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Brian Hoadley

Transformation and digital organizational design consultant and leader

Case Studies

Consultancy, Advising and Course development case studies.

Get to know my work

I've assembled a few case studies to illustrate the kind of work I deliver with my clients. Each of these case studies represent the type of work I have focused on for the last 10 years, and are underpinned by the kind of work I've done my entire career.

 

In some cases my work is covered under a Non-Disclosure Agreement and as a result, some content may appear vague to protect my client's confidentiality, while in other instances, results are commercially sensitive, so I've been unable to provide precise figures.

For more information about me or the services I offer visit my main website.

Case studies

Lloyds Banking Group

  • Op Model Design

  • Focus: ResearchInsight & Optimization

  • Focus: Digital Customer Experience

  • Interim Senior Leadership

View Lloyds Banking Group Case Study

Sopra Banking Software

  • Op Model Design

  • Focus: Product Design

  • Coaching and Mentorship

  • Leadership Advisory

View SBS Case Study

Purplebricks

  • Capability Assessment

  • Op Model Design

  • Focus: Digital Delivery Team, Prod Mgt, Prod Design
  • Interim Senior Leadership

View Purplebricks Case Study

UserZoom / UserTesting

  • Training and course design

  • Team Practice Improvement

  • Leadership Coaching (U.S. & U.K.)

View UZ / UT Case Study

Change frameworks

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Engaging across a framework of activity

Over the years I’ve used many different tools and models to build or restructure teams and co-design delivery and operating models with my clients. In that time I’ve come to learn that while different approaches are useful in certain situations, each organization’s challenges are different and require consideration of the entirety of the impact and change they are trying to make.

As such, I looked across the different activities, work types, deliverables, and stages of work I’ve undertaken and attempted to shape that experience into a more flexible and adaptable framework. I use this to explain the kinds of work and activities required, and to set the stage for the different themes of work needing to be addressed.

My framework is a reference point for the work, not a fixed process. And I can work across ANY or ALL of the stages in the framework.

Framework stages

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Assess

Looking across your teams, operating environment, people, processes, and making recommendations for change and improvement.

  • Gather insight

  • Understand “as-is”

  • Define gaps /pain points

  • Map pain points

  • Recommendations

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Shape

Start with high-level shaping of your organization, leadership and next level management structure, budget and headcount needs.

  • Identify processes

  • Understand budgets

  • Design team structures

  • Procure headcount

  • Create vision and mission

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Recruit

Ensure that any individual roles & responsibilities for new hires are aligned with the intended direction of the operating model design.

  • Roles and responsibilities

  • Job specs & recruitment

  • Interview process

  • Candidate interviews

  • Post-interview process

Working with teams at various levels of transformation and digital organizational design, from creation of new teams to realignment and restructuring of existing teams.

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Onboard

Create an onboarding process that not only aligns new hires to their teams and organization, but also to the change work underway.

  • 0-6 month process

  • Onboarding governance

  • HR processes

  • Employee assessment

  • Probation process

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Build

Once priority team members are in place, proceed to the mid-level to lower level process design, create team roadmaps, budgets, etc.

  • Budgeting /forecasting

  • Process /workflow design

  • People management

  • Roadmaps /growth

  • Engagement strategies

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Embed

Design integration activities, plans, workshops, training sessions, build cross-functional teams to address continuous improvement.

  • Leadership building

  • Team comms planning

  • Relationship building

  • Evolve processes

  • People strategy

Providing support for a time after the work helps to ensure it becomes embedded in their organizations over time.

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Support

Ongoing support for practice and organizational leadership, periodic assessments and reviews, courses and training for leaders and teams.

  • Mentoring /coaching

  • Advising

  • Progress reviews

  • Practice health check

  • Courses /training

Brian Hoadley

Transformation and organizational design consultant and leader

  • LinkedIn

Case Study Home Page

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© 2024 Brian Hoadley

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