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Leadership Coaching at Academic Medical Center

Case Study

Role: Senior Consultant (Leadership Coach)
Timeline: February 2024 – September 2025 (19 months)
Organization Size: ~50-person marketing department within academic medical center
Team: Coached 8 leaders from manager to director level

Challenge

A leading academic medical center’s marketing department was transitioning to agile ways of working while simultaneously facing significant organizational upheaval. Leaders struggled to maintain effectiveness amid cascading challenges:

Leadership Issues:

  • Leaders transitioning from peer to manager roles without clear frameworks
  • Managers operating reactively rather than strategically
  • Weak delegation practices creating bottlenecks and burnout
  • Imposter syndrome and low confidence limiting leadership presence

Organizational Dysfunction:

  • Teams not consistently delivering high-value, high-priority work
  • Infighting and distrust between team members
  • Poor cross-functional alignment and communication
  • Organizational reduction in force creating anxiety and uncertainty

Mandate: The AVP of Marketing brought CMG Consulting in to develop leaders who could champion agile practices and effectively lead their teams through transformation and uncertainty.

Approach

Phase 1: Foundation Building (Months 1-6)

Individual Leadership Development

Established coaching relationships with 8 leaders, focusing on self-awareness, leadership identity, and core management practices.

Key Interventions:

  • Built confidence addressing imposter syndrome and peer-to-manager transitions
  • Strengthened 1:1 meeting structure and effectiveness
  • Developed vulnerability-based leadership approaches
  • Increased assertiveness and executive presence

Outcomes:

  • Leaders gained clarity on leadership identity and role expectations
  • Improved delegation while maintaining high standards
  • Stronger tools for coaching direct reports through uncertainty

Phase 2: Strategic Leadership (Months 7-13)

Leading Through Complex Change

Coached leaders through a reduction in force and multiple high-stakes organizational changes while maintaining team morale and performance.

Change Management Challenge:

  • Organizational layoffs created fear and distrust across teams
  • Leaders needed to maintain steadiness while processing their own uncertainty
  • Website governance initiative required 9-month change management approach
  • Multiple competing priorities (Legacy Integration, PWR, Brand Refresh) demanded clear strategic focus

Implementation:

  • Developed people-first communication strategies for difficult announcements
  • Built frameworks for strategic planning vs. reactive problem-solving
  • Coached leaders to create and communicate clear vision through ambiguity
  • Established tools for advocacy and impact reporting

Results: Leaders maintained team stability and performance through significant upheaval, with one director successfully launching a governance initiative that gained senior leadership support.

Phase 3: Organizational Impact (Months 14-19)

Building Capability and Influence

Focused on expanding leaders’ organizational influence while developing their teams’ capabilities.

Key Developments:

  • Implemented GROW goals and OKRs to drive team alignment
  • Strengthened cross-functional partnerships and communication
  • Improved performance documentation and accountability practices
  • Developed coaching skills for addressing performance and interpersonal issues

Results: Leaders demonstrated measurable growth in strategic thinking, team development, and organizational influence.

Results

Leadership Capability

  • 8 leaders developed from reactive managers to strategic leaders
  • Improved delegation practices freeing up 20-30% of leader time
  • Enhanced coaching skills for developing direct reports
  • Increased confidence and executive presence across leadership team

Team Performance

  • Better alignment to high-priority work through OKR implementation
  • Reduced infighting through improved communication and role clarity
  • Stronger onboarding and role definition processes
  • More effective performance management and accountability

Organizational Impact

  • Successfully navigated reduction in force with minimal team disruption
  • Launched governance initiative with executive support
  • Strengthened cross-functional partnerships across university
  • Leaders contributing visibly to university-wide problem-solving

Cultural Shift

  • Moved from crisis management to strategic planning mindset
  • Built vulnerability-based leadership culture
  • Increased resilience and emotional intelligence across leadership team
  • Established people-first management practices

Constraints and Context

Organizational Turbulence: The coaching occurred during a period of significant uncertainty, including layoffs, reorganization, and merger of marketing with communications. This required constant adaptation of coaching priorities to immediate organizational needs.

Competing Priorities: Leaders managed multiple high-stakes initiatives simultaneously (Legacy Integration, PWR, Brand Refresh, website governance), making sustained focus on development challenging.

Agile Transition: The organization was learning agile practices while leaders were developing their leadership capabilities, requiring coaching on both fronts simultaneously.

Successful Transition: Engagement concluded as planned in September 2025 with leaders operating independently and organization entering sustainment phase.

Key Lessons

Leadership Identity First: Leaders couldn’t effectively adopt agile practices until they developed confidence in their core leadership identity. Addressing imposter syndrome and peer-to-manager transitions was essential groundwork for organizational transformation.

People-First Leadership in Crisis: Leaders who maintained empathy and steadiness during the reduction in force preserved team trust and performance. Vulnerability-based leadership proved more effective than traditional command-and-control approaches during upheaval.

Strategic Clarity Through Chaos: The most effective leaders created and repeatedly communicated clear vision, even when circumstances were uncertain. This practice anchored teams and reduced reactive behavior.

Delegation as Development: Teaching leaders to delegate intentionally both freed their time for strategic work and developed their direct reports’ capabilities. High standards and delegation aren’t mutually exclusive when approached thoughtfully.

