Client Case Study
Thought Partner for the Day
Advisory Support & Presentation Strategy
A Personal Advisory Board Experience with a Workplace Well-Being Leader
Every leader needs a trusted advisor, especially when navigating the complexities of a new role. This was the case for our client, the Director of Workplace Well-being at a prominent Canadian post-secondary institution, who recently faced the daunting task of presenting a strategic plan to her new organization’s C-suite. Overwhelmed by the stakes, she turned to C3 Effect’s Personal Advisory Board Experience, confident in the confidentiality and personalized support we provide.
How We Supported Her Journey:
Draft Review: Initially, she shared her strategy draft with us. Through a rigorous review process, we asked probing questions that challenged her assumptions and provided actionable feedback, helping to refine her approach.
Revised Plan: With new insights gained, she developed a revised plan. We further enhanced it by integrating a comprehensive stakeholder and communications strategy, tailoring it to resonate with and influence her executive audience effectively.
Boosted Confidence: Our collaborative process not only sharpened the strategic plan but also significantly boosted her confidence. She gained the assurance needed to present and execute her ideas effectively, knowing she had a robust strategy backed by expert guidance.
Like all of our Personal Advisory Board sessions, this engagement was conducted under strict confidentiality, ensuring a safe space for our clients to explore and enhance their leadership capabilities.
As a new senior leader in a high-visibility role, I felt the weight of presenting my ideas to c-suite executives. The pressure to make an impact quickly felt daunting, but C3 Effect’s Personal Advisory Board Experience changed that for me. Their collaborative approach helped me hone my business storytelling skills and a sounding board to ensure my strategic proposals were clear, persuasive, and engaging. They also went a step further by providing coaching on how to trust the skills that brought me into Senior Leadership and stop downplaying the impact I bring to my organization.
Working with C3 Effect left me feeling more confident in my deliverables and with an Advisory Team invested in my success.
— Director, Workplace Well-being