Building a future-ready CEO bench in Oil and Gas

Client need

A large U.S.-based health insurance organization operating at the center of a complex national ecosystem had already made a serious investment in enterprise AI. Leadership was not experimenting at the edges. They were leaning in.

Capability and commitment existed across the organization, but unevenly. Some teams were already pushing boundaries. Others hadn't yet found their footing. Most of the gains had come in personal productivity. Valuable, but the core work itself had not yet fundamentally changed. The opportunity was to go deeper, to move from AI-assisted individuals to AI-reinvented workflows.

Across the health insurance landscape, pressure was intensifying. Medicaid and government program contracts were becoming more competitive. Decision cycles were faster and more analytics-driven. Clinical evidence was evolving rapidly. Regulatory scrutiny was high. Security risks were constant. AI was no longer a future conversation. It was a present expectation.

Inside the organization, world-class experts were still constrained by manual processes.

Specialized teams were synthesizing large volumes of complex, fast-moving information, working to keep pace with an environment where the inputs never stopped changing. The work required deep expertise and judgment, and it also demanded repetitive processing that consumed days when it needed to take hours.

Other teams faced pressure where speed and precision directly influenced competitive outcomes. Manual approaches were creating lag at exactly the moments when faster insight mattered most.

Across functions, the pattern was consistent. Highly trained professionals were spending valuable time on low-leverage tasks, stitching together data, transforming files, and correlating inputs that AI could handle.

Leadership understood that AI licenses alone would not create advantage. To compete in an increasingly analytics-driven insurance environment, expertise had to scale. Insight had to move faster. Teams needed to reinvent how core work happened.

Solution

BTS partnered with the organization to move from AI access to AI application.

Through a series of focused design sprints, intact teams worked on their highest-value workflows using our GROUNDING → EXPERIMENT → BUILD → AMPLIFY methodology. The structure was simple and disciplined. Set context. Experiment quickly. Build against real work. Create a path to scale.

Participants brought their actual work into the room. Analytical frameworks. Competitive and operational documents. Risk and intelligence inputs. Data pipelines.

No generic demos. No abstract hypotheticals.

The turning point came when AI began working on their actual content.

Research syntheses that previously took days began structuring themselves in minutes. Competitive analysis that once required manual review surfaced patterns instantly. Data transformation workflows streamlined in real time.

Skepticism shifted to possibility.

We positioned AI as augmentation, not replacement. In a sector defined by professional expertise and accountability, that framing was critical. The goal was to elevate expert judgment, not automate it away.

Some teams left with working prototypes. Others left with detailed blueprints aligned to enterprise privacy and security requirements. Another team took away a re-prioritized set of additional tools to incorporate into a HIPAA-compliant environment. Every team left with a redesigned workflow.

Results

In five days, more than 100 leaders advanced 30 priority use cases tied directly to operational performance and competitive growth.

Early outcomes included:

• Significant reduction in manual research synthesis and data preparation
• Faster, more structured competitive intelligence to support high-stakes decisions
• Clear implementation pathways aligned to security and regulatory constraints
• A scalable model for continued AI-enabled workflow reinvention

Just as important was the mindset shift.

Participants stopped viewing AI as a tool sitting outside their work and began treating it as embedded infrastructure for how work gets done.

“This showed immediate relevance to our work.”

“Now I understand what’s actually possible for my team.”

“We just accomplished in two hours what used to take us two months.”

In a U.S. health insurance market where insight, speed, and precision directly influence who wins and who grows, the organization moved decisively from AI access to AI advantage.

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Client need

A leading global aluminum manufacturer faced a pivotal challenge: how to create a unified, empowered workforce in a highly decentralized organization. Each business unit operated autonomously, making it difficult to align global learning with local needs. The company recognized the need for enterprise-wide development programs that supported its business and HR strategies while preserving local flexibility.

To meet this challenge, the organization launched a Corporate Learning University—a multi-year initiative to transform its approach to employee development. BTS collaborated with HR and L&D leaders to co-create a comprehensive portfolio of programs tailored to different roles and career stages across the enterprise.

