Zurich Financial Services
A vision process to help drive transformation
Many organisations develop a vision as a way to unite behind a common purpose, to focus effort on transformational activities and to provide a market position which differentiates its brand from competitors. Zurich Financial Services embarked on its journey several years ago and the Group’s recovery was recorded in the media.
A key part of that recovery was the transformation of the Group’s Finance function, finding the right balance between top-down change to drive momentum, and bottom-up involvement to create a culture in which the ideas and enthusiasm of front-line staff were engaged to implement and sustain necessary process-change.
The executive team running Finance, headed by Group Finance Director Patrick O’Sullivan, engaged all staff to deliver the vision. The objectives of the process were to build a one-team approach across the worldwide function and to generate energy behind three key shifts essential to the transformation of the function: manual to automation, complex to simple, and transactional to analytical.
Engage for change helped to engineer the engagement approach, facilitated key executive meetings to help the top team develop a shared and consistent programme and provided coaching support to individual executives to help frame broader staff engagement
at a more local level.
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