IDO
Case Studies

The Work

Case studies demonstrating my approach and methodology.

Case Study 01

Marketing Services - Operating Model Design

SectorCreative communications
GeographyGermany, three offices
Scale600 FTE, €30m+ portfolio
Period2018 to 2019
AccountabilityFull operational accountability. I designed, built, led and managed the function.
Timeline12-month transformation window. Foundations established within 6 to 8 months.
Metrics (Y1)Billable utilisation increase: 5%-15% across key accounts
Workforce technology: Adoption 100%
Attrition < 5%
Quartet leadership structure: Implemented across Top 10 accounts
Employee sentiment: significant increase towards goal setting

Section 01: Understanding what is and isn't working


I began my listening process in the first conversation I had with the leadership team before I formally started the role. Spending the time to understand their current pain points and concerns for the future. I also understood what was working and what foundations could be built upon.

The agency was nationally recognised for delivering excellent client work. The client relationships were stable and the commercial results were a solid base for improvement. Its people were engaged and attrition was relatively low. However, digital marketing adoption was low and the organisation needed to quickly grow its capability in digital to ensure it wasn't left behind by its competitors. The market was a large and important one and needed to embrace and adopt a global mandate for transformation.

These observations were my diagnostic entry point. When people are absorbing inefficiencies, dealing with duplication of effort, and still managing to deliver good work and enjoy their jobs, the organisation is succeeding in spite of itself.

My brief from the leadership team was simple with a clear and defined intent: simplify the organisation through a consolidation of its capabilities, remove silos that were creating duplication and inefficiencies and build a more streamlined client proposition.

The reframe to the organisation was clear: we will find what is getting in the way of what is working well and work together to remove it. Then we will build and strengthen our capability for the future.

Section 02: Diagnose the friction points to build the model


Before any framework or change was proposed, I mapped workflows across each client portfolio and function. I identified every failure point, assessed and measured the impact in commercial terms. I identified where each scope of work was undefined and where it overran.

My findings were presented to senior leadership for agreement and sign-off on the scale and complexity of the problem. I had to design and implement the solution whilst maintaining business and client continuity. This meant that every piece of work required iteration and a 'test-and-learn' approach.

My objectives were:

  • Design and deploy a centralised operating model: PMO, delivery and resource management, built from the ground up.
  • Stabilise commercial and client health across a €30m+ portfolio. Build the foundations to achieve client growth.
  • Ensure employee wellbeing and identify growth opportunities for high performers through the transformation. Retention for key talent was paramount.

Section 03: Identify three complex problems. Build three simple frameworks.


The Workforce Trifecta

Workforce Trifecta: Availability, Desire, Suitability

Availability, Suitability, Desire - Three questions that the model aims to answer. Who are our people and what are they working on? Is this person suitable for the complexity of the work? What work does our talent want to work on?

Underpinned by technology, data (utilisation, capacity and skills reporting) and a centralised and governed process.

Workflow Triage: Quality, Value, Speed

Workflow Triage: Quality, Value, Speed

Every brief was entering the same process regardless of what the brief required. Strategic work was misaligned and adaptation work was over-engineered. Both created a significant waste of time and resources.

A nine-box validation process matched each brief to one of three workflow speeds: strategic, executional, or adaptation. The brief type determined the process and no resource or timeline was committed until the brief had been placed. This single change removed the default assumption that all work was the same work.

The Quartet

The Quartet: Client Lead, PMO Lead, Creative Lead, Strategy Lead, Executive Sponsor

Accountability was unclear across client engagements. Decisions were being escalated to people who were not closest to the work.

The Quartet established a defined operating unit at the client level: client lead, creative lead, strategy lead, PMO lead. One executive sponsor held accountability for the long-term forecast, escalations, and alignment to the wider business objectives. The clarity it produced was the transformation and allowed for more transparency and more effective decision-making amongst each leader with the client team. The right person made the decision because the structure defined who that person was.

Section 04: Change management as the driver for success, not an afterthought


I was a native English speaker leading a complex transformation in a German-speaking organisation. I couldn't rely on language for informal influence and every piece of communication required crafted translation. Every facet of change management and employee engagement had to be designed carefully to avoid any misinterpretation.

The organisation had a workers' council with the authority to veto any planned change. I saw this as an input to my design, not as an obstacle. I engaged the council early and every planned change was reviewed and approved by them. I held the same position throughout the process: every proposed change was being made for the benefit of the people doing the work.

At a high level the change sequence ran in five steps.

  • Step One (Clarity) - Leadership experienced the diagnostic before anyone else and agreed the problem before the solution was shown. Always-on leadership communication to the organisation started from here.
  • Step Two (Measure) - Measurement was defined before any deployment began.
  • Step Three (Design) - The model was built in workshops with the people who would use it. Criticism was welcomed as part of the design process.
  • Step Four (Train) - Teams were trained on the thinking behind each framework, as well as the tools. The technology went live only after the people were confident to work autonomously.
  • Step Five (Engage) - A town hall was held once leadership had agreed the strategy. The purpose, the timeline, and the benefits were laid out to the whole organisation at once.

Dissent was expected and accepted. I stayed positive throughout the process, and always maintained my vision for the culture of inclusion the work was building. My position was that a purposeful strategy, clearly explained and genuinely inclusive, would move the majority, which it did.

Section 05: The Adoption Metrics


Billable Utilisation

Improved across accounts by 5% to 15% within the same period. Scoping accuracy improved and the ERP reporting became more precise. The workforce planning platform and the ERP were connected to show planned against actuals: a US-English planning system integrated with a German-language ERP.

Workforce Technology

The group achieved 100% compliance of the workforce planning technology after three months of launch, mainly due to hiring a specialist resource manager, establishing data cleaning processes, ongoing training, leadership compliance and support, ways of working and mandatory governance. The quality of the data being inputted took longer to achieve the success we wanted, however, this was an acceptable part of the learning journey for the team. I wanted the data in the system so that improvements could be made centrally.

Employee Sentiment

We saw engagement growth in areas which determine whether people stay, specifically personal development and their desire to stay. 100% of the team had personal development goals built into their 2H goal for the first year and start of the next. These were co-created between the employee and manager. Subject matter champions were encouraged and a mentorship programme was launched. In my time in the organisation, attrition was kept below 5%.

Global Scale

In September 2019, in recognition of the achievement in Germany, my role expanded to Global Head of Project and Resource Management. The mandate: take what had been built in Germany and establish it across the company's top markets. The Germany model was recognised by global and regional leadership as the proof of concept for a global rollout.

Section 06: What I learned from this transformation


What I learned most when I left Germany was that I had underestimated the importance and value of what leaders with a relaxed and positive mindset could bring in solving organisational problems. What I saw, and what is embedded in my ethos, is one of simplicity.

People want to do the best they can, they want their pain points solved and they want to be actively involved in that process.

Having someone on the outside looking in benefits an organisation because the outside view sees the interconnected way that problems develop and can identify objectively the cause and effect of solving them.

What this work demonstrated to me, and what the IDO diagnostic is built on, is that the failure visible at the surface is rarely where the failure starts. The discipline is to look at what is visible and ask why it is there.

Design for adoption, not compliance, from the first conversation.

Change management and operating model design are the same work. They cannot be sequenced.

The operating model has to make sense in the language of the people using it, not the language of the people who built it.

Case Study 02

Multi-Market Transformation — APAC Media Activation

Development in progress

This case study is in development. Full content to follow. The study covers a ten-market transformation programme across Asia-Pacific, addressing operating model redesign and adoption at scale.