Practice with an Expert: Supercharge your storytelling

How one of the world’s largest cloud-based software companies partnered with BTS to help their financial leaders their external communication.
February 1, 2020
5
min read
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Client need

These financial leaders needed to improve how they converted critical information into a compelling story for their business partners to comprehend. To remedy this issue, the company partnered with BTS to co-create a customized Practice with an Expert solution, ensuring meaningful and lasting behavior change with a tailored experience co-facilitated by Communication subject matter experts with PhDs in Communications and Rhetoric.

For additional expertise, BTS invited a communication consulting firm to partner in developing and delivering the solution. In collaboration, the three companies began building the solution by discussing communication, storytelling, and how to build those skills in an innovative and effective manner. The standard way of learning effective communication is typically presentation-focused, only measuring the audience’s reactions to the meaning of a speech delivered. However, BTS’ solution was designed with a specific rubric that included behavior-based criteria that can be observed and evaluated in an objective way. By focusing on concrete indicators, participants are left with actionable goals based on the behaviors they need to change to become more effective communicators.

Solution

A storytelling journey: communicating effectively

When communicating complex information to other teams, the software company’s financial leaders often struggled with an over reliance on data, making it difficult for key stakeholders to understand. The solution, a Storytelling Journey, was therefore designed to help financial experts transform data into a story-like narrative with a clear message. The journey couples learning assets with practice opportunities, involving a set of short videos that teach the importance of messaging and crafting a narrative, as well as one-on-one virtual sessions with experts to put the newly learned skills to the test. Consistent with BTS’ belief in "learning by doing," this multi-faceted approach is one of the most effective learning methods as it combines both self-paced learning and individually-tailored practice opportunities.

Every year, two cohorts of 30 finance professionals at the software company experience the journey, developing their communication skills to become effective storytellers. The Storytelling course objectives are centered on the assumption that business partners are more likely to accept data with the right messaging. Therefore, storytelling techniques help financial leaders:

  1. Tell compelling virtual stories with data
  2. Engage the audience
  3. Persuade the audience to take action

The journey begins with financial leaders reviewing a series of animated video vignettes and practice exercises, designed by BTS, that present communication strategies and tactics, including the importance of choosing the right kind of messaging given what they are communicating and to whom. The videos enable participants to craft an overarching narrative using an understanding of their audience, while also incorporating key data points they need to convey using persuasive language. After completing the videos, participants practice the new skills gained from the videos by engaging in two role play exercises with a communication expert.

The first role play requires participants to understand the needs of a broad audience and make a persuasive case in a presentation format. The participants take two to three hours to create their presentation using data from real-life scenarios they face on-the-job. They then practice delivering this presentation to a communication expert playing the audience. Thus, participants get to experiment and practice communication skills in a risk-free, one-on-one environment. They deliver the presentation over a video-call and the expert evaluates them according to four skillsets: whether they used storytelling techniques, shaped an actionable story, effectively presented data, and applied varied speech elements. The experts then provide on-the-spot feedback on what was effective and what was less effective during the presentation delivery.

In the second role play, the expert plays a senior audience member who asks to follow up after the presentation to ask questions. This exercise requires participants to form a more personal connection to the individual asking the questions, testing their ability to listen and flex their communication skills to the needs of this individual. The presenter is trying to persuade the ‘senior member’ to buy into various points of their presentation. They are trying to convey these points using storytelling, and the skills they learned from the videos, which includes being conscious of the message they are trying to develop as well as how they may be perceived by colleagues.

These two exercises, a formal presentation and a question and answer scenario, ensure participants get a chance to practice two forms of communication, tailoring their language to the setting and needs of different audiences. To ensure long-term learning, each participant’s role play is recorded and watched by assessors who embed their comments into the video, so when participants view the video, they can read the feedback as they watch their behavior. The participant thereby receives real-time and relevant feedback from the evaluation, and is able to learn from each experience.

Results

After this experience, participants are set up with “Go-Do” activities, where they are held accountable for applying learned skills back on the job. As part of confirming that participants make progress towards their “Go-Do” goals, participants receive email check-in notifications and reminders for a defined period of time following the program, at a rate that ensures real actions back on the job. BTS’ “Act@bts platform serves as a hassle-free accountability and follow-up resource to log, track, and measure these Go-Do actions and the goals each participant wants to achieve following the program. This tool further cements that these behavior changes will be maintained in the future.

The Storytelling journey and follow-up Go-Dos proved to be extremely successful, with participants, the company’s financial leaders, reporting significant improvements in all four skillset areas.

