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Case studyProfessional servicesWorkforce strategy

Engagement scores, up 52%

A marketing department was facing significant operational challenges that hampered its ability to deliver efficiently. Workflows were slow due to frequent handoffs between teams, leading to bottlenecks, strained morale, and friction among leadership. The absence of a strategic hiring plan resulted in inconsistent staffing decisions and internal discord.

52%

Increase in employee engagement scores.

3yr

Talent roadmap, shared with the whole department.

5yr

Growth plan the initiative was tied to.

The objective

I was engaged to develop and pilot a Strategic Workforce Planning initiative, aligning the workforce with the organization's broader goals.

  • Optimize the talent pool to align with the organization's strategic objectives
  • Identify and bridge skill gaps critical for meeting future demands
  • Address market dynamics and technological shifts in the marketing field

The work had to be future-focused rather than a downsizing exercise, and it had to be safe enough that department leaders would talk honestly about their teams.

The approach

Step one

Workforce assessment

Each department leader completed pre-workshop exercises on their team's skills and capacity, then worked with me individually.

  • A safe environment for honest conversation
  • Future-focused planning, not downsizing

Step two

Strategic alignment

The initiative was tied to the company's five-year growth plan, three-year talent goals, and marketing strategy.

  • Opened with the CMO and VP of HR
  • Expectations set before the work began

Step three

Actionable roadmap

A three-year talent roadmap, shared with the entire department for transparency, with managers trained to use it.

  • Built into staff meetings and one-on-ones
  • A multi-year recruitment strategy with HR

The results

Employee engagement

  • Engagement scores rose 52%
  • Cross-functional skills embedded, handoffs reduced
  • Employees gained control over their work

Operational efficiency

  • Smoother collaboration between teams
  • Fewer dependencies
  • Faster decisions and execution

Culture and development

  • Employees identified areas to grow
  • A culture of continuous learning
  • Managers leading with strategic clarity

Aligning talent strategy with business objectives addressed the operational inefficiencies, fostered collaboration, and embedded a culture of development. The department improved how it performed, and it became a place where people felt engaged and valued.

From the team

We know that the work we do is aligned with our strategic focus and not a one-off effort. This increases my job satisfaction, knowing that the work I do directly contributes to the success of our objectives.

Event Marketing Manager

I think we have been able to be more self-sufficient and deliver what we need more independently. It feels like a more efficient team, with less dependencies across other teams.

Promotions Manager

Collaboration around events has been so much smoother because [event marketers] are now on our team and we connect daily.

Event Marketer

Bring me the murky part

Take 30 minutes to talk through where marketing stopped making sense. You'll leave with a clearer read on it either way.