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Professional Services Organization

Codifying Culture

Coming Together with a Shared Purpose and Culture

The Challenge:  

When two professional services firms closed on its merger of equals to become a Top 10 national firm, it marked the beginning of the most important work for the NewCo. Two legacy organizations needed to come together as one team with a shared purpose and culture that differentiates and reinforces why together is better. Just weeks after the transaction closed, the NewCo leadership engaged The Grossman Group to lead their firm on an important journey to define the culture of the organization and literally write the book on how to deliver an unmatched client experience.

The Solution:

In less than four months, The Grossman Group:

  • Engaged and facilitated task force teams to co-create and define a net-new purpose, mission, vision, and values. This marked the first time teams from the legacy firms worked together
  • Wrote and designed a 100-page book to unify the firm around its culture and guide everyone on how to deliver on the client experience
  • Developed key artifacts to unveil and rollout the NewCo culture at key launch events and ongoing communications 
  • Enlisted 100+ NewCo team members as champions to roll out the firm’s DNA at the annual partner meeting of 1,200+
Key Results:
  • Gained buy-in from 1,500+ NewCo team members who were part of the co-creation and engagement process
  • From team members associating by their legacy firm to collaborating together and identifying as One NewCo
  • Materials are now used to teach and train team members across the firm, and for internal communications and marketing efforts
  • Employee and client feedback has been positive

“The Grossman Group has been true partners on this journey. They exemplify what it means to deliver an unmatched client experience.”

– Senior executive and program sponsor

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The Grossman Group

At The Grossman Group, we leverage our diverse experience on your behalf. Contact us to partner with an experienced, focused, and results-driven team of culture change experts.

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