Client testimonials

“I think many of us are taught to explain and then deliver our big idea, but this was useful in really highlighting why you start with your big idea.”
“I talked less about the financials and more about the strategy decision-making, my story-telling and passion came alive. I think when discussing the financials, I am going to make it more storytelling and less about the weeds to engage the audience, especially if it’s a non-finance executive audience.”
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Building a future-ready leadership bench in global fintech
A global fintech company partnered with BTS to strengthen senior leadership effectiveness and cultural alignment during rapid growth.

Client need

A global fintech organization was navigating rapid growth amid increasing business and talent market volatility. As the company scaled, senior leadership recognized the need to strengthen leadership effectiveness and cultural alignment at the top of the organization.

The goals were to:

  • Accelerate the effectiveness of critical C‑1/C‑2 leaders.
  • Rebuild confidence and alignment around the company’s values.
  • Gain deeper, actionable insights into the culture and leadership realities.
  • Inform future senior‑talent decisions (selection, fit, succession).

The organization partnered with BTS to design a scalable approach that would both develop senior leaders in role while simultaneously generating insight to shape the future of the enterprise culture.

Solution

The result was a multi-year, integrated leadership partnership combining executive advisory and cohort-based simulations.

Together, BTS and the organization built a multi-year leadership partnership designed to accelerate senior leader performance while generating enterprise-wide insight.

The solution combined two core components:

  • Executive advisory - targeted 1:1 engagements to shift behavior in real time
  • Leadership simulations - cohort-based experiences to align leaders around operating principles and surface patterns at scale

By strengthening leaders in role while creating visibility into cross-organizational themes, the partnership supported both immediate performance and longer-term talent strategy.

Executive advisory

The work began with a six-month engagement for the top 7–8 senior leaders and expanded globally toC1/C2 roles critical to future success.

Each engagement:

  • Followed a structured BTS advisory protocol
  • Anchored development in the company’s values
  • Focused on live enterprise challenges, stakeholder alignment, and decision-making

Because the work was grounded in real business priorities, impact was immediate. Themes across engagements provided leadership and HR with clear insight into strengths and friction points across the senior population.

Leadership simulations

Annual simulations reinforced enterprise priorities at scale.

These immersive experiences:

  • Translated leadership expectations into applied decision-making
  • Built a shared language across regions and functions
  • Generated cultural and behavioral insight

Findings from both workstreams informed decisions related to selection, succession, and senior talent planning.

Results

During a period of growth and market pressure, the partnership strengthened critical leaders and clarified the future of the leadership bench.

Leader impact

Senior executives demonstrated stronger enterprise decision-making, clearer stakeholder alignment, and greater confidence navigating complexity. Leaders described the experience as one of the most valuable investments of their careers.

100% of participating leaders:

  • Would recommend working with BTS
  • Left with a clear development plan
  • Valued their advisor as a thought partner on  live business challenges

Cultural insight and talent strategy

As the work progressed, patterns emerged across leaders, revealing cultural strengths and previously unnamed friction points. HR and executive stakeholders gained across-organizational view of how leadership behaviors were shaping performance.

Expanding the work together

What began with a small senior cohort grew into

  • Ongoing annual simulations
  • Expanded advisory across global C1/C2 roles
  • A pilot to scale coaching capacity and flexibility

Today, the work is embedded in how the organization strengthens and advances its senior leaders, a core component of its leadership strategy.

Testimonials

“My coach was instrumental in helping me to align with my manager on where and how to create more focus in my role. They held me accountable for results and follow-through. They helped me think through how to work the system with all of its’ big personalities and ever-changing dynamics.”
“My coach helped me to learn and claim my superpowers and stay focused on spending my time and energy in that space and to let others do that same thing.”

 

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Building enterprise leadership in medical affairs
Learn how BTS helped a global life sciences company strengthen enterprise leadership in critical medical affairs roles through simulations, leadership assessment, coaching, and cross-functional leader development.

Client need

A leading global life sciences company was operating at the forefront of scientific innovation, delivering therapies to millions of patients around the world.

The organization's strategy called for Medical to play an increasingly visible and influential role across the enterprise, not as a scientific function operating in parallel with the business, but as a core contributor to strategic decisions spanning pipeline priorities, governance forums, and commercial direction. The ability of medical leaders to operate at that level had become a strategic imperative.

These leaders were not generalists. Many had built careers in academic and research settings, developing deep expertise in science and medicine. In their roles, they operated at the intersection of R&D and commercial, translating scientific insights into strategy, influencing governance forums, and shaping both pipeline and brand decisions. These were among the most complex and high-stakes leadership roles in the organization.

