Financial Services Team | Collective Change Institute
Case Study
Financial Services Team
“Finding Our Groove”
To establish a more bonded team who would find their groove all while having to adapt to the new business environment.
Case Study
Financial Services Team
“Finding Our Groove”
To establish a more bonded team who would find their groove all while having to adapt to the new business environment.
Introduction
This is a team of agents serving an established insurance organization. CCI was recommended to work with them during the Covid period. A small team of 6, they were struggling to adapt to new ways of working due to Covid. During the briefing call with the Agency lead, she revealed her challenges with some of the team members.
Objectives
The study focuses on achieving the following outcomes,
- To establish a more bonded team who would find their groove.
- Having to adapt to the new business environment.
The Intervention
CCI structured a series of 4 team coaching sessions each 1 month apart.
In the first team coaching session, the team was briefed on the purpose of the engagement, and then asked what would be most valuable for them as a team to emerge as at the end of the 4 sessions.
At the start of every session, the team’s purpose would be brought up, and they are empowered to set the session’s topic and objective to get them closer to this goal in mind. Team coaches facilitated the discovery-led dialogues where each member was empowered to respond freely and honestly to the topics, and to each other.
Examples of topics were:
- Why they are doing this with each other?
- Where are they stuck?
- What ways of working would support everyone's needs?
Examples of topics were:
- What their motivations and aspirations are?
- What does the team bring in to support each individual?
Outcomes
Having journeyed through these key questions together, the team left with closer and ‘tighter’ relationships.
- Clear vision at a personal level
- Clear co-created agreement of how the team wanted to work together
- Clear articulation and understanding of the value of the team
- Appreciation and understanding of how the team as a collective supported them in their personal sales activities
- Increase in individual confidence
- Renewed loyalty to the team members