Solution

The transformation began with a clear vision: align learning with strategic outcomes to unify and empower a decentralized workforce. BTS worked with the company to create an impact map linking business priorities—financial performance, safety, and employee engagement—to the behaviors and skills required at each level of the organization.

The map established three key learning objectives:

• Foster unity and collaboration across a decentralized structure.
• Strengthen business acumen to improve contribution and decision-making.
• Build a shared leadership identity aligned with company values.

Using these objectives as a foundation, BTS and the client designed programs for every stage of the employee journey.

For mid-level leaders, a nine-month Leadership Development Program combined two in-depth workshops with an online learning journey:

• Leading Self: Introduced Liz Wiseman’s Multipliers framework, enabling leaders to expand their teams’ capacity through role-plays and practical exercises.
• Leading the Business: A three-day custom business simulation where participants acted as CEOs, balancing profitability, safety, and customer satisfaction across simulated fiscal years.

The learning ecosystem expanded beyond mid-level management to include: Frontline leader training focused on operational excellence and people management.

Executive development sessions designed for senior leaders to strengthen strategic alignment and culture building.

By embedding strategy directly into every program, the company built a cohesive, enterprise-wide learning culture that reinforced leadership capability, collaboration, and business impact.

Results

The co-created programs delivered measurable, strategic outcomes across safety, engagement, and financial performance.

Key results included:

• Financial performance: Optimized production schedules and reduced inventory, improving cash flow.
• Operational efficiency: Empowered managers to focus on asset utilization and controllable budget items.
• Cultural transformation: Embedded the Multipliers framework to drive collaboration, daily CapEx reviews, and safety-oriented onboarding for new hires.
• Leadership excellence: Increased coaching and feedback frequency, improving communication and alignment across teams.

These initiatives not only elevated employee engagement but also positioned the company as an industry leader in workplace culture and performance.

By integrating business and HR strategy into a unified learning ecosystem, BTS helped the manufacturer achieve its vision of becoming the most exciting place to work and invest—demonstrating the power of tailored, results-driven leadership development.

Client need

After a period of rapid revenue expansion, a global leader in children’s toys and entertainment set its sights on an even bolder growth trajectory.

But the landscape was shifting. Rising volatility meant consumer trends were evolving faster than ever. New competitors—from traditional toy companies to tech-driven entertainment platforms—were redefining the market. In this faster, more complex environment, leadership approaches built for scale and efficiency were no longer enough on their own. Leaders would need to add new skills to their arsenals: adapting quickly, collaborating across divisions, and innovating while protecting the brand trust and cultural “secret sauce” that had fueled the company’s rise.

The executive team recognized the moment: future success depended on evolving leadership mindsets and capabilities to meet a new kind of challenge.

To help drive this shift, the company turned to BTS to co-create a leadership program that would inspire and enable leaders to embrace a growth mindset, adopt new behaviors, and empower their teams—all while preserving the strengths that made them a global leader.

Solution

To build the leadership capabilities needed for the future, BTS partnered closely with the client to understand the organization's evolving needs. Through in-depth interviews with leaders across the business, the teams uncovered a nuanced landscape:

• Some long-tenured leaders were deeply rooted in traditional ways of working, making it harder to shift long-established habits.
• Many newer leaders were energized by the opportunity for change and eager to accelerate new ways of collaborating and innovating.
• Across the organization, there was growing recognition that future success would require building on the company’s strengths while adding new leadership skills—particularly around adaptability, cross-division collaboration, and innovation.

Working together, BTS and the client co-created a two-day, in-person leadership summit that blended experiential learning, team activities, and self-reflection. The experience helped leaders expand their ability to:

• Lead with an enterprise-wide mindset
• Influence across organizational boundaries
• Empower others and avoid behaviors that unintentionally stifle growth
• Foster a culture of open feedback and ownership
• Model exceptional leadership in high-stakes moments
• Make decisions that balance shareholder, customer, and employee needs
• Collaborate across divisions to drive innovation

Central to the summit was a session titled “Embrace, Let Go, Preserve,” which guided leaders through a reflection on the company’s strengths, pinpointed behaviors hindering progress, and highlighted key shifts required for future success. Through this exercise, the group developed an “Embrace, Let Go, Preserve” master list—and a practical implementation plan to integrate the best of their traditional culture with modern, growth-oriented practices.