As these leaders took on broader, enterprise-facing responsibilities, the nature of their work shifted. They were expected to work across functions, influence diverse stakeholders, and contribute to decisions that balanced patient, scientific, and commercial priorities in increasingly complex, cross-functional environments.

While highly capable, many had not yet had the opportunity to develop these enterprise leadership skills. With strong competition for talent, the organization recognized the need to accelerate development from within and ensure its leaders could operate as true enterprise contributors.

Solution

BTS partnered with the organization to design and deliver a four-month immersive leadership journey focused on building enterprise leadership capability in some of its most critical roles.

The program engaged 165 leaders across six cohorts, primarily senior leaders in medical affairs, market access, and health economics. Designing an experience that would genuinely resonate with this audience required more than adapting a traditional leadership curriculum. These leaders operated in highly specialized roles, navigating governance forums, balancing scientific and commercial trade-offs, and influencing cross-functional stakeholders without formal authority.

To reflect that complexity, BTS co-created the experience with senior stakeholders across the business, grounding the journey in the actual decisions, stakeholder dynamics, and enterprise challenges participants faced in their day-to-day work. That specificity was essential to making the experience credible, relevant, and immediately applicable.

The program focused on strengthening three capabilities critical to enterprise leadership:

  • Enterprise mindset
  • Influencing across the organization
  • Communication and storytelling

To build these capabilities, the journey combined assessment, practice, and application through a set of integrated experiences:

Enterprise simulation and assessment (in-person)

The journey began with a simulation based on real governance forums and asset-level decisions. Leaders worked through role-based scenarios with assessor-coaches, navigating trade-offs and stakeholder dynamics in a realistic enterprise setting.

Each session included immediate feedback supported by:

This established clear, evidence-based development priorities tied directly to each leader's role and business context.

Experiential workshops (2 x 1.5 days)

Leaders then participated in two immersive workshops focused on decision-making and influence in cross-functional environments.

Using real business scenarios, participants practiced aligning stakeholders, navigating ambiguity, and communicating complex scientific insights with clarity and impact. The workshops emphasized active practice and real-time feedback.

Individual coaching (throughout the journey)

Each participant worked with a dedicated assessor-coach to translate insight into action.

Coaching centered on upcoming business decisions and stakeholder interactions, with manager involvement helping reinforce alignment with enterprise priorities and day-to-day application.

Peer learning and application (ongoing)

Leaders participated in small peer groups that met throughout the journey to reinforce learning and accountability.

These sessions created space to reflect, share experiences, and apply new approaches in real time, helping build consistency across the organization.

Across every element of the journey, the work remained grounded in real business challenges. Leaders built capability by practicing the same decisions, conversations, and trade-offs they faced every day.

Results

The program's success led to continued investment, with new cohorts of more than 200 critical role leaders now underway. Overall, the program strengthened how leaders think, decide, and influence, improving both decision quality and cross-functional execution.

Impact was assessed through:

  • Post-program surveys
  • End-of-journey evaluations
  • 49 structured interviews with participants and their managers

Every manager interviewed reported sustained positive behavior change. The most significant shift was in how leaders approached decision-making. Participants engaged stakeholders earlier, clarified trade-offs more effectively, and showed up with greater confidence in governance discussions. As a result, decisions moved faster and with less friction.

The impact extended beyond the Medical function itself. Colleagues across commercial, R&D, and other functions began noticing a tangible difference. Medical leaders showed up differently in joint forums, communicating complex scientific trade-offs more clearly and building alignment more effectively across competing priorities. Conversations that once required multiple rounds of clarification increasingly moved to alignment more quickly.

Leaders consistently improved in several key areas:

  • Earlier alignment before formal decision forums
  • Greater confidence navigating ambiguity and enterprise trade-offs
  • Stronger influence across cross-functional groups
  • Clearer, more concise communication of complex scientific insights

Collectively, these shifts improved cross-functional decision-making and execution across the organization. Leaders were better able to prioritize enterprise value, align diverse perspectives, and ensure medical insights were clearly understood and acted upon.

The impact extended beyond individual participants. Leaders applied these approaches within their own teams, reinforcing more consistent ways of working across the organization and helping position Medical as a strategic enterprise partner rather than solely a scientific function.

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Driving engagement and retention with scaled coaching
Discover how Wellstar Health System scaled leadership coaching to boost engagement, retention, and measurable business impact with Sounding Board, BTS’ scaled coaching solution.

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.