Corporate Retreat
PROJECT:
Silicon Hills Wealth Management requested a corporate retreat based on team building. After adding a new hire, I partnered with another consultant they had previously worked with to round out their transition.
CLIENT CHALLENGES / PAIN POINTS:
To gain a better understanding of the unique strengths and values each team member brought to the team.
Determine how they could best work together to create even more success.
Recently hired a new team member.
Desired clarity and connectedness.
IP SOLUTION:
Comprehensive Discovery to gather full scope.
Collaboration with legacy consultant to understand her relationship to business.
Extensive planning and teamwork with legacy consultant.
Facilitated six hour corporate retreat with strengths growth mindset value and culture work.
Continued engagement for quarterly professional development workshops and individual coaching for team.
CLIENT FEEDBACK:
“We have a small Wealth Management firm in Austin, Texas. We value cultural fit and have incorporated the Clifton Strengths analysis into our team evaluation and management. We invited Caroline to participate in our latest offsite. Caroline worked seamlessly with our strengths coach Tyann Osborne while also bringing a different and valuable perspective for the team. We benefitted collectively and individually from having Caroline as part of the process. If you are looking for someone to help with team building, personal development, or just need an additional perspective to support your ongoing efforts, I highly recommend Caroline.”