Results

Case Studies

These case studies will give you a better idea of how Endeavor Management can partner with your company.

Client Success Story: Meador Staffing

Finding Strength in those who Find Opportunities for Others

“Strengths add purpose and meaning to an organization”
Meador Staffing is a staffing agency that finds the right candidates for temporary, contract, and
permanent work with a reputation for providing excellent service to employers and candidates
alike. The firm was established by two former human resources professionals in the
petrochemical industry in December 1968 and continues to thrive today.

With such a legacy of service, the most daunting challenge Meador faced was overcoming its
employees’ age based misconceptions of each other. Half of the company are over 45 the
baby boomers while the other half are under 30 the millennials. The boomers had laid the
groundwork for the company before the age of the internet and had a traditional work ethic.
Their perception was that millennials in the company were unappreciative of the hard work the
boomers had initially put in so the millennials could work at a successful company. On the other
hand, the millennials felt that their hard work was underappreciated because senior employees
did not account for the fact that the millennials were putting in extra efforts mobily.

Meador Staffing requested support to foster unity and a new found understanding
between staff members.

The Strategy

“If you want to grow your company in a successful way, it starts with people and
understanding them and having them understand each other.”
We had a plan to bring coworkers and management to a level where they could see eye to
eye through Organizational StrengthsCoaching™. Instead of allowing people to build
walls between each other based on arbitrary attributes, StrengthsCoaching™ allows people to
build bridges based on what they have in common and learn how they can work together in a
meaningful way.

First, we met with leadership in the company to understand their short and long term goals,
what obstacles lie in the way of those goals, and how team members interact and collaborate.
To determine what unique insights and skills they bring to the table, a 45 minute
StrengthsFinder® assessment was completed by employees in all 6 divisions of the company.
The next step was to have team members communicate their strengths with each other.
Barbara, lead StrengthsCoach™, guided teams through exercises like “Love, Crazy,
Envy” where members openly talked about the strengths they loved the most, the strengths that
drove them crazy, and the strengths that they admired in others.

Games and exercises allowed team members at Meador Staffing to discover the drives and
dreams they shared; they saw that their shared strengths such as Responsibility®, Achiever ®,
and Belief ® were more important and central to their professional relationships and happiness
than their age. We then provided one-on-one coaching with members of leadership so they
could use the information provided by an individual’s strengths to keep everyone excited about
their work and keep them on track for continued growth and development.

We used the StrengthsFinder® Assessment to show the group that what united them was
not age, but unique, individual viewpoints and skills that coalesce into effective, and productive
teams.

The Results

“Strengths gave us an identity: we’re problem solvers. We have a purpose and a mission
and we have to get this done.”
The difference in performance and understanding at Meador was palpable. Each new project
could be assigned to employees with the strengths needed to complete it. Employees felt their
ideas and individual strengths were respected, and it showed in their work.

This new change was not only a breath of fresh air for the company but also demonstrated its
value in the face of a direct business challenge in spring of the following year. In March of 2016,
Meador experienced a major computer crash, losing all of its data from 2015 – 2016. This would
leave many without a paycheck unless the situation was handled quickly and efficiently.

Fortunately, Meador team members were able to find the right strengths for the monumental
task of piecing their data back together. Over the course of an entire weekend, those with the
strengths of responsibility, achievement, and significance were able to get the information
needed together to pay employees on time. Whereas previously such a challenge might have
hamstrung the company for a much longer period of time, employees were able to put their new
skills and understanding into action to overcome this challenge and keep Meador on track.

StrengthsCoaching™ brings results in the short term, and success in the long term.

Client Success Story: The Advisor’s Resource

Uncovering employees’ strengths so they could Discover their company’s potential

Summary

Challenge 1

Approximately 80 disclosure documents on deadline
When Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act in 2010, it brought on a new challenge for The Advisor’s Resource, Linda Shirkey’s customized compliance company for hedge funds, private equity firms, and investment managers. It was October, and she and her team of three had until the end of March to rewrite around 80 disclosure documents that would update the entire regulatory disclosure for each of their clients.

The team had to draft each document, send it to each client for review, and then edit based on their comments. Linda, who was in charge of the project, wanted to be confident so that her team could be confident. However, she was nervous and did not want her team to know that she felt that way. So, she turned to her friend and executive coach Barbara Stewart for help.

