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Case Study: Wedgwood
Wedgwood – Strategic planning
Here's what Wedgwood had to say about our services.
Who are Wedgwood Insurance?
Wedgwood are an independent insurance broker based in NL
What was their need?
Having experienced a strong track record of growth over a number of years, the team wanted to revisit their strategic plan, but not only the 3-5 year direction and plan, but also what we refer to as ‘core ideology’; the mission or purpose of the organization and their values.
What did we do and what was the result?
We developed an interactive process to engage the senior team in a refresh of all aspects of their strategy, from a revisit of the mission and values of the organization, to the development of a new 3-5 year strategic plan with a practical vision and core strategic goals.
The team now has a refreshed articulation of their purpose, along with a set of 4 core values that guide the culture and behaviour in the organization. The new strategic plan sets the direction for the next 3-5 years and provides the context for operational planning each year with 6 strategic goals that focus the time, energy and resource of the organization so they can maximize growth and success.
What we have done for Wedgwood:
- Values development
- Strategic Planning
“ Jess and her team are people who I have complete confidence in.”
Tom Hickey, President, Wedgwood Insurance
