CASE STUDY
The Client

INDUSTRY
Financial Services
LOCATION
AustraliaFinancial Services
Challenge
A mid-level manager in a financial services company had been promoted to a senior leadership role overseeing multiple departments. The manager struggled with stepping back from the hands-on work and delegating tasks, often getting caught up in operational details rather than focusing on strategy.
Approach
We focused on changing their mindset from task-oriented to strategy-focused leadership. Through regular coaching sessions, we discussed the importance of trusting their team, building strategic alliances with other departments, and focusing on higher-level goals.
Solution
The manager began delegating operational responsibilities to his direct reports and department heads, and began shifting their focus to building relationships with other senior leaders,and aligning departmental goals with the broader company strategy. We also worked on building the manager’s executive presence to enhance their influence in the leadership team.
Experience
Over the course of six months, the manager became more confident in their senior leadership role. They reported greater clarity in their strategic thinking and a noticeable improvement in team performance. Their executive presence also improved, leading to more effective collaboration with other leaders.
Invitation to Work Together
Yvonne Cohen works by invitation or referral.
To get invited to have Yvonne as your mentor, she will first invite you to answer 7 questions so she can review and understand your challenges, your goals and objectives, and your timing for when you’d be able to start mentoring together—plus the timing for accomplishing your goals or objectives.
She will respond within 24-hours via email and provide you a booking link for you to choose your best date for a private first conversation.
Looking forward to achieving your goals together,
Yvonne