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.

Results
In twelve to twenty four-months:

  • $3 million in year 1 additional profits.
  • $10 million in year 2 additional profits.
  • Development of new critical processes.
  • Validation of several key current state processes.
  • Identification of new high potential market opportunities.
  • Recognition and promotion of several very high potential new leaders in the company.

ROI-Based Leadership Development

Related Information

We reviewed the top Leadership Development offerings and selected LSA’s 12-month Leadership Program based upon the value and systemic approach.

The feedback on the program, approach, and results was phenomenal. While other programs may be better known, the other options were more theoretical and did not compare in terms of LSA’s practicality, quality, and results.

We could not be happier.

Stacey Porter
Senior Manager Learning and Development

Roche

For our go to training outsourcing partner, LSA provides exactly what we want and need – which is not an easy task.

As always, they design and deliver outstanding leadership development results and high quality management training programs that totally align with our unique business and talent strategies!

Elizabeth Siebert
Director, Organizational Excellence & Development

Intuit

Working on our HR Strategy was so eye opening.  I feel so much better prepared to be successful as a leader individually and collectively.

Now the entire HR leadership team can drive our growth strategy forward in a way that makes sense.

Kristin Talastas
Director, HR Shared Services

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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

LSA exceeded all my expectations.

We interviewed 7 potential training and consulting partners and selected LSA due to their expertise, flexibility, and breadth and depth of leadership solutions.

We were able to design a highly customized, focused, and relevant management training program that fit our unique needs.

Our leaders and managers galvanized as a team and are better prepared for the rigors of a leading their teams in a very competitive and fast-changing market.

Mitch Mandich
CEO

Edify

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

LSA consistently delivers for me and my team.  Recently they demonstrated the criticality for executives to look beyond current ethics topics and focus on applying fundamental values in everything they do to demonstrate true leadership. They successfully delivered in two hours what most leadership development facilitators would spend an entire day trying to communicate.

Nick Voyvodich, SPHR
HR Manager

Fujitsu

In my years working with LSA, it seems like I’ve had proven and thoughtful experts at my fingertips to help me identify and deliver the right solutions to satisfy our unique needs.

The entire LSA team has become a trusted friend of Actel — ensuring we provide state-of-the-art coaching, leadership development, and management training programs to meet our complex and ever-changing business and people needs.

Linda Mitchell
Training Manager

As a high growth agency with cutting edge talent, we hired LSA Global to help clarify our strategy and work with our executive leadership team to help implement strategic changes in a way that made sense for our unique culture.

The work was so successful that we also hired them to coach our key leaders. LSA has been instrumental in helping us transition to a new leadership team and triple revenue.  In this age of useless consultants, I highly recommend their practical and business-oriented approach to strategy, culture, and talent.

David Bentley
General Manager

AKQA

LSA’s action-learning leadership approach has been very beneficial to me, our leadership team, and the entire organization.

The balance of development and results has been excellent.

We have made huge progress, and I was also able to identify 2-3 high potentials while having the extra benefit of people stepping up to carry key strategic projects forward.

The experience was better than anticipated.  I could not be more pleased.

Heather Feltman
President & CEO

LSS

We partnered with LSA Global to help us invest in our people. LSA custom designed an impactful management curriculum to help upskill our key managers and leaders.

We consider LSA to be our trusted learning and development partner and a valued extension of our team as we rapidly scale.  Thank you LSA!

Lisa Bruun
SVP Human Resources

Ellie Mae

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

After a difficult search to find a partner that could address a very specific leadership development need, we chose LSA Global. They were responsive to our needs and created a highly customized solution that we continue to see results from. It is nice to know we have access to their expertise with a simple phone call.

Valerie Blackburn
Director of Business Operations

LSA worked with our Executive Leadership Team to help create strategic clarity and alignment as we look to increase our growth rate and unlock innovation.  They masterfully handled very complex, challenging, and high stakes leaders, decisions, and cultural nuances to help us identify what matters most and move toward one unified direction.

Their practical, straightforward, and client-centric approach was refreshing.  I highly recommend them to any executive team looking to get aligned to create even higher performance.  They are lights out awesome!

Patrick Resk
Chief Financial Officer, Partner

Porter-Novelli-Logo-LSA-GLOBAL

Having taken on a new executive leadership role, one of my first calls was to LSA Global to help my leadership team to design, implement, and cascade clear strategic plans.  First, LSA helped our leadership team identify the strategy, culture, and talent areas that mattered most to create organizational alignment.

Then they helped facilitate the design of a strategic growth plan that is clear, compelling, believable, and implementable. We now have 100% commitment from an aligned leadership team and key stakeholders going forward.

I would recommend LSA to anyone who wants to create high levels of strategic alignment, growth, and performance.

Erik Arvesen
Vice President, General Manager

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