28 May Case Study: Improving Team Effectiveness at a Global Fintech Company
How might we guide leaders in having essential conversations for better team effectiveness?
At A Glance:
CLIENT:
A global fintech company
TIMELINE:
3 months
PROJECT TYPE:
Culture + Change
DECISION MAKER:
Head of Talent and Development
FUNCTION:
HR + People Team
[We] just wrapped the [two modules] and it went so well!! Really, really strong impact for this leadership team and we’re hearing great feedback. Thank you all again for all the work you put into this program and the thought-partnership! I felt so proud to have delivered such a thoughtfully designed experience.”
Talent and Development Partner
The Challenge:
As a rapidly expanding fintech company, our client was experiencing some growing pains when it came to cross-functional collaboration, decision making, and efficiency. To help address these team effectiveness challenges, the Talent & Development team turned to The Design Gym. They asked us to design and pilot a series of five workshops for their leadership teams and then productize the modular assets to be scaled across the organization.
The Solution:
Discovery
We leveraged the client’s existing research and insights in addition to select one-on-one interviews with team leaders. This lean, data-driven discovery informed the project success criteria, use cases, and constraints in our design brief. It also helped us identify the highest impact team effectiveness topics around which to design the workshops.
Design
We took an agile design sprint approach to creating the content for the five workshops. By leveraging feedback loops and rounds of iteration, we accelerated the development timeline significantly. We gathered input from a range of internal stakeholders and piloted the workshops to collect real time feedback on the framing, prompts, and activities. This approach helped validate the value of these workshops for busy, performance-focused leadership teams before investing in scale.
Delivery
In preparation for scaling the team effectiveness workshops across the organization, we templatized all the assets and integrated the client’s visual brand and style guide. This ensured future facilitators could easily customize the materials for use with any leadership team. Since the experience’s success hinged on its facilitation, we also created a facilitator guide. This resource included checklists and best practices to support those who would be leading the workshops in the future.
The Results:
- NPS of 100 (net promoter score)
- CSAT of 77% (customer satisfaction score)
- 5x Team Effectiveness Workshops designed for leadership teams
- 26 templates produced including a facilitator guide for when and how to use them
It was important for the team to come together. I appreciate the opportunity… to unpack some meaty topics that have been on people’s minds.”
Head of Talent and Development
Additional inspiration: Learning from Crisis: 5 Teaming Takeaways
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