Scientific Publishing Organization SAFe Implementation

Case Study

Role: Engagement Lead (Consultant)
Timeline: July 2024 – February 2025 (8 months)
Organization Size: ~400-person publishing organization (18 teams, 3 value streams)
Team: 1 Agile Coach, 1 Product Coach (both reporting to Engagement Lead)

Challenge

A leading non-profit scientific publishing organization had scattered agile practices following a major reorganization. The organization faced critical delivery and operational problems:

Delivery Issues:

  • Too much work in process with no prioritization by business value
  • Overburdened, reactive teams managing multiple competing priorities
  • One small, low-complexity ART with no identified value streams
  • Lack of end-to-end product management causing delays and dependency conflicts

Organizational Dysfunction:

  • Siloed decision-making with each business area independently solving common problems
  • No visibility into how work aligned to strategic goals
  • Product management resistance despite early involvement in planning

Mandate: The VP of Transformation brought me in to lead an end-to-end SAFe implementation, scaling and formalizing agile practices to align 18 teams across 3 value streams to strategic goals.

Approach

Phase 1: Foundation and Structure (Months 1-3)

Value Stream Identification and ART Formation

Identified 3 value streams (Journals, Technology Refresh, Engagement Platform) and organized 18 teams into 3 ARTs with 1:1 value stream mapping.

Change Management Challenge:

  • Strong resistance from one product manager who felt threatened despite early involvement
  • Confrontational behavior disrupting team dynamics
  • General anxiety about process changes across organization

Executive Support: VP of Transformation sponsored the work and provided consistent backing throughout implementation.

Outcomes:

  • Established Executive Action Team and SAFe Transition Team
  • Implemented Portfolio Kanban (new for organization) forcing strategic prioritization conversations
  • Built champions network to reduce resistance
  • Resistant individual eventually removed; organization able to move forward

Phase 2: Training and Enablement (Months 2-5)

Comprehensive Training Program

Delivered multi-tiered training to build organizational capability and ensure sustainable practices.

Implementation:

  • Trained 18 teams on agile and SAFe foundations
  • Trained 25 leaders in Leading with Agility
  • Trained and certified 2 RTEs
  • Trained 5 coaches on coaching practices
  • Engaged 5 agile champions to drive continuous improvement
  • Delivered workshops: epic/feature/story writing, estimation, WSJF, Lean Portfolio Management, blameless retrospectives

Results: Built sustainable capability with trained RTEs and coaches ready to continue the work post-engagement.

Phase 3: Process Implementation and Refinement (Months 4-8)

PI Planning and Portfolio Management

Executed first PI Planning in January 2025, established portfolio governance, and built continuous improvement mechanisms.

Established Portfolio-Level Practices

  • Portfolio governance and intake flow
  • Regular cadence for all portfolio meetings
  • 2 Communities of Practice established (RTEs and others)
  • Value Management Office capabilities implemented

Addressed Organizational Design Gaps

Identified teams missing technical skills and Product Owners with too many dependencies. Recommended org design changes that were implemented during and after the engagement.

First PI Planning Outcomes

Teams surfaced significant dependencies and learned they needed better pre-planning and prioritization. These learnings informed improved backlog preparation practices for subsequent PIs.

Results

Organizational Improvements

  • Strategic Alignment: Work 95% aligned to division goals and strategy through Portfolio Kanban and value stream organization
  • Reduced Silos: Cross-functional collaboration greatly improved through ART structure
  • Teams Formed and Aligned: 18 teams organized in ARTs and aligned to value streams
  • Dependencies Reduced: Teams reformed during and after engagement to reduce dependencies

Capability Building

  • 18 teams trained and operating in SAFe model
  • 25 leaders equipped with agile leadership skills
  • 2 RTEs trained and certified to sustain practices
  • 5 coaches trained to continue team development
  • 5 champions driving continuous improvement culture
  • 2 active Communities of Practice established

Process Maturity

  • Portfolio governance and intake flow established
  • Portfolio Kanban forcing strategic prioritization conversations
  • Teams moving toward predictable delivery
  • Continuous improvement practices embedded

Constraints and Context

Resistance Management: The transformation faced initial resistance from product management. One individual’s confrontational behavior required eventual removal from the organization. Built champions network and provided real-time coaching to address broader concerns.

Organizational Design Limitations: Teams initially lacked appropriate technical skills and Product Owners, creating too many dependencies. Some recommended changes were implemented during the engagement, others after departure.

Successful Handoff: Transitioned leadership to Product Coach and Director of Strategy & Execution in February 2025. Teams in refinement mode with nothing at risk, positioned for continued improvement.

Key Lessons

Build Champions Early: Engaging 5 agile champions early created advocates who could address resistance and model desired behaviors throughout the organization.

Transparency Drives Prioritization: Portfolio Kanban visibility forced difficult but necessary conversations about what work truly mattered, ultimately aligning 95% of work to strategic goals.

First PI is About Learning: Teams surfacing dependencies and planning challenges in the first PI was expected and valuable. These learnings informed better practices for subsequent planning cycles.

Sustainable Capability Requires Investment: Training 2 RTEs, 5 coaches, and establishing Communities of Practice ensured the organization could continue improving after the engagement ended.