Client Results Achieved by Haines Centre for Strategic Management
Industry Type | Location | Public/Private | Annual Revenue | Length of Engagement |
Credit Union (FP) | California | Public | Not-for-profit | 9 years |
From: An entity with real board/management conflict. | To: A successful, thriving entity on the brink of large growth. |
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Testimonials
“As a client for eight years, we’ve discovered that Steve’s Systems Approach is logical and effective. He has earned the respect of management and the Board.” Former CEO of Credit Union
This company had no formal planning process and was in desperate need for a strategic plan that would align the board and the management team. They had recently lost their sponsor and were facing a major identity crisis.
The first step Steve helped with was to improve the relationship between the management and the board. The process of working through the model took the focus off the personality clashes and gave them a structure within which to work. With this step, the two groups were able to start to work together. They changed their name, their sponsorship, and their strategic direction, from a corporate sponsored entity to a community-chartered credit union. It also provided a process to document the strategic plan that the management could take to the staff and communicate the new direction and helped to get them all working together.
A major learning for this organization has been to keep the strategic plan in mind at all times. Steve has shown them how to not only focus on the tactical, but also to think every day about how their actions relate back to their strategic plan.
One of the major decisions made was to sell of the credit card portfolio. The board strongly resisted this decision. The Centre’s approach to planning allowed the management team to educate the board on the benefits of this decision, and show them how this would have a positive impact on the members. “Steve has a great way of managing the facilitation process. We had to make some difficult decisions, and many people did not agree with our direction but remained silent. Steve asked the right questions and if a senior person was being passive-aggressive, he called them on it. He has a way of bringing hidden issues to the surface – he is very intuitive that way. Plus, he will keep at it until everyone has been heard and the group reaches consensus.” (COO)