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Case
Studies |
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We have provided a series
of case studies to show the range and success of our company's service.
Click here to return to the
Case Studies index. |
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Organisation |
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Friends
Provident - Finance, Actuarial & Tax Department
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Background |
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In
anticipation of significant organisational change, (during 2001 the
organisation commenced the process of demutualisation in favour of
becoming a plc), it was identified as timely for the Finance Actuarial
& Tax Department to review how it was organised / functioned and
assess the quality of leadership and teamwork being practised. It
was perceived that The Finance Actuarial & Tax Team would play
a critical, high profile role and be at the forefront of "organisational
change" and therefore imperative they were well prepared and equipped
for the inevitable challenges that the future would hold.
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Project Objectives |
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Working closely with internal organisational development consultants
and functional line management, a series of "team development workshops"
were designed and implemented. These "off the job" workshops, attended
by directors, managers, supervisors and designated technical staff,
delivered within a six-month time frame, were designed as a key
"catalyst for change" and to achieve the following key objectives
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- To develop a shared vision of working together, agreeing roles,
responsibilities and contributions of directors, managers, supervisors
and team members.
- To review how the department, and individual sub-teams, were
organised / structured in order to best utilise people and resources
- To identify and agree changes in work practices and processes
required to facilitate a new set of organisational expectations
- To identify and develop business improvement opportunities which
when implemented would add value to the organisations effectiveness
and success
- To identify and agree the desired behaviours that both "leaders"
and "team members" would need to demonstrate and encourage in
the future
- To develop a series of actions required to foster the desired
team culture appropriate to enable increased levels of team and
individual performance
- To develop and agree consistent performance and behaviour expectations
towards which all team members should aspire
In order to increase the likelihood of team and individual team
member success in bringing about the desired changes in performance
and behaviour, a series of work place "support initiatives" were
also implemented. These work-place sessions enabled focussed follow-up
on work-place issues / opportunities and facilitated the successful
introduction of new skills, behaviours and processes into the workplace.
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Project
Outcomes |
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The "team development workshops" and the "work place follow-up"
combined to provide a rich and potent catalyst for team and individual
team member change. The team and it's individual team members were
equipped with a comprehensive portfolio of strategies, tactics and
tools to assist / support them in tackling the many and varied organisational
challenges which they would experience.
A number of specific outcomes were achieved, which were perceived
as critical in laying down the foundation for future team and individual
team member change and would manifest in significant performance
improvement :-
- Commitment to a commonly agreed vision of how the team would
be organised and structured
- Agreed understanding of the business priorities fundamental
to success
- Common understanding of performance expectations of the team
and individual team members
- Commitment to a set of principles and practices regarded as
imperative to improving the quality of leadership & teamwork
- Mutually agreed shared expectations of both "leaders" and "team
members"
- Team and individual action plans to implement a number of identified
"business improvement opportunities"
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