Challenge:
Attain Aggressive Performance Goals

• A global commercial finance company with more than $20 billion in assets needed help attaining aggressive performance goals.
• The client sought to attain top quartile ROE for each of its five core businesses as well as A/A+ bond ratings and a 15% overall ROE.

Solution:
Leverage Training, Coaching & 360-Feedback Programs

• The Chatfield Group developed and implemented a performance management training program that included goal-setting, coaching and feedback, and performance appraisal modules as well as a customized online 360-feedback review process.

Challenge:
Improve Organizational Structure & Performance

• A $15-million national association with 75 employees needed to strengthen its performance management process in order to address external pressures more effectively.

Solution:
Team with CEO & Directors on Broad-Based Performance Management Program

• Working closely with the association’s CEO and directors, The Chatfield Group developed a comprehensive program to improve performance that included a new organizational structure and new position descriptions in addition to a new competency model for all levels of the organization.
• The Chatfield Group also developed integrated performance management processes for the CEO and staff, training in goal-setting and performance management for directors and staff, and a 360-feedback process with development goals for key association leaders.

Challenge:
Strengthen Performance Management & Employee Retention

• “Tier Two” accounting firm facing strong competition from its larger competitors for top talent needed to address significant retention issues in order to achieve its growth objectives.

Solution:
Develop Four-Phase Performance Enhancement Program

• The Chatfield Group developed and administered an all-employee survey and an exit interview process to gather data on the causes of turnover at the Tier Two accounting firm.
• Based on our findings, we developed a competency model for development of employees at all levels, from new associate through partner, and a customized performance measurement process to provide direct performance feedback from managers, project leads, team members and clients.

Challenge:
Strengthen Executive Development

• A Fortune 500 financial institution was seeking new ways to improve its leadership capabilities.
• The Chatfield Group suggested that the firm leverage its performance appraisal process as a means to enhance management development opportunities for its executive team.

Solution:
Leverage 360-Feedback Process as Development Tool for Group Executives

• Performance appraisal for top executives included a progressive, competency-based 360-feedback process administered by The Chatfield Group as well as executive coaching.
• The Chatfield Group worked with the firm’s Human Resources group to apply insights gained from the 360-feedback process to strengthen the firm’s executive development program.

Challenge:
Facilitate Culture Change

• A top-tier accounting & consulting firm needed to gather data on a wide range of employee perceptions as part of an organization-wide effort to change the firm’s culture.

Solution:
Design Surveys for Employee & Alumni Groups

• To facilitate culture change, The Chatfield Group designed an organizational survey to gather data on a wide range of employee perceptions. The project included survey design, administration, feedback reporting and focus groups. The attitudinal data gathered provided the basis for cultural change.
• In addition, The Chatfield Group developed a customized alumni survey to gather exit information from former employees to strengthen management awareness of the need for culture change.

Challenge:
Train Process Improvement Staff

• The HR department of a large, rapidly growing packaging company needed to quickly develop and deliver a comprehensive training program for the company’s process improvement staff.
  

Solution:
Design & Implement Process Improvement Training Program

• Working closely with the firm’s HR group, The Chatfield Group developed a comprehensive training program for the packaging company’s process improvement teams that included team building blocks and both facilitator and TQM training.
• Despite tight time constraints, The Chatfield Group achieved rapid delivery of the comprehensive training program to the firm’s process improvement teams.

Challenge:
Measure Impact of Change-Management Programs

• A rapidly growing health services provider wanted to assess the impact of its efforts to facilitate culture change.

Solution:
Multi-Year Culture Assessment Project

• Working with The Chatfield Group, the company launched a series of programs to measure the success of its change-management efforts.
• The Chatfield Team designed and facilitated annual meeting with employee groups as well as focused interventions to accelerate culture change.

Challenge:
Stem “Brain Drain” from High-Profile Federal Agency

• Historically, turnover was largely a non-issue for the regional branch of a prestigious federal agency employing nearly 500 scientists, engineers, economists and other highly skilled professionals. Today, however, the agency faces major talent shortages due to an aging workforce.

Solution:
Develop Customized HR Planning Process to Address Recruitment & Retention

• To address the prospect of significant staff shortages, The Chatfield Group developed a customized HR Planning Process designed to strengthen the agency’s recruitment and retention efforts.
• The project included development of a customized competency model, management training, and training of a facilitation team to implement an organization-wide talent-assessment process.

Challenge:
Gather Baseline Data for Change-Management Effort

• A mid-sized accounting/consulting firm sought to gather attitudinal data as a baseline for change.
  

Solution:

• The Chatfield Group designed and conducted an all-employee survey to gather attitudinal data to produce a baseline for cultural change.

Challenge:
Create Process to Integrate Diverse Cultures of Acquired Businesses

• A $200-million holding company needed a performance management process to integrate the divergent cultures and business strategies of three recently acquired businesses.

Solution:
Establish Common Platform for Goal-Setting & Performance Management

• Working closely with senior management of the corporation and its acquired businesses, The Chatfield Group developed a customized goal-setting and performance-appraisal system for the holding company that included management training as well as coaching in performance management.
• To help build a common culture, The Chatfield Group defined and communicated shared values at all levels of the three acquired businesses.

Challenge:
Strengthen Performance Management of Integrated Business Units

• A Fortune 100 packaging company serving industrial and consumer markets needed to address performance management issues following the merger of several packaging units.

Solution:
Training Workshops Focusing on Process & Communications Skills

• The Chatfield Group developed and facilitated management training workshops at multiple U.S. locations of the packaging company, focusing on process basics and the core communications skills needed to manage performance.
• With feedback from the sessions, The Chatfield Group teamed with the client’s HR staff to create an improved performance management system for the merged businesses.

Challenge:
Link Performance Management System to Business Objectives

• A privately held manufacturer of audio electronics for professional and commercial applications needed a competency-based performance management system that would connect strongly with the company’s business objectives.

Solution:
Back-to-Basics Goal-Setting & Performance Management Process

• The Chatfield Group teamed with the company’s HR staff to develop a “back-to-basics” goal-setting and performance management process that satisfied managers and employees alike with its simplicity and helped to modernize the business.