A cross service line ‘stepping up’ workshop focusing on internal and client leadership
Deloitte are the preeminent global professional services firm, delivering services in audit, tax, consulting, financial advisory and risk management services in over 150 countries around the globe. In this instance, the L&D team in Switzerland called us in.
Senior leaders within the firm had noticed that a promotion to manager did not always lead to a corresponding change in behaviours – people would continue to work the way they had before without grasping the ‘step-up’ expected of them. It was decided that a workshop open to newly-promoted managers from all service lines would help them re-appraise their role, and so deliver better results for themselves and the broader business.
As part of the design process we consulted key business stakeholders to gauge their expectations of new managers and so shape the content of the workshop. The design took into account the varying business contexts of the participants with a view to helping them connect through the commonality of their management challenges rather than going down the rabbit holes of their technical specialisms.
It was decided to have the first day focusing on internal management; and the second on client leadership. Cross-discipline group work encouraged new networks and broader thinking as the participants experienced a number of activities to help them step up as leaders. A keynote speaker and a celebratory dinner set them up for a rigorous second day with everyone having a client meeting, courtesy of professional role players, followed by feedback and development planning.
The workshop became distinctive in its own right with many repeat runnings, winning internal accolades and a strong demand for more. Participants reported to have:
Built their internal networks, making cross-selling much easier
Developed a broader, more commercial view of their own role
Re-engaged with their personal development
Created realistic action plans to deliver better results