The summit also included a custom simulation, where leaders—working in diverse teams—competed by navigating complex, real-world scenarios and deciding on the best course of action. This gamified experience tested and strengthened their leadership capabilities. BTS facilitators provided real-time feedback, underscoring the key leadership behaviors needed for impact in critical moments.

Participants also explored the concepts from Liz Wiseman’s Multipliers, actively practicing behaviors that amplify individual and team potential. They developed personal action plans to integrate these behaviors into their roles and were paired with peer partners to help drive accountability and sustain momentum.

Results

The program achieved significant and far-reaching impact, with 95% of VPs and above, and 88% of Directors and Senior Directors completing the program. In post-program assessments, participants reflected on how the training had influenced their leadership style:

• 99% reported changing the way they lead.
• 73% said they had implemented all or most of their leadership action plans.
• 70% were actively sharing what they had learned with their teams.

In addition, improved employee engagement scores demonstrated that the shifts in leadership mindsets and behaviors were cascading through the organization. Employee feedback further underscored this impact:

• 92% agreed that “My manager treats people with respect.”
• 88% agreed that “My manager cares about me as a person.”
• 85% agreed that “My manager models our values.”

The success of this program has inspired the company to expand its reach, implementing a similar initiative for mid-level leaders and introducing an advanced offering to deepen the leadership capabilities of its VPs and Directors. This strategic investment in leadership development is not only positioning the company to navigate a rapidly changing market, but also ensuring it remains agile, responsive, and resilient. By strengthening leadership at all levels and building a robust pipeline of future-ready leaders, the organization is establishing the bench strength and foundational capabilities needed for sustained success in an ever-evolving business landscape.

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.

We’re not an organization who believes in just investing in high performers… you’ve got to invest in your entire workforce.”

Wellstar partnered with Sounding Board to bring a more scalable, flexible coaching solution to leaders across the organization.

The solution

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.

A proprietary 360 assessment, aligned to Wellstar’s leadership behaviors, served as the foundation for each coaching engagement. This ensured development was directly tied to how leaders show up and lead in practice.

“We really wanted to ground the coaching to a framework that matters to our organization,” said Garry Gross, Executive Director of Leadership Development. ‍

“Helping our leaders create an environment where our mission, vision, and values come to life was paramount.”

Program goals:

• Develop leadership capabilities aligned to Wellstar’s mission, vision, and values
• Deliver personalized, relevant development for leaders at all levels
• Strengthen the leadership bench and support succession planning
• Foster a culture of innovation, learning, and engagement

Program overview:

• Personalized, one-on-one coaching for leaders at all levels
• Capability development aligned to Wellstar’s values
  • Serve with Compassion → Builds relationships
  • Pursue Excellence → Drives results, leads teams, and plans strategically
  • Honor Every Voice → Fosters inclusion and respect for differences
• Scalable delivery across frontline, mid-level, and clinical leaders
• Digital tools to track goals, capture insights, and measure progress

This approach made it possible to deliver consistent, high-quality coaching across roles and locations while keeping development relevant to each leader’s day-to-day work.

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

• 96% of participants said the coaching experience was worth the investment
• 99% said they could immediately apply what they learned to their day-to-day work

Measurable leadership growth

Participants reported double-digit growth across leadership capabilities including:

• Executive presence (+16%)
• Organizational collaboration (+14%)
• Strategic thinking (+13%)
• Time management and prioritization (+13%)
• Communication (+11%)

Stronger retention and mobility

• Coached leaders achieved a 90% one-year retention rate
• Retention for coached leaders was 31% higher than non-coached peers
• 3% of participants were promoted into new roles, exceeding organizational goals and industry benchmarks

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

Client need

For a 175-year-old technology company, competitive advantage isn’t just built on technical innovation: it’s built on leaders who know how to get the best thinking from every person around them. That culture of drawing out ideas, developing people, and driving innovation through engaged teams had been a defining feature of the organization for generations. And it depended on having the right infrastructure to keep developing frontline leaders at scale.

