Develop global leader capability for mining company

Client need

Developing future talent to  lead the future of the  organisation, customer  centricity, changing  behaviours to match values,  and needing leaders to drive  better results.

Solution

• Mapping of the organization’s leadership capabilities and values to BTS Coach mindset shifts for greater alignment to business goals
• Utilizing a range of core and custom designed programs targeting the development of future leaders and coaching high potentials
• Inclusion of Leader as Coach as core leadership program as well as development of bespoke mindset programs for specific teams and functions

Results

Benefit areas:

• Increased efficiency and quality
• Retention of leadership talent
• Strategic effectiveness
• Improved collaboration

More than 1,300 individual coaching journeys, with 97% stating they would recommend coaching to a colleague. And 96% experience significant or some change as a result of their coaching.

“The coaching has enabled me  to improve on several aspects  of my leadership. Some simple  changes to my mindset has  had an impact on how I  execute my work and perceive  challenges in the workplace.”

“The personal reflection on my  own coaching style has been  profound, in particular, the  learnings to pause, and ask  effective questions, rather than  feeling as though I have to  solve rapidly.”

BTS partnered with a multinational bio-pharmaceutical company to create a scalable and accessible virtual version of its in-person assessment center administered to talent with the potential to ascend to critical, senior leadership roles. Central to the design was giving high-potential talent the opportunity to experience a “day-in-the-life” of a senior leader at the company.  

To deliver on that, BTS worked closely with the company to develop a multi-component Virtual Individual Assessment (VIA) experience that included a business case pre-read, written business challenges, role-play exercises, and a debrief interview. Since 2019, around 30 unique VIA experiences for critical roles that span all functions of their business have been developed.  

The partnership has proven very successful, providing data on high-potential talent’s current performance in the capabilities critical to success in those senior leadership roles. The assessments also provided insights on targeted talent planning and development initiatives to close the capability gaps at both group and individual levels. In 2022 alone, 500 participants worldwide engaged in one of these experiences, resulting in a 41% promotion rate, compared to a 14% promotion rate for non-participants.

Client need

A $6 billion federal contracting company in the U.S. needed to build a future-focused leadership bench capable of executing its strategy to deliver on growth and extend their position of industry leadership. While the company has a successful history, they recognized an opportunity to invest in critical capabilities that would ensure their continued success in a rapidly changing environment. The CEO and the leadership team were looking for an innovative approach to accelerate their leaders’ ability to lead and influence others, while simultaneously strengthen their capabilities to make data-driven decisions in critical moments.

The development journey they took with BTS began by grounding these high potential leaders in the capabilities and behaviors that create executive presence and influence as measured by the Bates ExPI^TM leadership model, while connecting it to the business-critical themes of strategic thinking, entrepreneurial thinking, and innovation. The Leader Lab integrated experience enabled their leaders to develop and practice strategy execution, while flexing key elements of executive presence. As the leaders worked through the journey together, they were able to practice collective leadership based on collaboration and trust, a key goal for the enterprise.

Solution

The development journey was spread over two dynamic and fast-paced development sessions.  The audience was 50+ high-potential and cross-functional leaders, who manage some of the company’s largest, multi-million-dollar client relationships.

Building the capabilities of executive presence

Participants started by going through the ExPI^TM assessment, combined with virtual coaching calls and debriefs, to understand their strengths and opportunities to lead effectively. They then attended a 3-day classroom-based program. The first two days focused on strategy, entrepreneurship, and innovation, taught by a local university’s business program. On day three, BTS facilitators highlighted behavioral elements of leadership presence and influence. Post-program the leaders took the practical, tangible learnings back to practice in the business and build their skills.

Leader Lab: tapping the power of business acumen

In the next phase of the learning journey, participants attended a live, classroom-based Leader Lab. This customized experience included a three-day business simulation. Together in teams, leaders assumed different positions from their day-to-day roles, grappling with tradeoffs similar to those they would encounter in real life and practicing making decisions in a safe learning environment. This experience was designed to inspire leaders to adopt enterprise-wide thinking and strengthen their decision-making capabilities. The Leader Lab experience included:

• Two rounds of simulation dedicated to executing their team’s strategy by running their ‘business’ in a dynamic market where unexpected moments force the team to make quick decisions.
• Observation-based assessment of individuals on each team, based on behaviors core to executive presence and communication
• Introduction to an intuitive yet powerful approach for applying data-driven decision making
• Practice delivering persuasive presentations in small groups with peer and expert feedback

To reinforce behavioral change resulting from the sessions, participating executives committed to simple actions that would facilitate accountability and help leaders carry learnings back to their teams. Facilitators continuously provided feedback, encouraging leaders to collaborate across the enterprise and invest more time in getting to know one another.

Results

The collaborative spirit generated in the session was highly visible and contagious – just the kind of mindset and energy the company needed to move its culture forward to achieve new growth. Both sessions were ranked highly by participants, garnering a Net Promoter Score (NPS) of 82 and 93, respectively.

Following these development efforts, the company’s high potential leaders advanced their ability to work together more collaboratively, and problem solve at a peer level, reducing the need to escalate issues and increasing the speed of execution. This is reducing risk and increasing work efficiency. It has also improved their ability to lead and manage their multi-million dollar-client portfolios as they apply their new leadership skills with their teams and their client partners, reinforcing the longer-term sustainability of that revenue.

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.

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