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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

More About Joolz Lewis


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