Dental Health Insurance Provider

Strategic Planning and Change Management

Challenge

Following a leadership transition, a large dental health insurer asked SageRiver Consulting to developing a strategic plan to help mobilize the company and create alignment under a new leadership team.

Project

SageRiver conducted key stakeholder interviews, and designed and facilitated the strategic and tactical planning process over seven annual cycles to ensure change would take hold. We facilitated the executive team in defining their strategic landscape, strategic initiatives and implementation plans.

Results

SageRiver played a stabilizing role for the organization during a period of leadership conversion while also developing an internal process for strategic planning, implementation and evaluation.

Story Categories: Leadership Development, Marketing Strategy, Organizational Design, Strategic Planning, and Team Building. Story Tags: Change Management, Custom Facilitation, Facilitation, Health Care, Leadership Development, Market Research, Marketing Planning, Marketing Strategy, Nonprofits, Organizational Design, Strategic Management Process, Strategic Plan Implementation, and Strategic Planning.