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Navigating Leadership Transitions
Challenge
A financial services firm was entering a period of change, with a newly appointed executive team and uncertainty around leadership direction. While each leader brought strong credentials, there was no shared framework for collaboration, priorities, or communication.
Approach
I2G Works designed and facilitated a high-impact leadership retreat focused on strategic alignment, decision-making clarity, and team integration. Using our alignment framework, we helped define shared purpose, individual roles, and clear accountability structures across the executive team.
Outcome
Within three months:
Decision-making speed increased across key initiatives
Internal leadership cohesion improved, reducing miscommunication and friction
Client satisfaction ratings rose by 15%, driven by faster service delivery and improved strategic coordination
Conclusion
Leadership transitions carry risk—but also opportunity. When supported with structured alignment and presence-based facilitation, new teams can accelerate faster and lead with clarity from day one.
📩 Undergoing leadership change?
Let’s design the structure that keeps your momentum intact.
A financial services firm was entering a period of change, with a newly appointed executive team and uncertainty around leadership direction. While each leader brought strong credentials, there was no shared framework for collaboration, priorities, or communication.
Approach
I2G Works designed and facilitated a high-impact leadership retreat focused on strategic alignment, decision-making clarity, and team integration. Using our alignment framework, we helped define shared purpose, individual roles, and clear accountability structures across the executive team.
Outcome
Within three months:
Decision-making speed increased across key initiatives
Internal leadership cohesion improved, reducing miscommunication and friction
Client satisfaction ratings rose by 15%, driven by faster service delivery and improved strategic coordination
Conclusion
Leadership transitions carry risk—but also opportunity. When supported with structured alignment and presence-based facilitation, new teams can accelerate faster and lead with clarity from day one.
📩 Undergoing leadership change?
Let’s design the structure that keeps your momentum intact.

