$25B Financial Holding Company

Client

Office of the President

Problem

In order to fulfill a unique value proposition to their regional market customers, the firm wanted all of their representatives to work together cooperatively in driving overall business. This was particularly challenging since each one was responsible for a different line of business which reported separately and distinctly through the organization. There was no alignment on goal-setting, business planning, incentives, compensation, or communications.

Deliverables

The Medlin Group designed, developed and delivered a leadership forum focused on establishing a mutual game plan based on team orientation, trust, behavioral attributes, decision-making motivators, common values, joint vision, and mutually agreed actionable plans.

In addition to the group feeling confident that successes for the bank and for themselves were substantially greater when achieved on a team basis versus an individual one, the forum also produced critical precursor outputs and decisions which the team needed to take back to the firm’s senior leadership The team discovered that that they needed to invoke the involvement of the executive leadership to break down political and financial barriers internally so the team could successfully deliver on the business plans they devised.