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Large
Law Firm
inTEgro
engaged all partners and associates in a multi-day offsite to re-visit
practice core values and strategies. Outcomes included action plans for
each participant and the board to close gaps between stated values and
practices, improve trust and communication, and focus on strategic plan
execution while continuing to lead busy practices.
The offsite was preceded by
focus groups, interviews and a custom survey administered and summarized
by inTEgro that focused offsite conversation and work.
Hospital
inTEgro led
multiple offsites for the new Administrator and existing senior team to
facilitate leadership transition, build ownership of a shared vision,
clarify expectations and build trust.
inTEgro
then met with the hospital board to review characteristics of strong
boards, and facilitated action planning for how the board and
administration would hold themselves accountable for effective
individual and collective contributions. Prior to the board offsite
inTEgro administered a custom board effectiveness survey to all
members, and summarized the results for board discussion.
A year
later the hospital board re-administered inTEgro’s board effectiveness
survey to determine where progress had been made and how to continue
improving.
inTEgro
also facilitated an offsite with administration and senior physician
leaders of the hospital that resulted in improved communication and
action plans for how administration and physician leaders would partner
to achieve the hospital’s vision.
Financial Services H.
R. Department
inTEgro led an offsite
for this rapidly growing company’s top H. R. team to clarify its vision,
core values and norms for working together. Participants received
individual and composite feedback using the MBTI, Firo-B and ROCI-II
Conflict Inventory to learn personal style differences, and used that
knowledge to resolve existing conflicts and address department
challenges.
A follow-up offsite confirmed
that department communication had improved and that the H. R. team was
progressing on action plans established at the first offsite.
State College
inTEgro
advised and coordinated the work of the internal strategic planning team
to re-craft this college’s mission, five-year vision and strategic
goals. For over four years the plan has served as the foundation and
guide for operational planning and budgeting. The strategic plan
appears on the college’s web page, along with steps accomplished to
achieve its five strategic goals.
All of the college’s
principal stakeholders, including students, faculty, community, alumni
and more were engaged in a cost-effective, innovative process to create
the strategic plan.
Large Health Care
Organization
inTEgro
helped this multi-facility client refine its competency model for
physician, operations and support leaders. inTEgro then created a
comprehensive Development Guide that included on-the-job, internal,
external / university-based and book / article resources for developing
each competency.
With
inTEgro’s assistance, the client is executing a model for leadership
development that integrates strategic planning, the competency model,
performance management, succession planning and development planning.
Physician Practices
inTEgro
has facilitated strategic planning, practice retreats and
problem-solving meetings for a number of privately-held physician and
specialty practices. Over the course of four evenings, one
highly-trained specialty group on the verge of dissolving their
partnership decided to continue practicing together. They established
norms for how they would work together, and followed those norms to
systematically address partnership issues and practice challenges.
Large Federal Agency
inTEgro
designed and facilitated an offsite with eighty agency leaders to review
and refine plans for significant agency process changes and
restructuring. Outcomes included shared understanding by participants
of the need for planned changes, improvements to the design based on
input, and execution plans with shared ownership.
For several
years prior to the offsite, Al Watts facilitated a number of agency
teams’ process reengineering work, and served to smooth the transitions
as new teams worked together.
Large Manufacturer
As a
sub-contractor, inTEgro helped design and co-facilitated a series of
3-day intensive leadership development workshops for approximately 200
high-level managers around the country. The workshops were highly
interactive, incorporated instrumented feedback and experiential
learning, and engaged participants in learning linked to real work
challenges in their environments.
Learning
components included change management, communication, teamwork, life /
work balance and personal leadership.
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