CLIENT CASE STUDIES AND TESTIMONIALS
A Board Review for a Community Interest Company, delivering private and NHS health services.
A Board Review for a Community Interest Company, delivering private and NHS health services.
A Board Review for a Community Interest Company, delivering private and NHS health services.
Background and Challenge:
Our client which delivers private and community health services through an award winning, employee owned, social enterprise, wanted to review the effectiveness of its Board. Having recently become an independent stand-alone business it wanted to make sure that it was equipped to take on the changing nature of the healthcare and denistry marketplace and the financial, quality and reputational issues that it faced.
What we did:
We worked on refocusing the Board, by getting it to refresh the Vision and Mission of the business and the consequences of this for the Board. We highlighted the need for the recruitment of additional Board members and reassessed the approach of the Board to the leadership of the Business. We also worked on changing the perception of the Board amongst staff.
What was the result:
We produced a blueprint for the Board and the Company as a whole, which included refreshed Vision and Mission Statements, a 3 year’ plan, a stronger Board and improved perception of the Board amongst its employees.
“John identified that our Board needed a refresh and made it happen for us. The result has been a transformation in the make-up and approach of our Board resulting in improved operational and financial success” Client CEO
A Financial publishing company operated by 5 shareholder/directors, which had lost its way.
A Board Review for a Community Interest Company, delivering private and NHS health services.
A Board Review for a Community Interest Company, delivering private and NHS health services.
Background and Challenge: Our client, a longstanding media/publishing company which owns and operates some leading titles in the financial services sector was looking for a Board Reboot and Refresh to introduce a new dynamic approach to its Business. The Board was conscious that the business had been treading water and wanted to explore its true potential. Assessing the input and motivation of the Director owners and rebooting the Company’s Vision was a key objective.
What we did:We worked on refocusing the Board and helping the shareholder/directors to look at themselves and their individual motivations for being in business together. We helped them to redesign their respective roles and inputs to the business and worked with them to refresh the Vision, Mission and core structure of their business.
What was the result:We produced a blueprint, setting out the key roles and responsibilities of each shareholder/director and for their key managers and other staff in the business. The blueprint included a refreshed Vision and Mission Statements for the business.
“John identified that our Board needed a refresh. We were treading water for a number of years, and as a result our business was not fulfilling its potential or the aims and objectives of each of the shareholders. John repositioned us and gave us renewed energy and ambition”Client CEO
A recognised Building Society, needed specialist Board advisers to run its triennial Board Review.
A recognised Building Society, needed specialist Board advisers to run its triennial Board Review.
A recognised Building Society, needed specialist Board advisers to run its triennial Board Review.
Background and Challenge:
Our client, a regional Building Society with a strong reputation prided itself in maintaining an up to date understanding of the effectiveness of its Board and the impact that this has on the services that it delivers to its customers. The Board wanted to develop a bespoke approach to its Board Effectiveness Review with some strong recommendations for the future operation of the Board.
What we did:
We worked in close consultation with the Chair, SID and CEO to develop the bespoke approach requested which exactly met all of their requirements for the exercise. We engaged with all Board Members conducting ‘one to one’ interviews . We prepared and presented a final report which included an 11 point action plan.
What was the result:
The final report resulted in a value add 11 point action plan focusing on the continuation of the development of an effective Board at the Building Society.
“We were uniformly impressed with how Ian carried out the process from start to finish, engaging with all Board members on a personal level to ensure that the process provided effective and actionable feedback. Viewed as a very worthwhile and valuable exercise.”
Client CEO
A land and property regeneration company wanted to conduct its first external Board evaluation.
A recognised Building Society, needed specialist Board advisers to run its triennial Board Review.
A recognised Building Society, needed specialist Board advisers to run its triennial Board Review.
Background and Challenge:
Our client, a leading land and property regeneration company operating in the midlands and north of England was looking for advice and guidance in relation to external and independent Board Evaluation for the first time. Setting the scene and identifying the key issues to focus on was a major but albeit satisfying challenge.
What we did:
Our aim was to run a seamless process from start to finish, so as to give, our client, a clear and positive understanding of the intrinsic value to any organisation of regular Board Evaluation. We built a strong rapport with the directors, conducting ‘one to one’ interviews and other discussion sessions. The importance of giving honest feedback was central to our communication of the process and the value to the Board of undertaking the exercise.
What was the result:
We produced a report and carried out a presentation explaining our key findings and recommendations all of which were implemented.
“We engaged Ian to undertake our first external Board and Committee evaluation in 2018. The process was seamless from start to finish. His report and presentation to the Board was clear and focused, identifying a series of practical recommendations, all of which we have now implemented. I have no hesitation recommending him to others”
Client Group General Counsel