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Case studies

Get real-life examples.

Lightbulb moments for me.
 

SAAS/Tech

Baselining leadership capability.

The business wanted to uplift leadership capability. We designed a 12 month programme focussing on seven key leadership skills.

We collaborated with senior leaders in the business to get their personal insights to share in each session as a Q&A.

Each leader was also given a toolkit to have development conversations on how they were experiencing the programme.

Some of the popular classes were Delegating Like A Pro and Giving Feedback. Each session is personalised to the needs of the business and we iterate the programme from feedback.

GOVERNMENT

Scrapping ineffective meetings.

We designed a series of trainings around effective and engaging meetings for a government organisation looking to embed their recent protocols on meeting culture.

We invited participants to do a ‘meeting audit’ and reflect on the reasons to have a meeting, along with engaging techniques to meet with others.

We partnered with senior leaders to have them share insights on how they manage their time effectively.

Feedback has been very positive and the training seen as a practical way to bring their meeting protocols to life.

 
It was useful having the team aligned as to how we issue and receive feedback.
 

HEALTHCARE

Creating a Team Charter.

We partnered with a team of 12 to help them design their own Team Charter. This included ways of working, communication styles and what each person needed from the group.

Delivered over two full day sessions, we focussed on how to bring values to life through practicing robust conversations. We spent one day creating the ‘ideal’ state then met again, three months later, to discuss how we’d gone actually living it. The final day, coming up, will focus on holding each other to a high standard of leadership.

GOVERNMENT

Building psychological safety.

We partnered with a Government agency to offer training on how to positively contribute to a psychologically safe team within ones own sphere of control.

As a result of the discussion, the organisation is looking to dive more deeply into the topic to normalise talking about psychological safety within Government.

The training was incredibly popular and the organisers said they’d never seen such high engagement.

 
A big take home for me was progress rather than perfection in conversation. It’s been really helpful to shift my mindset.
 

INSURANCE

Improving stakeholder engagement.

We helped a finance team identify how to communicate their expertise confidently and authentically, and demonstrated how to personalise their message to their stakeholder’s archetype.

After our training, the team printed out which archetype they identified with and had it on their desk to remind them of what framing to use when communicating with others.

FINANCE

Preparing for performance reviews.

We partnered with a retail bank to prepare their leaders and employees for performance milestones.

For employees, we focussed on how they could prepare a meaningful overview of their achievements and impact. For leaders, we outlined their responsibilities and how to have a growth-focussed feedback conversation.

Feedback indicated what was most valuable were the frameworks and stepping through real world scenarios.

 
It was a constructive session, people were engaged, and it was needed after many reactive years.
 

SUPERANNUATION

Building capability in a leadership team.

We worked with a leadership team of eight to create a set of Cultural Norms that everyone could subscribe to and honour.

We spent eight months together discussing how to practically live these in group sessions. In private coaching, each leader was supported with practical steps to action in their leadership.

At the completion of the programme leaders said they were attending less meetings, delegating more, and having more transparent conversations with their peers.

STEM/ACADEMIA

Having feedback conversations.

We partnered with an organisation to help 35 STEM experts confidently table a feedback conversation.

The audience was stepped through our Feed Forward Framework and asked to map out talking points for a feedback conversation. They were invited to reflect on how they could share an observation, not an accusation and how they could focus on what they could control.

Feedback from the training indicated the audience was much more confident opening a feedback conversation and less likely to be flustered when someone responded unhelpfully during a conversation.

 
I used to spend 40% of my time problem solving. Now I spend 5% as my team have the tools.
 

CYBER SECURITY

Creating a Team Agreement.

A team of 35 were looking to solidify their shared purpose. Over a half day session, the group were invited to reflect on their commonalities, their non-negotiables and their ideal ways of working.

As a result, the group were able to vote for their top needs, and leaders were informed of what the team needed to succeed. Equally, leaders were able to share their perspective and wonderfully, see the shared purpose.

A Team Agreement was drafted and is currently being circulated for feedback.

RENEWABLES

Growing emerging leaders.

We partnered with a SME to deliver essential skills for emerging leaders over eight months.

These sessions outlined the non-negotiable mindsets and tools required to be successful as a leader.

Feedback indicated people most appreciated the practical frameworks, real world scenarios and Q&A’s from leaders, which we organised.

 
I’ve already been applying some of the elements covered.
 

STEM

Adapting a complex message.

We taught 60 STEM experts how to distill their message to adapt to different audience archetypes including media, members of the public and politicians.

As a result, the group was able to capture media attention, confidently network and secure funding opportunities.

FINANCE

Keeping hundreds of employees engaged.

We partnered with a large finance organisation to deliver virtual training for 800 employees to keep them connected and engaged during the pandemic.

It was the first online programme they’d ever delivered, with over 2000 registrations throughout the training programme. Engagement and attendance scores both rose during their engagement with Happiness Concierge.

 
The framework on the performance review was very insightful, particularly the steps.
 

FINANCE

Crafting an elevator pitch.

We delivered training for 100 experts in finance to create and share their networking pitch.

Over the one hour session, people were invited to share their pitch in progress with their neighbour to get real-time feedback.

We also stepped through our Confidence Equation which dictates we need evidence, validation and self belief to come across as authentic when communicating.

Feedback indicated people loved the engaging, short, and practical session based on real world application.

RENEWABLES

Creating realistic development plans.

We custom built a series of workshops to train leaders and employees on how best to prepare for development plan discussions.

For employees, we outlined how to think of their career and their role in this organisation as facilitating their future growth. For leaders, we talked about what was expected of them, likely questions employees would have and how to manage expectations around what was realistic and doable within the organisation.

Leaders shared they appreciated having the forum to discuss ‘what to do when’ scenarios. Employees said they valued having a solid structure to think about their career and the reminder they had the power to influence their next step, even if there wasn’t always a ‘next promotion’ available in the company.

 
The team now have the tools and know what’s expected of them.
 

Government  

Encouraging ‘self leadership’.

We designed a series of ‘lunch n learns’ to give 800 employees access to modern communication skills to increase their leadership capability.

Some of the popular classes we taught were: Giving Feedback, Managing Highs and Lows and Creating Psychological Safety.

Feedback shows employees valued having a positive, engaging and inclusive optional learning session they can tap into, to link with their development plans. The programme iterates every year based on employee feedback we provide following each session.

Superannuation

Taking the lead in career conversations.

We partnered with the organisation to train 50 people to create an authentic elevator pitch.

We used our networking methodology to invite them to make their intent explicit when networking.

When their bosses shared how their team bounced into work the next day with their elevator pitch in hand, we knew they felt confident to take the next step.

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