Case Studies

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Business AreaIndustryClientThe ChallengeThe SolutionThe Results
Employee EngagementEnergyManager, Business DevelopmentTo increase employee engagement and create a culture of high performance in a region with the lowest employee engagement scores.Provided one year of coaching on leadership skills of connection, accountability and being a strategic partner with management. and employees.Delivered $40m profit through acquisitions and divestitures to the company. Achieved the highest employee engagement scores in the region and best in class companywide.
Organic Growth InitiativeEnergyEVP, ExplorationTo exceed existing targets and create processes of excellence for exploration that consistently over-delivered on targets.Aligned leadership team on aspirational vision and specific goals. Met monthly with the leader and team in group settings and one-on-ones to generate innovative thinking and ensure accountability.Exceeded exploration targets by 400%, including one of the largest legacy assets discovered in two years.
Business Turn Around & Team AlignmentHealthcareOwner, Private Hospital SystemNew hospital in a good market was not producing with a high CEO turnover rate. Insufficient referrals to be profitable. Conducted executive coaching sessions with owners and current CEO, followed by leadership team strategy alignment session to set vision and goals for the year. Re-established overall alignment with a new CEO promoted from within. Leadership team gelled around the clear goals and referral paths were identified. Hospital consistently met and exceeded monthly targets with staff incentives
Launching New Strategic Sales TeamConsumer ProductsVice PresidentTo create new strategic sales division to pursue and close accounts over $1m with limited upper management support.Attended Candeo Breakthrough Leadership Intensive and created a strategy to engage key stakeholders.Within the first year, hired a full team, with a 60% success rate of closing large deals. At end of first year, company applied the new model enterprise-wide.
Optimizing Sales GrowthHealthcareBusiness OwnerNew business owner for retail optometry business needed to establish a customer base, marketing strategies and infrastructure to stimulate salesCustomized a breakthrough business plan and held bimonthly coaching sessions to deliver on both required results and breakthrough results.Within the first three months, hired two new team members and aligned team on targets and sales incentives. Exceeded required goals by 125%.
Developing a High Performing TeamEnergyVice President, Communications & Government AffairsTeam missed hitting their individual and team goals for the previous year. Low motivation and employee engagement.Conducted team offsite and strategy session in January, creating a vision, clear strategic objectives and individual goals for the coming year. Provided monthly coaching of executive, team meeting and one-on-ones.End of the year, every person on the team hit their goals and received a bonus. The team became known as strategic partners and won three industry awards.
Executing on a Capital ProjectEnergyRegional PresidentNewly formed region with high growth potential was charged to execute on large capital project by the Board. Team was behind schedule on delivering.Created new context for the team having a “winning spirit” and “hunger to deliver on plan.” Clarified strategic objectives for each department head and held monthly leadership team alignment sessions. Monthly promises went from 50% completion to 80% completion within three months. Team was given additional capital the following two years to continue their production growth initiative.
Leadership DevelopmentEnergyChair of Women’s NetworkKey leaders of women’s internal network had a vision to inspire female employees from multiple levels of the organization to grow their leadership and effectiveness. Designed pilot program for 15 women with diverse backgrounds to meet monthly as a group and conduct one-on-ones. Each participant created a breakthrough project to complete within six months.Each participant delivered on their breakthrough project, with 30% getting promotions/ position changes. Feedback showed an increase in confidence, having a voice, causing connection with others and leading with authenticity.
Executing on a Capital ProjectShip BuildingCEOCompany won contract to build two ships from a high visibility client with strict standards in safety, quality and delivery schedule. Company was further challenged by high turnover of staff.Held monthly meetings with joint leaders from client team and shipping company to ensure collaboration, accountability and problem solving. Additional coaching and trainings were delivered to project teams.Vision and strategic objectives were successfully rolled out for organizational alignment and culture building. Two ships were delivered on time with required safety and quality expectations. Company won additional contracts based on quality, safety and on-time delivery.
Organizational Alignment for Strategic GrowthFoodCEONew CEO had a vision for “inspiring greatness” for a company that had a declining revenue and brand in the industry with inconsistent performance.Created a breakthrough strategy design and aligned senior leaders on vision and strategic objectives. Designed and rolled-out multiple 2-day events for 100 people at a time to engage everyone in the new vision and strategic objectives, and inspire them to bring innovative thinking to their jobs.Company delivered best in class performance with an increase in stock price. “Imagine Greatness” became a corporate rallying cry with multiple new innovative initiatives, including the rollout of a new health foods supermarket division to meet rising consumer demand.
Organizational Alignment for Strategic GrowthManufacturingCEO$5b Building Products company had grown significantly in the last three years via acquisition, but was struggling to deliver profitable EBIDTA to shareholders and went into Chapter 11 bankruptcy.Partnered with CEO and leadership team to create and align around a breakthrough strategy, including an aspirational vision, strategic areas of focus and specific high-level metrics that everyone in the company could understand.Senior executives co-led large company event consisting of 2-3-day strategy alignment sessions with 80-100 people each. The company re-emerged profitable four months ahead of schedule.
Marketing StrategyRestaurantCEO/Business OwnerLocal, family-owned restaurant chain wanted to expand their catering, events and online revenue streams.Created a breakthrough marketing strategy team with three business units and developed a specific growth plan for each. After nine months, total revenue for the three business units grew by 400%. CEO decided to invest more capital into each unit and build a special events location to handle the additional demand of a 3-6 months waitlist.
Leadership DevelopmentChemicalManager, Global Business DevelopmentHigh potential business development leader was in search of executive coaching to take her career and leadership to the next level.Attended the Candeo Grow Vision: Breakthrough 3-Day and 12 months of executive coaching.Reported that they got more value out of the three days than two years of previous executive coaching. On track for a promotion to run a business unit after 18 months of Candeo coaching.
Business Turn Around & Team AlignmentHealthcareCEONew CEO of physician group followed on the heels of high turnover of previous CEOs (two in three years). Physician owners had multiple requests for improvements in their siloed specialty areas.Attended the Candeo Grow Vision: Breakthrough 3-Day and 12 months of executive coaching.Instilled confidence in physician owners by prioritizing and aligning group on strategic areas of focus with metrics for each. Business processes were streamlined and costs restructured. Profitability of overall practice increased 200% in one year.
Employee EngagementEnergySVP, HRSenior HR leaders of large oil company wanted to use employee engagement survey data to cause improved leadership scores across the company.Met with top 30 leaders in small group meetings, along with VPs and HR business partner to interpret survey results and identify 2-3 areas to improve employee engagement scores over the next year.An overall process was created, including key communications to all employees and leaders, a master document with all VP employee engagement goals and a tracking system for year-over-year progress. Leaders who received coaching on their employee engagement goals increased their scores.

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