need to transform the business model and explore new markets to grow

Key Leadership Challenges

  • Needed to align leadership team to innovate after decades of functioning the same way

  • Needed to get leaders from across the company talking to each other to envision a new future and solve critical business problems

  • Needed to roll out a program to develop all leaders and teams and craft an appropriate narrative about the new form of leadership

Services Provided

  • Organization development, people strategy design, and reorganization

  • Leadership program design and facilitation

  • Leadership development and coaching

Articulating the Value

Sherry’s value has been three-fold:

  1. Executive level—She formed one-on-one relationships with the C-Suite and became a trusted advisor.  She challenged their thinking when nobody else was in a position to do so.

  2. Small teams—Sherry takes diverse groups and facilitates discussions. She teaches a new language, guides the organization in a new way and establishes internal to-dos.  She acts as a structural leader.  

  3. Enterprise—Sherry helps maintain momentum; you feel safe and like she’s a trusted confidante, she provides feedback, and brings an intuitive professionalism.

--Senior Director, Organization Development 

Business & Human Impact

  • New markets identified and the company is reorganized and positioned for growth

  • Culture scores jumped from the lowest to highest in being a “learning organization”

  • The COO/CFO won Leader of the Year award for driving change and innovation

  • Cross-functional problem solving and collaboration in new forums is driving culture change

  • More efficient communication and decision-making across the organization

  • Greater personal accountability–starting with leader as change agent first, then modeling what asking from others

“Sherry was instrumental in creating urgency and building momentum."

“Sherry has helped transform our organization. We would not be where we are without her help and guidance.”

“Her methods have been wildly successful.”

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