Large successful financial firm dedicates time to strategic planning. CS001

Large successful financial firm dedicates time to strategic planning. CS001

Situation

Preiser Consultants was retained by one of the world’s largest and most prestigious accounting firms to facilitate a 2-day high-level strategic planning session.

Interventions

  • Planned and facilitated a 2-day, offsite retreat for 40 partners
  • DiSC for managers
  • Various team building exercises

  • Strategic planning

Results

Organizational: Development and execution of a strategic integration operational plan (SIOP)
Empirical observations: Enhanced communications, delegation, collaboration, and engagement
Reported: Increased morale

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