Transforming a Leadership Team: A Case Study

A DSO leadership team faced challenges with staffing shortages, underperforming clinical staff, and shifting priorities. Heidi was brought in to help the team develop a cohesive action plan and achieve measurable improvements in performance and revenue.

Heidi began with individual meetings with each team member to understand their perspectives, challenges, and goals. Following these 1:1 sessions, a one-day working session was facilitated with the entire leadership team to develop an action plan and set measurable goals.

After the working session, the leadership team implemented the action plan and strategy, with monthly check-ins to monitor progress and make adjustments. The intervention led to a 11% improvement in revenue in the first quarter, followed by a 6% increase in the second quarter, and a 5% improvement by the third quarter.

This case study illustrates the transformative impact of strategic leadership advising in fostering organizational growth and success.

Client: DSO Leadership Team

Objective:

The leadership team of a DSO was facing challenges related to staffing shortages, underperforming clinical staff, and shifting priorities. The objective was to help the team overcome these obstacles, create a cohesive action plan, and achieve measurable improvements in performance and revenue.

Approach:

An experienced leadership advisor was engaged to work closely with the leadership team. The process began with individual meetings with each team member to gain insights into their perspectives, challenges, and goals. These 1:1 sessions helped assess the team dynamics and identify areas needing improvement.

Following the individual meetings, a one-day working session was facilitated with the entire leadership team. During this session, the team collectively worked on developing an action plan, execution strategy, and set measurable goals to address the identified challenges and improve performance.

Implementation:

After the working session, the leadership team began implementing the action plan and execution strategy developed with the advisor's guidance. Monthly check-ins were scheduled to monitor progress, address any roadblocks, and make necessary adjustments to the plan.

Results:

The impact of the intervention was significant. In the first quarter after the implementation of the action plan, the team saw a remarkable 11% improvement in revenue. This positive trend continued in the second quarter with a 6% increase in revenue. By the third quarter, the team was on track to achieve a 5% improvement in revenue, showcasing sustained progress and growth.

Conclusion:

Through a combination of individual assessments, team workshops, and ongoing support, the advisor helped the leadership team overcome their challenges, align their efforts towards common goals, and drive tangible improvements in performance and revenue. This case study highlights the transformative power of effective leadership advising in driving organizational success and achieving measurable outcomes