Case Study

Transformational Leadership at a Fortune 500 Company


Financial services company with over $500 million in assets under management.


Management found sales leaders defaulted to thinking in the short-term, rely heavily on past expertise, focused on the compliance of team members, and emphasizing execution over planning. The organization desired to have inspired leaders who were driven to create strategy, inspire change, and support their teams to become transformational leaders.


Bâton Global (B|G) partnered with the organization to create and deliver a transformational leadership curriculum crafted upon the unique opportunities and challenges facing sales leaders. Leaders worked together to identify their personal leadership brands, understand where transformational leadership could be applied in their roles, and practice their critical thinking and coaching skills.


Leaders applied learnings and saw a greater ability to think critically, work collaboratively with peers , develop strategy, and empower team members to provide excellent customer service. Upon completion of the curriculum, B|G was asked to deliver the  transformational leadership curriculum to each of their individual teams.

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The scope of this project includes four main areas of activity:


Sales leaders saw changes in their business unit’s organizational design and commission structure. B|G established a shared understanding of the current state to ensure participants had the tools to lead through change.

  • Sales leaders, human resources leaders, and other members of the organization were interviewed to understand the objectives of the development program.
  • B|G conducted research to identify the business unit’s strengths, weakness, opportunities and threats (SWOT) along with industry factors influencing the group.


A development program was created to provide practical tools and applications for the sales leaders to use with their teams.

  • B|G created a program in partnership with the Learning and Development team centered around leading through change and transformational leadership.
  • The program consisted of multiple workshops, individual coaching sessions, case studies, and worksheets crafted for the unique challenges facing sales leaders.


B|G leadership coaches facilitated workshops and conducted individual coaching sessions with sales leaders over the course of three months.

  • Sales leaders created and shared personal leadership brand statements.
  • Participants identified leadership successes and challenges they had faced since large changes have been made in their business units.
  • Workshop activities provided leaders with opportunity to practical critical thinking and coaching skills.
  • Surveys were delivered throughout the program to ensure the participants saw measurable impact from the program and so adaptations could be made where needed.


Sales leaders and their team saw improved leadership, performance, and enjoyment of their everyday work.

  • Sales leaders shared delight in completing the program as they were able to take learnings from the program and use newfound tools during key leadership moments.
  • B|G was asked to deliver a similar program to the leaders’ direct reports and leaders openly support their teams during program sessions.

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