Corporate Client Case Studies
Challenge
Navigating a rapid state of change, Eastern Bank leaders need to be better prepared, for themselves and for the impact they make on the organization.
Customer service initiatives, new technologies, and rapid growth are challenging all levels of the organization.
Workshop Objectives:
- Learn how to be better prepared for change
- Gain effective strategies for leading through change
- Adopt tactics for teaching the strategies to direct reports
- Engage the leaders with relevant, fun interactivity
Solution
A customized, one-day leadership development workshop featuring PLAN TO BE YOUR BEST© …As You Navigate Change
Features:
- 8 Leadership strategies for leading yourself and others through change
- 1 Strategy from Rick’s PLAN TO BE YOUR BEST …As You Communication
- Active planning for immediate, relevant application of the strategies
- Full-audience participation using Rick’s unique brand of highly engaging and interactive programming
- Creative integration of Eastern Bank’s historic narrative with many changes since 1818
Results
“Fabulous! We’re going away with the best strategies. I can use them in my every day work. I plan on sharing the strategies with my peers and the employees who work for me as well. Thumbs up.”
— Carolyn Crowley, Senior Vice President, Private Banking Group, Eastern Bank
“You did an unbelievable job facilitating.”
— Ive P. Gonzalez, VP, Talent Acquisition and Inclusion Director
I’ve improved in my ability for handling change. With more planning and preparation, I’ve already noticed a difference in productivity.
Challenge
With a new and uncertain competitive landscape driven by the Affordable Care Act, IPRO needed to engage and motivate their 55 directors
Objectives:
- Learn and apply leadership strategies for dealing with change and to working differently
- Apply new tools for thinking outside of the box, and define new opportunities that will lead to improving performance
- Embrace new IPRO initiatives and navigate industry changes
- Renew their sense of team work and their role as stewards of the IPRO brand
Solution
A Two-Day PLAN TO BE YOUR BEST© Full Management Meeting
Rick Cram partnered with IPRO’s leadership team to customize his leadership program expressly for their meeting.
Features:
- 7 Points of customization
- Practical application of 8 leadership strategies
- Full-audience participation
- Emphasized IPRO’s brand, mission, history and people
- Incorporated IPRO’s internal and external dynamics to deal with significant marketplace uncertainty
Results
“We had a great two days. The staff really found out how to be their best.” —Theodore O. Will, CEO
Challenge
Most of QueBIT’s consultants are Millennials, needing to gain the trust of clients twice their age
Objectives for their annual company meeting:
- Gain strategies and skills to improve the way they communicate with clients and each other
- Have fun with an engaging and motivating program
- Include a special focus on active listening
- Strengthen their sense of team work
- Refresh their commitment to the QueBIT brand
Solution
A Half-Day Leadership Development Experience Based on Rick’s PLAN TO BE YOUR BEST …As You Communicate
Rick Cram customize an interactive program with a focus on advanced communication strategies.
Features:
- 7 Points of customization
- Practical application of 7 communication strategies
- Full-audience participation
- Creative “edutainment” to engage and educate Millennials
- A QueBIT brand experience included
Results
Challenge
Scotiabank’s mortgage division was facing increased competitive pressure and needed to boost their brand
Objectives:
- Capture the attention of mortgage brokers across the country
- Do something bold and different, like their brand
- Create an engaging program that builds relationships between Scotiabank’s underwriters and 500+ brokers across Canada
Solution
A Nationwide Brand-Building Interactive Event Tour
Rick Cram developed and hosted a series of interactive, full-audience participation events that entertained and informed. Using an original game show production that had the brokers and underwriters teaming-up to play and compete for prizes, Rick was able to directly involve over 500 mortgage brokers in eight events.
Formula for success:
- Create a concept that reflects the uniqueness of the Scotiabank brand
- Make it highly interactive
- Use the power of Q&A to make it educational
- Produce high-quality productions
- Aggressive promotion about the value of the *experience*
Results
These are a few of the 500 mortgage brokers who participated in the events and raved about how they experienced something very unique and highly motivating.
Challenge
The Boston Bruins raised the price of season tickets by more than 30% and needed to say “thank you” to their thousands of season ticket holders who stayed faithful
Objectives:
- Create a new and different fan appreciation event in “The Garden”
- Feature the Boston Bruins team players in a way never before seen by the fans
- Include opportunities for season ticket holders to be on stage with the Bruins players
Get In Touch with Rick
Leave a confidential message for Rick:
617-500-0006
International Service from
Boston, MA USA
Connect with Rick
Get In Touch with Rick
Leave a confidential message for Rick:
617-500-0006
International Service from
Boston, MA USA