
Transforming leadership during major change: a global financial institution success story
Case study
An international financial agency
Executive summary
A leading international financial institution partnered with May &Co. to support 40+ leaders through a critical operating model transition. The executive coaching program achieved outstanding results with a 4.9/5 satisfaction rating, strengthening leadership capabilities and driving successful organizational change.
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Introduction
The institution, a global financial services leader, faced significant challenges as it implemented a new operating model. Leadership recognized the need to equip their senior team with enhanced capabilities to navigate this transition while maintaining operational excellence.
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Challenges
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Leaders needed support transitioning into new roles during organizational restructuring.
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Management performance and career development required strengthening.
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Cross-cultural leadership capabilities needed enhancement for global operations.
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Change management skills were essential for implementing the new operating model.
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Team effectiveness needed improvement during the transition period.
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Solutions
May &Co. designed and delivered a comprehensive executive coaching program featuring:
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Pre-and-post-engagement assessments to measure progress.
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Individual coaching sessions tailored to each leader's needs.
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Virtual coaching platform for convenient access.
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Psychometric analysis for data-driven development.
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Implementation of proven models including:
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Kegan/Lahey's Immunity to Change.
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Watkins' The First 90 Days.
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Early/Ang's Cultural Intelligence Model.
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The program followed a structured 12-month journey with clear phases:
1. Initial setup and matching with expert coaches.
2. Goal-setting aligned with organizational objectives.
3. Regular coaching sessions with progress tracking.
4. Ongoing evaluation and measurement.
Implementations
The program rollout included:
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Careful coach selection through chemistry sessions.
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Three-way alignment meetings with supervisors.
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6-12 hours of flexible coaching time per leader.
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Regular progress reviews and feedback collection.
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Data collection for organizational insights.
Results
The program delivered exceptional outcomes:
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4.9/5 average rating for goal achievement.
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4.9/5 rating for coach support and relationships.
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100% of participants reported significant skill improvement.
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Strong qualitative feedback highlighting practical value.
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Successful leadership transitions during organizational change.
Conclusions
The partnership between May & Co. and the financial institution demonstrates how data-driven, human-centric coaching can transform leadership capabilities during major organizational change. The program's success validates our approach to combining analytics with practical leadership development.
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Ready to transform your leadership team during times of change? Contact May & Co. for a consultation to discuss how our proven coaching approach can support your organization's success.
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