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I.T. Exec Team Planning Offsite
Client : 1200+ team member financial institution
Situation
- Fast-paced and growing organization (both in client base, as well as expanding employee base)
- Increased regulatory and Board scrutiny
- Rapidly-shifting technology landscape and talent market
How We Helped
- Designed and delivered a two-day offsite experience that was originally supposed to take place in-person, but shifted to online
- Facilitated discussions and decisions to determine the key priorities in the year and the required investments
- Facilitated the development of IT division OKRs (Objectives & Key Results) based on offsite decisions and focus
Outcomes
- Aligned all IT executives on priorities for the year and select OKRs
- Increased cohesion and alignment between executive team members
- Clarified the path to development of the Division Scorecard that was delivered to the CEO and Board