Strategic Planning and Organization Alignment for Insurance Group
Consulted to the leadership of a group of co-owned insurance companies in eastern Africa, in developing a strategic plan, acquisition strategy, market analysis, product redefinition, business process streamlining, downsizing, and HR strengthening. The goals were to strengthen a mature company that was gradually losing market share and profitability and which had lost its competitive edge and position in the marketplace. Consulting assistance included design and facilitation of the strategic planning process, design and ongoing support to the market analysis and product definition task forces, ongoing coaching of the executive team, facilitation of offsite leadership team retreats, assist in design and staffing of HR function and development of HR strategy. Results: successful transition to new, three member executive leadership team, new product mix on the market, new product delivery process online, HR development and retrenchment strategies implemented, business processes simplified.
Region-wide Strategic Change Program
Led a consulting team in the design, facilitation, and implementation of a change program in a region of an international organization. The change initiative included soliciting inputs from business clients, developing a statement of regional values, business strategy and scorecard, simplifying business processes, designing new client interfaces, developing a new organizational structure, designing leadership and management jobs, developing a regional approach to teamwork, aligning incentives with desired outcomes, and building regional change management capacity. Consulting assistance included developing the methodology for the change initiative, providing the conceptual models, structuring tasks, managing interdependencies, developing the communications and engagement strategy, managing involvement of senior management, coaching senior managers, facilitating decision meetings and retreats, providing access to outside resources. Results: mission, vision, business strategy implemented, organizing principles accepted, major processes streamlined, new structure implemented, strengthened capacity of leadership team, accelerated decentralization, management roles redefined, budget and IT support rationalized.
Strategic Planning for Risk Management Organization
Consulted to the leadership of a risk management organization handling $22B per year, in developing a strategic plan, succession plan, and enhancing capacity of the leadership team. The goals were to reposition the organization in its primary market, support the leadership team through a leadership transition, and increase the organization's capacity to influence its environment. Consulting assistance included design and facilitation of the strategic planning methodology, developing engagement and communications strategies for the organization, designing and facilitating a benchmarking process, coaching of senior executives, facilitating decision meetings and retreats. Results: strategic plan developed and implemented, influence strategies developed, seminars for senior clients and partners delivered, success indicators developed.