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Transforming leadership during major change: a global financial institution success story

Case study

An international financial agency

Conditions
Conversations
Impact

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

  • Leaders needed support transitioning into new roles during organizational restructuring.

  • Management performance and career development required strengthening.

  • Cross-cultural leadership capabilities needed enhancement for global operations.

  • Change management skills were essential for implementing the new operating model.

  • Team effectiveness needed improvement during the transition period.

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Solutions

May &Co. designed and delivered a comprehensive executive coaching program featuring:

  • Pre-and-post-engagement assessments to measure progress.

  • Individual coaching sessions tailored to each leader's needs.

  • Virtual coaching platform for convenient access.

  • Psychometric analysis for data-driven development.

  • Implementation of proven models including:

    •   Kegan/Lahey's Immunity to Change.

    •   Watkins' The First 90 Days.

    •   Early/Ang's Cultural Intelligence Model.

 

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:

  • Careful coach selection through chemistry sessions.

  • Three-way alignment meetings with supervisors.

  • 6-12 hours of flexible coaching time per leader.

  • Regular progress reviews and feedback collection.

  • Data collection for organizational insights.

 

Results

The program delivered exceptional outcomes:

  • 4.9/5 average rating for goal achievement.

  • 4.9/5 rating for coach support and relationships.

  • 100% of participants reported significant skill improvement.

  • Strong qualitative feedback highlighting practical value.

  • 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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Phases
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