A Midwest insurance and professional services firm was challenged with implementing an upcoming strategy because of its lack of unit-level plans. Partnering with Bâton Global (B|G), they established a strategic planning system focused on a hierarchy of high-level initiatives and unit-level plans that aim to cultivate a performance-oriented culture.
This financial services firm headquartered in the heart of the Midwest is committed to delivering financial dignity to its clients. Guided by its principles of excellence, it is dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.
The company faced a dilemma as it concluded a three-year strategic plan without a clear implementation strategy. This lack of unit-level plans hindered goal accomplishment and effective strategic execution.
Collaborating with B|G, the company adopted a strategic planning system. Insights from existing strategies, "Think Big" sessions, and organizational culture enhancements propelled the creation of three high-level initiatives. This innovative approach steered the firm toward a performance-driven culture and robust strategic processes, empowering emerging leaders and successfully implementing key initiatives like "Vision, Mission, and Values."
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