A new strategy needs different talent

Learn how a global utility company cemented a shift in strategy by partnering with BTS to identify the next generation of C-suite leaders.
October 22, 2021
5
min read
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The challenge

A global electric utility company with diverse, internationally distributed business units in a variety of functional areas was experiencing a shift in strategy following a major change in leadership. When the board selected a new CEO, she realized the company’s current business model was too dependent on technology that caused severe environmental damage. As a world-leading energy player, the organization had to take responsibility for its impact in the face of climate change. Her new strategy aimed to change the company’s function, from a traditional energy business model to a more digitized, decentralized, service organization with a zero-carbon footprint.

This radical change in direction called for significant adjustment and ultimate alignment in talent priorities across the globe. To grow the company and execute on the new strategic direction, the organization partnered with BTS to identify the right people who had the potential to develop into the next generation of C-suite leaders. The following challenges were linked to these goals:

  • Defining what high-potential looks like at the company
  • Differentiating between candidates who were ready to be developed into this new level and those who still required more time and experience
  • Developing a virtual assessment experience that is realistic, contextually relevant, future-focused, and provides the same level of complexity and accuracy as an onsite assessment experience – without the burden and limitations of global traveling.
  • Assessing for fit

    1. Identifying what needs to be measured
      BTS conducted interviews with subject matter experts across the organization in order to understand the organizations’ current state and desired future state. The goal was to identify critical moments for leaders within that future environment as well as the Great behaviors that they would need to be successful. These interviews helped to ensure that the solution was a fully customized simulation experience, representative of the global population, and aligned to the reality of participants’ future roles and critical business challenges they would need to navigate.
    2. Evaluating who should be assessed
      BTS co-developed a survey with the organization that helped them gather data predictive of potential candidates’ suitability for the program. The metrics included leadership potential, aspirations to become a senior leader, leader-readiness for the next career move, and previous successes and experience. This survey was then used to select candidates for the assessment experience.
    3. Designing an assessment that resembles the challenges of the future job
      Drawing upon insights collected during interviews, BTS created a five-hour virtual experience that immersed participants in their future roles. While running the business through four simulated years, participants needed to maintain a reasonable balance between income from the existing business as well as establish a foundation for the future. After the first two years of simulated business leadership, participants engage in three live video interactions. During these video calls, participants were challenged by a demanding boss to explain how they executed on their strategy, had to collaborate with a peer through a difficult interdivisional situation, and then gain buy-in for their vision from the attendees of a townhall presentation.

    Outcome

    After the simulation, BTS delivered assessment reports to the organization that decisively differentiated between suitable and unsuitable candidates. The analysis also provides details of individual strengths and development areas based on behavioral observations. The organization verified BTS’ fidelity by testing the assessment process with talent who were sufficiently known to them, to see if the results would align. They did.

    The company also put “test” participants who received favorable results from BTS’ assessment reports on a challenging development fast-track. The first two dozen actual candidates, who were identified as future leaders, did not disappoint. The selection rate was about two-thirds. Currently, the details of the report and the contextual conversations are used as input for very specific succession planning decisions. For this program, BTS fully embraced a complex assessment challenge, creating a comprehensive solution that met the organization’s needs and fulfilled promises to select the right people in service of the new strategy.

    Client success

    "I really appreciate the interactive aspect of this simulation and assessment. I found it very realistic. The experience, even though it took four and a half hours, was not tiring, but invigorating and energizing. The very detailed observation of actual leadership behaviors during the simulation are a valid way to predict capability and future performance. I also believe that this experience is a fantastic foundation for developmental feedback that will drive future development."
    - Deputy Executive Vice President, Human Resources, Global Energy Company
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    A global fintech company partnered with BTS to strengthen senior leadership effectiveness and cultural alignment during rapid growth.

    Client need

    A global fintech organization was navigating rapid growth amid increasing business and talent market volatility. As the company scaled, senior leadership recognized the need to strengthen leadership effectiveness and cultural alignment at the top of the organization.

    The goals were to:

    • Accelerate the effectiveness of critical C‑1/C‑2 leaders.
    • Rebuild confidence and alignment around the company’s values.
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    • Inform future senior‑talent decisions (selection, fit, succession).

    The organization partnered with BTS to design a scalable approach that would both develop senior leaders in role while simultaneously generating insight to shape the future of the enterprise culture.

    Solution

    The result was a multi-year, integrated leadership partnership combining executive advisory and cohort-based simulations.

    Together, BTS and the organization built a multi-year leadership partnership designed to accelerate senior leader performance while generating enterprise-wide insight.

    The solution combined two core components:

    • Executive advisory - targeted 1:1 engagements to shift behavior in real time
    • Leadership simulations - cohort-based experiences to align leaders around operating principles and surface patterns at scale

    By strengthening leaders in role while creating visibility into cross-organizational themes, the partnership supported both immediate performance and longer-term talent strategy.

    Executive advisory

    The work began with a six-month engagement for the top 7–8 senior leaders and expanded globally toC1/C2 roles critical to future success.

    Each engagement:

    • Followed a structured BTS advisory protocol
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    Because the work was grounded in real business priorities, impact was immediate. Themes across engagements provided leadership and HR with clear insight into strengths and friction points across the senior population.