Interim Goals and Visualizing Progress

“Barbara knew I needed to talk things through, and she helped me set a schedule and held me accountable to it; Barbara structured it in a way that I didn’t feel like I was beating up my team, because we were working horrendous hours,” Linda said.

In addition, Barbara helped Linda develop a project spreadsheet that showed the Advisor’s Resource team where they were on completing each of their clients’ disclosure agreements as well as the client feedback. This spreadsheet allowed Linda to easily track her team’s progress, ensure they were hitting their goals, and see that each disclosure document matched her client’s expectations.

Results

A stronger sense of control
The interim goals Barbara helped Linda set gave her a greater sense of control over the project. That, coupled with the progress documented on the spreadsheet, led the team to not only finish all of the disclosure documents, but to finish them on time and provide her clients with quality work.

To this day, Linda considers the disclosure document re-write a project that helped her grow as a leader.

Challenge 2

A team pulling in different directions

The Advisor’s Resource had more than documents to sort out next. While Linda felt like that particular project had made her team stronger and closer, by the spring of 2014 she felt her team was not working together as effectively as they could be. She thought she was “pushing a string” with her employees, and did not know “how to give them incentives.”

“It just didn’t feel like it was running smoothly,” Linda said. “It didn’t feel like we were doing the best we could for our clients and pulling together as a team, and I didn’t know how to get us to pull together as a team. I felt like I was wielding a whip, and pulling the wagon, and I think we all felt like we were pulling the wagon in different directions.”

Strategy

Results

Finding new potential in old employees

Immediately, Linda saw that her team had strengths she did not. While Linda is strong on the strategic side, none of her top ten skills are on the execution side, the assessment revealed.

“That’s where my team is strong, and that was happenstance. I like to think it was brilliance, but I ended up hiring people that supplement my strengths in a way that makes us better as a whole,” Linda said.

However, the assessment revealed even more. For instance, one of her employees is a former proofreader and editor. The test uncovered that she has Woo™- the ability to easily win over others- in her top five strengths. Before taking the assessment she had been stuck working on manuals behind a computer screen. After learning her top five results, Linda arranged for the employee to market the company’s off site training program to clients, in addition to manual writing.

Giving that employee a new, hybrid role that had her interacting with people led to more business from existing clients.

“Once she understood the training programs – and understood what we were doing with them – she was comfortable pitching them, and she’s increased some of our relationships by 20% or more,” Linda explained.

The assessment also changed the way The Advisor’s Resource delegates tasks to its employees for each client. Whereas before, the company would have a point person handling everything for a particular client, now it divides up tasks. There is still a point person, but someone handles the registration process, another team member writes the manuals, and so on.

“We’ve shifted who does what across the board, both for job satisfaction and for effectiveness,” Linda explained.

Now, Linda has a team where each member understands her strengths. And because the Advisor’s Resource organizes how they tackle tasks based on their team’s strengths they have a focus and direction that allows them to grow their relationship with current clients, and effectively onboard new ones.

How Barbara Still Helps Linda

Linda still meets with Barbara once a month for personal coaching sessions, and even uses her StrengthsFinderⓇ service so The Advisor’s Resource and their long-term contractors get the most from their experience together.

“I think it’s helpful to anybody,” Linda said about the CliftonStrengths® assessment. “And it’s very helpful to me as the team leader. I want us all using the same language.”

If you want your company to grow stronger, and aim to better understand your team and clients, give Barbara a call now at 713-877-8130 or email her at bstewart@endeavormgmt.com.

Client Success Story: RISK Inc.

Discovering a Framework for Communicating Effectively

The Challenge

We were hired to facilitate a ½ day workshop on Communicating with Style at the company’s three-day retreat.

For RISK, the quality of work produced and client satisfaction depends on team members’ effectiveness in facilitating lengthy (up to two weeks) planning sessions to develop safety procedures. These sessions involve participants from all areas of a client company including executive leadership, management, engineers, safety managers and operators. Not only does this involve differing opinions on how to effectively manage safety and plan responses to emergencies, it involves hierarchy, education and experience levels, company politics and interpersonal relationships. RISK needed training for its facilitators to master the most basic yet challenging obstacle, effective communication.

Adding to the complexity of helping the team develop communication skills is the fact that all employees of RISK work remotely, scattered across the United States and globally. With fewer opportunities to encounter each other on a daily basis, knowledge and best practice sharing around communication was limited. In fact, communication within the organization was somewhat of a challenge with multiple time zones and employees involved in week-long facilitations. Coming together for the company retreat in The Woodlands, Texas would mean that many RISK employees were meeting face-to-face for the first time.

