Case Study

Creating a Shared Understanding of Purpose

Introduction

A Midwest insurance and professional services company took part in a strategic planning process that revealed a significant void. The organization’s workforce lacked a sense of shared purpose. Bâton Global (B|G) intervened to develop mission, vision, and values that aligned with the organization's goals and ambitions.

The Story

This insurance provider specializes in coverage solutions for healthcare professionals, offering malpractice protection and a range of other insurance and financial products. Dedicated to superior customer service, the company delivers comprehensive solutions to support the growth and protection of professional practices.

The Challenge

Despite utilizing slogans, the company lacked documented purpose statements, which led to an undefined organizational ethos. B|G conducted assessments, engaged employees, and facilitated workshops to bridge this gap and align purpose with the company's strategic plan.

The Choice

B|G launched the collaborative process by ensuring employee involvement in crafting purpose statements. The result was a unified understanding of the company's purpose among employees, which fostered better service delivery, heightened employee engagement, and encouraged stronger bonds with customers. This alignment of mission, vision, and values laid the foundation for purpose-driven success.

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