    Leadership simulations

    Annual simulations reinforced enterprise priorities at scale.

    These immersive experiences:

    • Translated leadership expectations into applied decision-making
    • Built a shared language across regions and functions
    • Generated cultural and behavioral insight

    Findings from both workstreams informed decisions related to selection, succession, and senior talent planning.

    Results

    During a period of growth and market pressure, the partnership strengthened critical leaders and clarified the future of the leadership bench.

    Leader impact

    Senior executives demonstrated stronger enterprise decision-making, clearer stakeholder alignment, and greater confidence navigating complexity. Leaders described the experience as one of the most valuable investments of their careers.

    100% of participating leaders:

    • Would recommend working with BTS
    • Left with a clear development plan
    • Valued their advisor as a thought partner on  live business challenges

    Cultural insight and talent strategy

    As the work progressed, patterns emerged across leaders, revealing cultural strengths and previously unnamed friction points. HR and executive stakeholders gained across-organizational view of how leadership behaviors were shaping performance.

    Expanding the work together

    What began with a small senior cohort grew into

    • Ongoing annual simulations
    • Expanded advisory across global C1/C2 roles
    • A pilot to scale coaching capacity and flexibility

    Today, the work is embedded in how the organization strengthens and advances its senior leaders, a core component of its leadership strategy.

    Testimonials

    “My coach was instrumental in helping me to align with my manager on where and how to create more focus in my role. They held me accountable for results and follow-through. They helped me think through how to work the system with all of its’ big personalities and ever-changing dynamics.”
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    Client need

    A leading global life sciences company was operating at the forefront of scientific innovation, delivering therapies to millions of patients around the world.

    The organization's strategy called for Medical to play an increasingly visible and influential role across the enterprise, not as a scientific function operating in parallel with the business, but as a core contributor to strategic decisions spanning pipeline priorities, governance forums, and commercial direction. The ability of medical leaders to operate at that level had become a strategic imperative.

    These leaders were not generalists. Many had built careers in academic and research settings, developing deep expertise in science and medicine. In their roles, they operated at the intersection of R&D and commercial, translating scientific insights into strategy, influencing governance forums, and shaping both pipeline and brand decisions. These were among the most complex and high-stakes leadership roles in the organization.

    As these leaders took on broader, enterprise-facing responsibilities, the nature of their work shifted. They were expected to work across functions, influence diverse stakeholders, and contribute to decisions that balanced patient, scientific, and commercial priorities in increasingly complex, cross-functional environments.

    While highly capable, many had not yet had the opportunity to develop these enterprise leadership skills. With strong competition for talent, the organization recognized the need to accelerate development from within and ensure its leaders could operate as true enterprise contributors.

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    To reflect that complexity, BTS co-created the experience with senior stakeholders across the business, grounding the journey in the actual decisions, stakeholder dynamics, and enterprise challenges participants faced in their day-to-day work. That specificity was essential to making the experience credible, relevant, and immediately applicable.

    The program focused on strengthening three capabilities critical to enterprise leadership:

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    This established clear, evidence-based development priorities tied directly to each leader's role and business context.

    Experiential workshops (2 x 1.5 days)

    Leaders then participated in two immersive workshops focused on decision-making and influence in cross-functional environments.

    Using real business scenarios, participants practiced aligning stakeholders, navigating ambiguity, and communicating complex scientific insights with clarity and impact. The workshops emphasized active practice and real-time feedback.

    Individual coaching (throughout the journey)

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    Peer learning and application (ongoing)

    Leaders participated in small peer groups that met throughout the journey to reinforce learning and accountability.

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    Every manager interviewed reported sustained positive behavior change. The most significant shift was in how leaders approached decision-making. Participants engaged stakeholders earlier, clarified trade-offs more effectively, and showed up with greater confidence in governance discussions. As a result, decisions moved faster and with less friction.

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    Client challenge

    Wellstar Health System, one of Georgia’s largest healthcare systems, had already invested heavily in leadership development for senior leaders. But as the organization navigated rapid growth, a major acquisition, and the demands of a shifting healthcare landscape, it became clear that the greatest leadership challenges were happening at the front and midline.

    “Some of the greatest leader challenges are really at the front and midline levels… we’ve invested heavily in leadership development, putting more emphasis on our front line and mid-level leadership in terms of outcomes, said Laura Dannels, Chief Talent Officer at the time.
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    Partnering with Sounding Board, Wellstar designed a scalable, personalized coaching program to extend leadership development across the organization while maintaining the quality of one-on-one coaching.

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    Program overview:

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    Results

    As the program unfolded, Wellstar began to see a shift in how frontline and mid-level leaders showed up across the organization. Leaders in these critical roles had more consistent support navigating day-to-day challenges, and managers gained better visibility into how their teams were developing. Coaching became a more practical, embedded part of how Wellstar supports leaders in a complex healthcare environment.

    Higher engagement and satisfaction

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    Measurable leadership growth

    Participants reported double-digit growth across leadership capabilities including:

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    Stronger retention and mobility

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    Learn more about Wellstar’s leadership coaching journey with Sounding Board in this feature in Becker’s Hospital Review.