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Clients

I am proud to serve a range of clients with professional services including:

APMG-UK specialises in the accreditation and certification of organisations, processes and people.

Business Objectives

Develop organisational and individual competency to support and drive business growth; robust succession planning; drive values and behaviours at the heart of APMG culture.

The Solution

Facilitate numerous workshops with UK and international representation across the business to review the values and desired behaviours at every level.
Develop & implement a high-performance competency model
Coach the HR team through a succession planning strategy

Personal Touch Financial Services are one of the largest Financial Service Networks in the UK with over 2100 Financial Advisers.

Business Objectives

To re-focus the company around its purpose
As part of a larger business turnaround, to create a ‘service excellence’ ethos, and put the ‘customer’ at the heart of the business
To implement more structure and discipline re. business planning
To up-skill the leadership and senior management team re. performance management

The Solution

Service Excellence workshops conducted; cross-functional processes & systems reviewed and adjusted, strategic initiatives launched, leadership and management training.

BNY Mellon is a leading asset management and securities services company.

Business Objectives

Deliver a first class ‘Focus on Performance’ leadership training programme.

The Solution

Three modules delivered throughout the year, focusing on ‘Planning for Success’, ‘Coaching for Performance’ and ‘Motivational Performance Reviews’.

Wates Construction Plc is one of the largest UK construction companies.

Business Challenge

To facilitate company-wide change management and adoption of a new strategy & CRM programme

The Solution

Communications planning & facilitation of Executive level change workshops
Read the the full case study

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You can often find a speaker who has a lot of good content but has poor delivery. You can easily find a speaker who has good delivery but has poor content. It is very rare to find someone who is good at both simultaneously and who has a flair for engaging with people.

— Alex Volossevich, Company Secretary, Fincore.

Just wanted to say thank you for speaking at the conference. It added a great (non numerical) dimension which has received some great feedback…

— Dev Malle, Group Sales Director, myhomemove, myhomemove

The workshops Joolz facilitated with our executive level key sponsors were well received and helped significantly in driving adoption across the group.

— Chris Cornall, Programme Director, Wates, Wates

Joolz is a highly intelligent and dedicated professional. She understands the key issues of driving change programs, and associated business processes. We have worked together on a number of challenging projects, and she has always displayed the utmost commitment and total professionalism.

— David Woodhead, CRM & Digital Transformation Practice Lead, CSC Global, CSC Global

We thoroughly enjoyed your presentation yesterday and it certainly set us up feeling motivated for the day.

— Ian Nash, Business Development Director, Santander Corporate & Commercial Banking, Santander Corporate & Commercial Banking

Joolz is a wonderful person to work with; a very holistic approach, full of creativity, proficiency, meticulous eye for detail, understanding of the big strategic issues, very enlightening and enlightened – Joolz brings soul to work in a practical, sensible and wonderful way.

— Georgeanne Lamont, Founder, Caring for Care Homes, Caring for Care Homes

I’d recommend Joolz to any organisation looking for an experienced and credible consultant who knows how to translate the ethos of ‘people at the heart of business success’ into results.

— Doug Crawford, Chief Executive Officer, My Home Move, My Home Move

Joolz is passionate about her work, and articulate and engaging in her talks. Her knowledge of the subject matter is particularly emphasised during Q/A sessions – I would have no hesitation in recommending Joolz to any organisation who wishes to build on their success.

— Gary Cranford, Business Manager, Thames Valley Chamber of Commerce, Thames Valley Chamber of Commerce

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