Global Strategy Alignment: Bridging the Gap Between HQ & Regional Teams
TAGS: INCLUSION, STRATEGY, TALENT MANAGEMENT, BOARD/COUNCIL, MEETING FACILITATION
THE OPPORTUNITY
An international finance firm needed to align its US-based inclusion and diversity strategy to better reflect a changing social landscape. While the firm had a global roadmap, the US committee needed a partner to help them revise their specific priorities for 2025 and beyond while ensuring they remained aligned with their company-wide goals and values.
OUR PROCESS
We acted as the strategic bridge between global expectations and local execution. Our approach focused on high-level alignment and actionable planning:
We met with the US HR Lead and their international counterparts in Europe to understand the firm’s global objectives and how the US strategy could best support them.
We reviewed the firm’s existing EU and US roadmaps and designed a high-impact strategy session tailored to the committee’s unique needs.
We led a half-day intensive session with the US I&D committee to brainstorm a new 2030 vision and prioritize the "jobs to be done" for the next 1–2 years.
WHAT WE DELIVERED
A 2030 US Strategy Vision focused on high performance and authentic culture.
Three strategic pillars to guide talent practices, culture, and communication.
A 2025 Strategic Roadmap featuring nine high-priority goals with defined owners and deadlines.
A KPI Framework to track progress across intern pipelines, mentorship participation, and employee sentiment.
THE IMPACT
Unified Direction: Reached a committee-level consensus on a new long-term vision, ensuring the US team was moving in lockstep with global goals.
Operational Clarity: Moved the committee from broad ideas to nine specific, measurable goals with clear accountability.
Targeted Growth: Established a clear plan to improve representation at senior levels and enhance the firm’s brand as an employer of choice.