Case Studies and Client List

Examples of David’s work convey the range and depth of impact achieved through leadership and strategy consultancy, coaching, trusted advisor relationships and events and group workshops.

More details on cases can be provided in an introductory conversation.

Case Studies by Theme

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Developing and Implementing Strategy

Case Study 1

The leadership team of a UK R&D subsidiary of large multinational were assisted in developing an effective means of operating successfully as a semi-autonomous entity within the larger group – in effect, to operate as a business within a business, not in a subversive way, but rather to take the initiative about their future workload pipeline systematically.

The President and the Directors were very happy with their newfound agency in their own future and proceeded to secure a sustainable operation.

Case Study 2

A deft system of portfolio management to make a reality of implementing strategy was established for a large unit (school) of a large academic institution.

This enabled the relatively complex organisation aspiring to implement a multitude of strategic and other change initiatives to corral them into a serialised process, which improved focus and concentrated effort and enabled more rapid progress to be made.

Leadership and strategy development continued to be provided, enabling the client to substantially increase its research income and industry collaboration.

Senior Team Effectiveness

Case Study 1

The site leadership team of a large specialty chemicals business was assisted to prepare for a significant leadership transition.

This entailed building the self-organising capabilities of the team and the individuals within it, as well as well as strengthening the strategic orientation of the group.

Team members were also prompted to reflect on their management style in a structured way, specifically to be more effective in empowering their team members.

The leadership team was set up successfully to cope with a protracted transition to a new boss.

Case Study 2

A scale-up food-technology business was initially assisted with the resolution of tension between certain executive team members and subsequently with effectiveness of the executive team more generally to interact with each other in the most effective way.

Operational leaders at the next level were supported in their development to be as resourceful as possible in their roles.

In most cases, this involved causing them to see certain changes in their approach that could make a big difference.

In one case – and this is reflective of many similar situations – the manager concerned wasn’t self-aware about his own power and the possible benefits of moderating that in certain situations to achieve more productive conversations with his team – to avoid scaring them essentially.

Understanding our own power and sometimes lack of power is really a universal development opportunity.

Developing Enterprising Leaders

Case Study 1

The production management, production engineering and maintenance leadership group for a large manufacturer of air conditioning equipment (circa 1,500 staff) has been supported with leadership development for a number of years.

This involved equipping the group with a standardised leadership competence model and supporting the development of leaders at all levels in the team and developing their ability to lead their operation collaboratively.

The resulting capability growth has enabled the business to navigate successfully through significant market-driven variation in production volume, in both directions.

Case Study 2

An agile, teamworking leadership culture was established in a specialty printing business.

This company’s issue with lack of alignment amongst its leadership group was resolved through instilling collaborative leadership behaviours throughout the organisation, both up and down the organisation and laterally.

This enabled the business to move from loss-making to break-even and beyond.

Case Study 3

A series of leadership workshops were delivered for a large manufacturer of wood products on behalf of the Managing Director, shifting the culture from a rather autocratic leadership approach to a more enlightened, involving and collaborative style.

As well as improving the workplace, this had benefits for the company’s production and financial results.

Case Study 4

The Managing Director and functional heads of a biotechnology company were supported in a transition from a top-down leadership style in which the four leaders did more or less everything – and were spread very thin as a result – to a style in which leadership effort was much more distributed in the organisation.

A key contribution was designing a system of oversight such that the MD felt he could mitigate the possible consequences of giving away some control.

Universities – Leadership Development

Case Study 1

At one institution, work on leadership development has led to increased research grant and industrial partner income, more focused strategic leadership of the operating units of the university, and more systematic development of future leaders within those units.

At least an additional £30-40m in research grant income has been secured as a direct result and the institution now has a much-improved reputation as a partner for industry.

Case Study 2

At another institution, one academic unit (school) was supported in transitioning from a centralised line management structure to a more devolved approach with a number of research institute leaders coached in taking on line management responsibility.

The leadership team were supported in agreeing processes to give effect to the new arrangement.

Case Study 3

The leadership team of a professional services function within an academic institution was supported in overcoming tension between team members, arising partly through lack of clarity about direction and strategy as well as communication problems within the group.

Trusted Adviser & Coaching

Case Study 1

The leader of one College within a large academic institution (university) was supported with periodic meetings to discuss issues and opportunities across both the College and the wider institution.

As is very often the case, the client found it very helpful to explore issues with a well-informed but independent person.

Similar support was provided to other members of the leadership team in the College and also to another senior leader of institution, thus contributing to strategy development for the institution as a whole.

The institution is in good health, not withstanding the challenges in the sector.

Case Study 2

The production general manager of a large manufacturing business has also found it helpful to discuss issues within his operation and the strengths and development needs of his leadership team.

University-Industry Research Centre – Culture Development

Case Study 1

A university-industry research centre was assisted to establish a culture appropriate to its dual industry-university operation.

