ROI-Based Leadership Development: Financial Services

ROI-Based Leadership Development

Developing Leaders and Impacting the Bottom at a Financial Services Company

Client Case Study

ROI-Based Leadership Development Situation

This industry leader in the real estate investment market decided to capitalize on slow economic times by developing their existing and future leaders while simultaneously improving their business operations.  The goal of the ROI-Based Leadership Development program was to develop the next generation of leaders that would significantly grow the company and maintain the philosophy and workplace culture created by the original founders by:

  • Identifying key opportunities that would impact the company’s bottom line.
  • Executing strategies that would create a distinct competitive advantage.
  • Initiating and leading change effectively within the organization.
  • Building the next generation of leaders.

Design Principles

  • Collaboration
    Effectively utilize the collective company and industry knowledge of senior executives in different functional roles.
  • Relevance
    Provide a learning experience that was relevant to participants’ day jobs and future roles within the company.
  • Strategic
    Remain at all times practical and applicable to the overall corporate strategy so that results from the team initiatives were clearly visible to and appreciated by senior executives.
  • Business Impact
    Generate bottom line financial benefits in terms of increased revenue and decreased costs far exceeding the overall costs of the program.

Approach

An action learning leadership development format provided the foundation of the customized program. Participants worked in cross-functional teams, with a goal of providing a significant contribution to the company’s bottom line or competitive position. Teams progressed through the phases of a major project while they received just-in-time training, coaching, mentoring, and the tools necessary to succeed. The ROI-Based Leadership Development teams of three went through the following steps over a six-month time period:

  1. Identified opportunities to either drive new revenue or decrease operational costs
  2. Selected one high potential opportunity and created a business case to present to senior executives for implementation approval
  3. Led the project implementation, engaging and influencing most areas of the company
  4. Measured the results of their efforts

During the course of the ROI-Based Leadership Development project, each team was supported by an executive mentor who provided significant knowledge to the team about their project focus, company politics, and how to keep on track. Each team also had an executive sponsor—the CEO, the President, or the Chief Risk Officer, each meeting with their assigned team on a regular basis to provide strategic guidance.

At a time of change in our marketplace, LSA Global did an exceptional job helping our executive team create strategic clarity by helping us to define, clarify, and prioritize our corporate vision, mission, values, differentiation, target clients, strategic priorities, success metrics and key roles.

They beautifully navigated a very difficult and fuzzy situation, respectfully cleared out all of the cultural elephants, and shared impactful insights and leadership development theories along the way. They have transformed our business.

Laurie Sewell
President & CEO

Servicon-Logo-LSAGlobal

Thanks for your incredible patience and passion working with our leadership team to create alignment.

Your leadership and executive coaching services have been one of the most effective I’ve ever known.

Debbie Von Raesfeld
Director and HR Business Partner

AMD

We contacted LSA to help us design and deliver customized management development programs. LSA worked with us to meet our exact needs. We started at the top with our executive team.  It was such a great success that we rolled it out company-wide. We look forward to a long-term partnership with LSA Global and their team of experts.

Barry L. Byrd, SPHR
Human Resources Manager

Great job in designing the Mergers and Acquisition strategy session for our global leadership team. The session was excellent.

I gained additional insight on the importance of the role of HR regarding strategy, culture, and people in Mergers and Acquisitions and would recommend LSA to anyone looking to align strategies and cultures.

Gloria Veon
Senior Vice President, Human Resources

Fujitsu

We greatly value our relationship with LSA Global.

They focused on understanding our unique culture and helping us to move our strategic priorities forward.

LSA continues to deliver top quality executive coaching, consulting, and leadership development solutions that are highly customized for our unique situation.

I highly recommend LSA Global to anyone looking to greatly improve their leadership, management, and project capabilities.

Bonnie S. Olson
Vice President of Human Resources

LSS

LSA’s executive coach based his approach on understanding our business circumstances and strategy, as well as our leadership aspirations. The customized coaching covered all aspects of leadership; it was not simply a touchy-feely endeavor.

In fact, the focus on clear business outcomes and real life circumstances challenged me as a senior leader to develop my thinking and actions related to leading the business.”

Janet Pagano
Managing Director

Ovid

LSA has a tremendous ability to distil complex, multilayered challenges into meaningful, impactful, and clear strategies and action plans.

The time we invested as a leadership team to get aligned was well spent in gaining laser focus and identifying ways to prioritize what was meaningful individually and as a team. The facilitation and leadership style was direct, firm, and compassionate.

LSA provided the high level thinking and support for our team to co-create in a rapidly scaling business.

Bindu Garapaty, PsyD
VP, Talent and Inclusion, Diversity, & Equity

Impossible-Foods-Logo-LSAGlobal

LSA helped us design and deliver blended leadership solutions for our key leaders to help drive our growth plans in a way that aligned with our unique culture and values.

LSA understood our business, had deep expertise in the content areas, customized the leadership development programs to fit our specific needs, and delivered great results in alignment with our strategic priorities, culture, and performance management systems.

I highly recommend them to anyone looking to take their leaders and the performance of their teams to the next level.

Beth A. Taylor
Vice President of Human Resources

Thoratec

The quality of LSA’s Leadership Training Programs and facilitators is always top notch. We recognize and appreciate the hard work LSA always goes through to align to our unique culture and meet our specific requirements. Thank you for regularly going above and beyond. Your support and dedication, both on the strategic and tactical side, have been outstanding!

Anna Meyer
Leadership Development

Intuit

LSA helped us with leadership development by designing a solution to match our unique needs and culture.

It was a huge success. I would highly recommend LSA to help take leaders and managers to the next level.

Karen King, SPHR
Manager, Human Resources

Alliance Data

At the onset of our engagement with LSA, I was skeptical that an outside firm would be able to understand and dissect our organization’s highly complex and technical business challenges.

However, through the leadership team interview and strategy retreat processes that LSA utilized, they provided a fresh, innovative, and practical perspective that created tremendous strategic value and focus for our executive leadership team.

As a result, I would highly recommend LSA Global to any leader struggling with building the strategic alignment and high performance teams necessary to generate sales growth, in a way that fits their unique corporate culture.

Robert Laudati
Managing Director

L3Harris_Logo-LSAGlobal

You have become our premier change leadership strategic partner. Your expertise in the human side of change is unparalleled and enabled our company to successfully implement our ERP Solution under challenging and ever-changing circumstances.

Thank you for your practical and outcome-oriented approach.

Ted Ramlet
CIO & SVP

McKesson

LSA has been a tremendous asset at my current company and my past company.

As an HR leader, I am always looking for ways to find external resources that can provide impactful leadership and management development expertise. LSA consistently does that for me.

The tools and practices are crisp, business relevant, and easy to apply on the job.

Ken Boehm
VP of Human Resources

LSA’s approach has certainly brought value to Knight Ridder Digital. They were laser focused on our goal and determined to meet all of our Leadership development program needs. Their flexibility and commitment were keys in making our program successful.

Dipik Rai
Director of Marketing

LSA’s approach and ability to bring the right leadership and management expertise and approach to eBay has been a great asset.

They really focus on helping us succeed in any way they can and definitely lifted up our leadership and management development capabilities.

Mike Normant
Learning & Development

ebay

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