Case Studies

Team Problem Solving

Ten months prior to my work with this organization, five of the key players on the 12-person marketing team had retired and 5 new people joined. The CPA firm, employing several hundred CPAs, had not grown for the past several years. The marketing process that they had used for many years was by now having only marginal success.

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Recent Promotion to Management

Anthony, at 30, was promoted to Director of Finance. He had been chosen because he had the ability to fill the role and his level of thinking and values matched what was needed for success in the position. Prior to the promotion, he had served as a team leader of purchasing. 6 months later, after several of his staff had approached the VP of Finance with their concerns, I was brought in to help Anthony meet these challenges.

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Managing Across Generations

At 56, Sharon was the Executive Director of an 800-person non-profit agency. She had started working for the agency when she was 18, and had been director for the last 10 years of her 38-year tenure.

I was contacted by Sharon, who told me, “I am finding it challenging aligning and getting the best out of my staff. My senior staff complains about these young kids not wanting to do anything, and the younger staff complains about how none on the senior staff want to hear their ideas.”

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Entrepreneurial Woes

John, now 42, had left a high paying job five years ago to start his own clothing business. For the first 2 years business was horrible; John sold off many of his stocks, took out loans and made many sacrifices for his business. Over the past three years, things turned around, and the store is now making a profit. There are currently 5 staff members. I was contacted by John because as he said “I just cannot get these lazy people to work and I am scared that I will lose everything.”

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Contact Mike Cardus at mike [at] create-learning.com to learn more, or to schedule a meeting.