Case Study

Using Predictive Index to Strengthen Strategic Planning

Introduction

A specialty property and casualty insurance company partnered with Bâton Global (B|G) to strengthen leadership alignment and support business planning during a period of change. The engagement brought together B|G’s expertise in strategy, leadership, and organizational performance.

The Story

As the company defined its future direction, its leaders recognized that achieving their shared vision would require an executive team equipped to collaborate effectively. How leaders communicated, made decisions, and worked through different perspectives would be critical to moving that vision forward.

The Challenge

Leaders needed greater awareness of their own behavioral tendencies, how colleagues experienced them, and how those dynamics could affect their work together. They also needed a practical way to apply that understanding within the business-planning process.

The Choice

B|G introducedPredictive Index (PI) and helped the executive team translate behavioral insights into action. Leaders explored their individual and relationship profiles, while B|G used the findings to create behaviorally diverse planning groups and equip facilitators with targeted prompts. This integrated approach encouraged leaders to examine their natural tendencies, consider different perspectives, and strengthen the business-planning process.

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