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Financial Services

Client Description: Financial services

Service Delivered: Team development

Summary of Process: An existing team had an ongoing series of issues regarding team dynamics, morale and performance despite efforts to manage these issues directly.  Management recognised that historical issues, strong personalities and difficulty understanding the core issues behind ongoing conflict and tension within the team needed to be understood if progress was to be made.  It was recognised that an independent third party would be able to explore and clarify these issues more effectively than an internal investigator/consultant.  An initial team meeting with our consultant to introduce the process, answer questions, and begin building relationships was followed by one-on-one confidential interviews over the following 2 weeks with all team members.  This provided team members an opportunity to have their say, and the consultant an opportunity to seek clarification, accountability, and evidence on the issues raised and suggested solutions.

Outcome for Client: A comprehensive and detailed report on the key issues causing lack of team cohesion and morale, distrust, and frustration.  The report provided both positive and negative feedback from team members, and practical and relevant solutions linked to the key issues of importance.  Team members participating found the process a useful and valuable opportunity to have their say whilst recognising that the focus of the consultants work was on identifying solutions to issues that could be changed.  Management found a framework around which they could confidently develop the team based upon the core issues identified, therefore ensuring relevance and acceptance of initiatives and apropriate use of resources and time.

 

 

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