Case Study: Strategic Planning
Creating a shared view of the future for a changing team
Multinational Pharma Company — Account Management + Sales Team
the Client NEed
With a new leader, the team was facing larger territories, increased responsibility, team turnover and a need for true account management within a more complex marketplace, the team needed a new strategy and full team alignment on what the future looked like.
Our Solution
Through our strategy offering, the Strategic Blueprint Process, the team emerged with a new strategy; a clear sense of their direction and the role each functional team played; a new team name to better reflect their mission; and a brand identity to help share their story.
In-Person Session: Outside-In Analysis, Mission + Vision
4-hour session incorporated into a Leadership Offsite
Created the space for critical strategic discussions and alignment across LT
Virtual Sessions: Long Term Goals + Team Values
Two 90-min virtual sessions held 2 weeks apart
Synthesized team per-work grounded conversations in the team’s collective POV
Rollout: Creative Process, Launch + Pull-Through
The new strategy was brought to life through a proprietary brand identity
Each LT member introduce the new strategy to their functional team and discussed how it applies to their work through the functional deep dive deck.
We developed 3 new team-wide awards aligned to the team’s strategy and brand
client feedback
Case Study: Team Building
Supporting a L&D team into their new future
Multinational Pharma Company — Commercial Learning & Development Team
the Client NEed
Historically an L&D industry leader, this team was facing massive changes to their structure, in addition to the fast-changing L&D landscape due to pandemic shifts.
In discovery, we heard excitement but uncertainty about the future, a longing for togetherness, and a strong need for recognition.
Our Solution
We designed an in-person 4-hour experience called “This is Our Moment,” grounded in honoring the past, centering in the present, and creating a vision for the future. The experience focused on recognizing the team’s resilience, developing storytelling skills through action, and identifying key moments in the team’s future
Part One: Meaningful Moments
Video vignettes from Leadership acknowledging the team’s resilience
Participants identify and connect on their own meaningful moments
Part Two: Learning Moments
Present the neuroscience of storytelling in L&D spaces
Participants apply learning to a current role-specific project
Part Three: This is Our Moment
Provide POV on the team’s unique and exciting position for impact
Guided exercise to envision the crucial moments in the upcoming year