The Strategy

Beginning with a strategy session with RISK founder Rene´ Murata and key employees Janet Benaquisto and Randal Murata, we helped leadership identify the outcomes they desired from the workshop. RISK facilitators needed to be able to:

Anticipate communication collisions within the groups they facilitate
Read people and situations
Develop “presence” to effectively manage the room and the facilitation
Maintain and develop the relationship with the client, a key value of RISK

With different styles already present within the facilitators, Barbara Stewart, workshop leader, requested to interview several of the RISK facilitators to hear first-hand the challenges they encountered in facilitation. This would ensure that insight from all areas of the organization were considered.

We provided a communication styles assessment to each RISK employee prior to the retreat. This assessment introduced the framework for communication styles in advance, familiarizing the RISK team with the concepts and language they would experience in the workshop.

The retreat kicked off with an exercise designed to demonstrate the various styles of communication and the confusion or clarity that can be produced. The discussion that followed provided RISK team members with the opportunity to share their observations, get feedback and get to know each other better. It was an engaging start to the ½ day workshop.

The workshop was supplemented by a 1½ hour virtual follow-up session ten weeks later. This structure provided team members the opportunity to use their newly acquired insight and skills in client facilitations and company communications. During virtual follow-up session, questions and challenges were presented and discussed, and best practices shared among all of the participants.

The Results

The communication assessment and its results had a few of the RISK team members resisting the idea of being “characterized” by a specific descriptor of their communication style. Even after the workshop, with greater clarity around the communication styles framework and the ability to move between the descriptors, several participants still bristled at the characterizations. However, what RISK team members shared in the virtual follow-up session was an appreciation for the simplicity of the style characterizations. The framework worked!

Rather than being confused or put-off by another’s communication style, the facilitators for RISK now use the style framework to explore the communication style of the other party. They adjust their own style of communication when needed and gauge the response of the other party. Adaptability is now an option and it does not mean giving up control of the room or the facilitation. Communication collisions are now foreseeable and avoidable.

For new or returning clients for RISK, consideration is given to the client team make-up and identifying the “best fit” facilitator not only for skills and experience but also for the ability to best mesh with the client’s communication style. When a client or a facilitation becomes challenging, the RISK team collaborates on the issue, using a common language and insights they learned in the workshop to move the work forward.

Equally as powerful as the results achieved in client facilitations are the changes within the remote group of RISK team members. As a direct result of the workshop, team members now know more about each other. Individuals who never worked together prior, now initiate partnerships and collaborate on projects without direction by Rene’ or the other leaders. With an understanding of what other team members can contribute, resources within the RISK team are better and more fully utilized.

How could understanding the simple framework of communication styles help your team work better together? Find out in our Communicating with Style workshop.

Testimonials

From our first conversation, I knew that Barbara was the right person to provide me coaching as I entered an executive level position in government. What I came to learn over months of working with her, is that Barbara is as kind and generous as she is smart and motivating. Barbara is able to help one build a grand vision, and where others might see barriers, she helps you find opportunities.

The strengths based coaching model has changed the way I work and interact with the world. When I prioritize tasks or make hiring decisions, I am thinking about how to best maximize my strengths and best build around the strengths of my team. In my work, I encourage justice leaders to take a strategic, data-driven approach to policy and practice. The Gallup Strengths Model is built on massive amounts of qualitative data, and that is the reason I chose to work with a certified strengths coach — data-driven leadership to support data-driven justice.

One of my core strengths, I have learned, is Ideation. I apply this strength in working toward a vision of government that is the very best of human enterprise — entrepreneurial, innovative, and nimble. I am grateful to have Barbara as a friend and mentor on this journey. And I hope we find many ways to work together, bringing the strengths model into the government space to adopt the kinds of practices used by the most successful global innovators.

Leah Garabedian, Chief Criminal Justice Strategist, Harris County

I initially engaged Barbara to help me grow my client base, but what I didn’t realize, was that I actually hired her to open up a Pandora’s Box of personal growth! She effectively guided me toward my goals through the awareness and utilization of my strengths, as well as being a resource and sounding board for everyone one of my new ventures to help me reach my goals. I’d be remiss without saying that discovering my strengths has crossed over into nearly all realms of my life. I 100% recommend Barbara as a coach.

Adam Frinsco, CFP®, CMT, The Advocates