Crucial to this is accepting the need for a “cultural island” approach in which the culture of the organisation is deliberately developed to have the features appropriate to technology transitioning between academia and industry, specifically though the Technology Readiness Levels (TRLs) 4-6.

Without conscious attention to this, organisational participants are liable to assert the appropriateness of their background TRL context (1-3 for university and 7-9 for industry), leading to a variety of problems and difficulties.

Workshops on this topic were subsequently run on a number of occasions for a related organisation.

Large Group Facilitation

Case Study 1

A number of research programmes have been supported with facilitation of large scientific meetings involving multiple stakeholders, including industry, research funders and others.

Some of these have used an internationally-recognised technique for large group dialogue called Open Space, in which participants nominate the topics they feel need talked about under a convening question.

This approach has the desirable side benefit of building interconnections between participants and stimulating the self-organising potential of the group.

Many of these events have specifically been in the medical devices and life sciences fields, where facilitation support is found to be particularly helpful possibly because of the large number of scientific disciplines involved.

Large group facilitation has also been provided for similar events involving patient groups, in a recognised process known as Public and Patient Involvement and Engagement (PPIE).

Clients and Organisations Supported:

Accentor GT

ACS Consultancy

Advanced Forming Research Centre (AFRC)

Ailsa Reliability Solutions

AIM Europe

Albacom

Alex Begg

Allen Training Associates

API Foilmakers

Archangel Informal Investment

Arthian

Aspen People

Audit Scotland

Babcock International Group

Babcock Naval Services Limited

BAE Systems

BASF

Bayes Institute

BIALL

BIB Cochran

Boeing

Booth Welsh

Boswell Mitchell and Johnston

Bridge of Weir Leather

Built Environment Forum Scotland

Burnhouse Engineering

Business Success Partnership

Cairn Energy

Canon Medical Research Europe

Carlisle United Business Club

CB Technology

CeeD

Churchill Drilling Tools

City of Glasgow College

Clearwater Brookes

Clydesdale Bank

CMI Scotland

College Development Network

Component Sense

Core Mediation

Core Solutions

CPA Engineered Solutions

CVS Falkirk and District

DA Professional

Delta Electronics Europe

Devro

Diamond Indsutrial Supplies

Dover Fueling Solutions

Driven2Deliver

Dundee and Angus College

Dynamic Knowledge Corporation

Edinburgh World Heritage Trust

Enough / 3FBIO

Enterprisingme Design

Equis Ice Cream

Fire Protection Group

FWB Park Brown

Glasgow Centre for Inclusive Living

Glasgow Chamber of Commerce

Glasgow City Council

Glasgow Council for Voluntary Services

Glasgow GGSL

Glasgow Science Centre

Go Group

Hanon Solutions

Here’s the Plan

Hillington Innovation Centre

Hudson

Hytec Limited

IIBA

Institute of Directors

ISC

Jacobs Engineering

JWF

Kasscol

Kelvin Connect

Kigtek Solutions

KubeNet

Kwik Fit Financial Services

Lamont Associates

Lenovo

Liberty Roofing

Lightbody of Hamilton

LINC Scotland

Lochlie Construction

MacTaggart Scott

Margaret Blackwood Housing Association

Delahunt Associates

Milne Craig

Ministry of Defence / Royal Navy

Missiles & Space Batteries

Mitsubishi Electric

MLM CPS

Mott MacDonald

NiTech Solutions

nlp2 Solutions

National Manufacturing Institute Scotland (NMIS)

Norbord

NPI Solutions

NUI Galway

NVT Group

Parity Professionals

Partners&

PG Paper

Philips Lighting

Power One Group

PRHP

Protective Research Industries

PSI Electronics

Quarriers

Rautomead

R-Biopharm Rhône

Ritchie

Robert Noble

Rosemary Allford

Ryanair (Prestwick Aircraft Maintenance)

Scott and Fyfe

Scottish Enterprise Dumfries & Galloway

Scottish Government

Scottish Institute of Business Leaders (SIBL)

Scottish Leaders

Scottish Leather Group

Scottish Legal Aid Board

Scottish Public Services Ombudsman

Sentient Medical

Seric Systems

Shackleton Technologies

Sheraton Grand Hotel & Spa

Skills Development Scotland

Smoking Gun PR

Solenis

Spirit Aerosystems

Spotmix Scotland

Star Refrigeration

SUERC

Targeting Innovation

Thales

Thomas Robinson Architects

Tots Bots

Tristar

UBS

University of Edinburgh

University of Glasgow

University of Liverpool

University of Strathclyde

Vision Financial Planning

Vital Human Resources

VWM Wealth Management

Whitespace

Wisdom IT

Woodward Aircraft Engine Systems

Wyman-Gordon

Zero Waste Scotland