In 2020, that infrastructure was disrupted. The COVID-19 pandemic forced the organization to pivot its in-person development to virtual almost overnight, risking the erosion of frontline leadership capability while simultaneously needing to navigate the broader shocks of the pandemic: supply chain volatility, shifting materials costs, and a workforce managing profound uncertainty.  

Stalling frontline leadership development meant risking productivity, employee engagement, talent retention, job performance, and downstream impacts on quality and operating margin, at a moment when the organization could least afford it.

The question now was how to reimagine frontline leader development to equip thousands of global leaders to continue supporting their teams through disruption, and to ensure the next generation of managers could help their people do their best work under any conditions.

Solution

The client partnered with BTS to reimagine frontline leader development from the ground up, equipping leaders globally with the practical skills, tools, and mindset shifts needed to support their teams in doing great, innovative work.

The partnership began in 2019, and over five years has reached over 1,600 frontline leaders capturing 700+ documented behavior change actions. In 2022, BTS collaborated with the organization to refresh the program to reflect their evolving strategy and develop a sharper focus on supporting a culture of continuous improvement and innovation with coaching and feedback.  

The blended program experience combined the following elements:

• Immersive leadership simulations: Scenario-based experiences placing leaders in realistic situations, surfacing Multiplier and Diminisher tendencies in real time and making the learning immediately personal and actionable

• Multipliers and Diminishers framework: A structured exploration of how leaders either amplify or diminish the intelligence of those around them, including specific “experiments” leaders could use to better understand their own leadership approaches

• Custom leadership frameworks: Including a structured, step-by-step process for having significant feedback conversations, a tool to understand and flex to communication preferences, and a coaching approach designed to help leaders guide team members toward their own solutions, building capability and long-term ownership.

• Structured application sessions — on-the-job practice components designed to bridge the gap between the program experience and day-to-day behavior, giving participants specific frameworks to apply immediately with their teams

• Peer networking and breakout groups — cohort-based learning that participants identified as a standout feature, both for deepening the learning and for building cross-functional relationships that extended beyond the program

• A commitment-capture platform integrated into the program to log participant actions and reinforce behavior change after the program ended; over 670 participant actions were captured across the program’s delivery

Throughout the program, leaders examined the impact of their own behaviors, recognizing where they were unintentionally diminishing their teams, and built new habits around challenging, creating space for mistakes and learning, listening, questioning, giving developmental feedback, and creating ownership. The feedback model gave participants a practical process for the positive and constructive conversations that actually change performance.

Results

More than 1,600 frontline leaders and individual contributors have participated in the program—the population closest to daily execution, quality, and operations. A recent impact study told a clear story about the effects of the program across participants:  

100% of participants reported actively applying what they learned. 59% reported producing significant, measurable business impact, with concrete evidence to describe it.

The results weren’t theoretical. One engineering leader restructured how his team developed project plans, creating space for debate and ownership instead of coming in with the answer. His team exceeded their quality target by 10 percentage points and accelerated the project timeline by +4 months.

One production leader used the feedback model to coach a struggling supervisor and cascade the process across his entire leadership layer. His unit reached #1 performance in its division, improving a key quality KPI by more than 18% year-over-year. A department head with over a decade in leadership set new production records after learning to flex his communication style and draw out quieter team members. And a development lab supervisor used the program to clarify her leadership identity, earn a promotion, and coach her direct report to one as well.

The study also confirmed that when managers actively supported participants post-program, the likelihood of significant business impact increased substantially, shaping the organization’s next phase of reinforcement and cohort follow-up.

