Case Study: Working with Leadership Teams
A client took action to better understand key roles within their senior leadership team by engaging us for a Planned Role Assessment program. The spark for them was the unplanned departure of a senior leader – it was a wake up call that the organization didn’t have well-structured process documents or transition plans in place.
Through a series of fully remote interviews, we created multimedia resource portfolios for finance, service delivery, and Executive-level leaders. Our client received assessments of the current state, the requirements for excellence in each of the roles, and structured onboarding plans. When needed, over 60 hours of on-demand onboarding content is now available for new hires.
Case Study: Responding to an Unexpected Resignation
When a key employee announced their resignation and provided the typical “two-weeks notice,” Lithyus Group stepped in to document their institutional knowledge and ways of working within those last 10 business days.
Our respectful approach fit well with the client’s vision for managing the transition. The valued outgoing employee was able to leave a legacy and minimize confusion for interim and permanent successors. Additionally, the client gained perspective into the ways the role had transformed since the last job description was written. These insights enabled a more accurate and effective search for candidates.
Case Study: Planning for a Leader’s Retirement
The Benefits Officer of a statewide organization announced her intention to retire after 22 years in the role. The leadership team anticipated the significant impact her departure would have, and yet despite having 9 months to prepare, staying on top of day-to-day activities had prevented any meaningful institutional knowledge documentation.
Lithyus Group approached this challenge with a fresh perspective. Within 6 weeks, our fully remote and systematic approach not only captured day-to-day duties but also mapped sensitive, annual processes that impacted thousands of plan members each year.
Case Study: Team Best Practices
A client’s national network of sales professionals relies on active and consistent recruiting to achieve its personnel and sales goals. One team in the southeast had developed a best practice that leaders at headquarters felt could and should be replicated across the country.
By utilizing our core approach of celebrating, retaining, and sharing institutional knowledge, Lithyus Group provided the client with a playbook for other regions to implement. The program outlined monthly and weekly cadences, including roles and responsibilities for leadership and participants. Client feedback praised the specificity of the tools, including detailed meeting agendas and recommendations on ideal implementation timing.