Details
Client: Investment Management Firm
Industry: Financial Services
Size: Mid-Sized Investment Firm
The Opportunity
As our client continued to invest in its leadership capability, it decided that its existing 360-degree feedback process no longer reflected the leadership behaviours and competencies required for the future.
The firm wanted a leadership feedback process that aligned with its values, leadership competencies, and performance expectations. At the same time, leaders needed support to confidently receive feedback, interpret the results, and translate insights into meaningful development.
We worked with the firm to redesign its 360-degree feedback process and deliver a structured leadership development program that ensured feedback became a catalyst for growth instead of just an evaluation exercise.
Key Challenges
- How do we create a 360-degree feedback process that reflects our unique leadership competencies?
- How do we ensure leaders receive feedback in a constructive and meaningful way?
- How do we build confidence in the feedback process across the firm?
- How do we help leaders turn feedback into practical development actions?
- How do we create consistency in leadership expectations and development planning?
- How do we position feedback as part of an ongoing leadership development journey rather than a one-time event?
Our Approach
We partnered with our client to redesign its 360-degree feedback process from the ground up, ensuring every element reflected the firm’s leadership philosophy and competency framework.
Working closely with the executive team, we:
- Customized the 360-degree assessment to align with the firm’s leadership competencies and strategic priorities.
- Designed a structured rollout process that prepared leaders for giving and receiving meaningful feedback.
- Facilitated confidential one-on-one feedback debrief sessions with every manager and leader.
- Helped leaders interpret their results, identify strengths, and prioritize development opportunities.
- Worked with each participant to develop an individualized Leadership Growth Plan with practical goals and actions.
- Equipped leaders and their managers with tools to support ongoing coaching, accountability, and continuous development.
Business Outcomes
During the engagement, our client:
- Implemented a customized 360-degree feedback process aligned with its leadership competency framework.
- Increased confidence and trust in the leadership feedback process across the firm.
- Provided every manager and leader with a confidential, professionally facilitated feedback experience.
- Developed individualized Leadership Growth Plans that translated feedback into practical development actions.
- Created greater consistency in leadership expectations and development across the firm.
- Strengthened a culture of continuous learning, coaching, and leadership growth.
- Established a scalable leadership development process that continues to support talent development and succession planning.