For an organization whose competitive advantage rests on the innovation and intelligence of its people, the program gave its leaders something technical training rarely delivers: the confidence, the tools, and the self-awareness to make everyone around them better.

Testimonials

“The program gave me greater confidence to try new things as a leader. It helped me realize what I do and what I don’t do.”  - HR Leader

“The skills I learned in the training helped me be more efficient. It helped me do the right thing, right away.” - Production Manager

“Feedback is very important to create a positive environment; and how to [give] feedback is a specific skill I learned from this training and how to share constructive feedback.” - Production Leader

Client need

A large U.S.-based health insurance organization operating at the center of a complex national ecosystem had already made a serious investment in enterprise AI. Leadership was not experimenting at the edges. They were leaning in.

Capability and commitment existed across the organization, but unevenly. Some teams were already pushing boundaries. Others hadn't yet found their footing. Most of the gains had come in personal productivity. Valuable, but the core work itself had not yet fundamentally changed. The opportunity was to go deeper, to move from AI-assisted individuals to AI-reinvented workflows.

Across the health insurance landscape, pressure was intensifying. Medicaid and government program contracts were becoming more competitive. Decision cycles were faster and more analytics-driven. Clinical evidence was evolving rapidly. Regulatory scrutiny was high. Security risks were constant. AI was no longer a future conversation. It was a present expectation.

Inside the organization, world-class experts were still constrained by manual processes.

Specialized teams were synthesizing large volumes of complex, fast-moving information, working to keep pace with an environment where the inputs never stopped changing. The work required deep expertise and judgment, and it also demanded repetitive processing that consumed days when it needed to take hours.

Other teams faced pressure where speed and precision directly influenced competitive outcomes. Manual approaches were creating lag at exactly the moments when faster insight mattered most.

Across functions, the pattern was consistent. Highly trained professionals were spending valuable time on low-leverage tasks, stitching together data, transforming files, and correlating inputs that AI could handle.

Leadership understood that AI licenses alone would not create advantage. To compete in an increasingly analytics-driven insurance environment, expertise had to scale. Insight had to move faster. Teams needed to reinvent how core work happened.

Solution

BTS partnered with the organization to move from AI access to AI application.

Through a series of focused design sprints, intact teams worked on their highest-value workflows using our GROUNDING → EXPERIMENT → BUILD → AMPLIFY methodology. The structure was simple and disciplined. Set context. Experiment quickly. Build against real work. Create a path to scale.

Participants brought their actual work into the room. Analytical frameworks. Competitive and operational documents. Risk and intelligence inputs. Data pipelines.

No generic demos. No abstract hypotheticals.

The turning point came when AI began working on their actual content.

Research syntheses that previously took days began structuring themselves in minutes. Competitive analysis that once required manual review surfaced patterns instantly. Data transformation workflows streamlined in real time.

Skepticism shifted to possibility.

We positioned AI as augmentation, not replacement. In a sector defined by professional expertise and accountability, that framing was critical. The goal was to elevate expert judgment, not automate it away.

Some teams left with working prototypes. Others left with detailed blueprints aligned to enterprise privacy and security requirements. Another team took away a re-prioritized set of additional tools to incorporate into a HIPAA-compliant environment. Every team left with a redesigned workflow.

Results

In five days, more than 100 leaders advanced 30 priority use cases tied directly to operational performance and competitive growth.

Early outcomes included:

• Significant reduction in manual research synthesis and data preparation
• Faster, more structured competitive intelligence to support high-stakes decisions
• Clear implementation pathways aligned to security and regulatory constraints
• A scalable model for continued AI-enabled workflow reinvention

Just as important was the mindset shift.

Participants stopped viewing AI as a tool sitting outside their work and began treating it as embedded infrastructure for how work gets done.

“This showed immediate relevance to our work.”

“Now I understand what’s actually possible for my team.”

“We just accomplished in two hours what used to take us two months.”

In a U.S. health insurance market where insight, speed, and precision directly influence who wins and who grows, the organization moved decisively from AI access to AI advantage.

‍