A six-month engagement to build leadership capabilities and business management systems that support sustained accelerated growth in both people and revenue.
IOCI performed an on-site assessment over several days to assess leadership capabilities and business management systems. The review results provided insights into gaps and opportunities that once addressed would serve as a platform to not only support the current level of growth and client acquisition, but to enable a sustained accelerated pace. Our review focused on:
Leadership – identified the expanded capabilities the executives neededtolead the team and the organization’s growth. For example, they needed:
Routines to communicate strategy, clear business outcomes and results.
Routines to stay connected with staff, coach them along the way and move the team in a collective direction well defined by leadership and in alignment with business objectives.
Role clarity, accountability and a clear focus on customer experience and business results.
Coaching on how to manage through change, conflict and to build new capabilities the business environment demands.
Organizational structure – assessed and recommended changes based on doubling workforce size, and considered appropriate supervisory roles to drive accountability, efficiency and a concentrated focus on business outcomes.
Business management systems/operations management – the area for most notable improvement opportunities was in measuring and monitoring results and injecting operational discipline and rigor into the firm’s day-to-day management.
Human capital management – offered insights into outsourced options for recruiting/onboarding, payroll and benefits, including health care and 401k, which were either not offered or not comparable to competitors. Once implemented, these benefits resulted in a big boost in employee morale and commitment to the firm. It also improved and clarified HR protocols and heightened awareness of risk and compliance considerations for human capital management.
Intensified focus on leadership dexterity, clarity on what the firm is collectively striving for long term, more visibility into progress toward desired business outcomes and a clear and common understanding of operations and processes that enable premier customer service.