Some case studies

Work Together, Build Together.

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HOURS COACHED
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TEAMS SUPPORTED
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ORGANIZATIONS TRANSFORMED

Successful organizations use coaching beyond the one-to-one and into the one-to-many. Implementing a coaching approach to changing and transforming and aligning organizations is very, very doable, and for successful companies, is their competitive edge.

It changes company culture.

Think of company culture as an informal set of behaviors and traditions that we no longer question but we all just use blindly. The coach approach is brilliant in unearthing these hidden behaviors and allowing the group to decide what is working and which behaviors are not working. And remember the food chain. It’s the behaviors we have that culminate in a set of actions, and it’s those actions that drive results. Change the behavior, you change the results. Coaching is all about organizational results.

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Coaching a medical device company grew their marketshare

It was safe being #4 in the market. Bonuses were still being paid. Then a new CEO arrived. Being fourth is no longer acceptable. A change of mindset across the entire organization was required.

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Following a Coaching Client over a span of 9 years

Jason Hales, a long-term coaching client, was asked to speak candidly about his experience with Merv over the years. This is a transcription of that interview.

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Reorganization for Global Alignment

The Finance organization reorganized for global alignment. The coach approach got everyone in the finance organization to be very clear on the new mission. Every person understood and was able to articulate where their contribution fit.

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Managing a Big Change in a Large Organization.

Sofia is a veteran in the field of medical devices. She has spent a lot of time leading different verticals within a leading multinational corporation for the last 29 years. As part of the finance domain which reported to her, she oversaw a large successful change process within the unit. She has now been promoted to head a different vertical from the business.

10 Client Stories

Where Coaching Meets Results

Real challenges. Real leaders. Real outcomes.
Select the context that matches yours.

A highly respected Project Director had built a successful career through technical expertise, strong execution, and an unwavering commitment to delivering results. After assuming responsibility for a significantly larger and more visible portfolio, new expectations quickly emerged. Success was no longer defined solely by project outcomes. The role now required greater organizational influence, broader stakeholder engagement, and stronger leadership presence.

Like many high-performing professionals, the leader's instinct was to solve problems personally. The workload increased. Stakeholder expectations increased. The complexity of decisions increased. The challenge was not capability — it was adaptation. How could an already successful leader accelerate their development fast enough to meet the demands of a rapidly expanding role?

A Coach Partner™ engagement was established, concentrating on leadership growth occurring in real time. Together we explored leadership presence, stakeholder influence, strategic thinking, delegation, confidence, and organizational impact. The work was grounded in current business realities — real challenges became learning opportunities, real decisions became development opportunities.

Conversations became more strategic. Influence increased. Confidence increased. Delegation improved. The leader spent less time solving every problem and more time developing others. Most importantly, the leader began seeing themselves not simply as a technical expert but as an organizational leader.

Leadership Insight

Many organizations believe they need new leaders. Often they already have talented people capable of succeeding. What they need is support while making the transition. The Coach Partner™ helps shorten the distance between potential and performance.

A high-potential leader had been identified as a future executive. Strong performance, strong technical capability, and a reputation for getting results had positioned them for advancement. The challenge was timing — the organization needed leadership capability sooner than originally anticipated. New responsibilities were arriving faster than expected.

The leader was capable, but the scope of responsibility had expanded significantly. The organization could not wait years for experience to accumulate naturally. The question became: how do we accelerate leadership capability without overwhelming the individual?

A Coach Partner™ engagement focused on real-time leadership challenges. Current decisions, stakeholder relationships, and leadership situations became opportunities for accelerated learning. Particular attention was given to strategic thinking, executive presence, influence, decision-making, and developing others.

The leader transitioned successfully into broader responsibilities with increased confidence and effectiveness. Rather than waiting for experience to arrive, capability developed while leading.

Leadership Insight

Potential becomes valuable only when it can be converted into performance. Organizations that accelerate learning gain a significant competitive advantage.

A senior leader was preparing to retire. A successor had been identified. The successor possessed strong capability but limited exposure to several aspects of the future role. The organization wanted continuity while accelerating readiness. Waiting for experience to develop after the transition created unnecessary risk.

The organization needed to build readiness before the handover, not after it. The successor needed targeted development without disrupting current responsibilities or telegraphing uncertainty to the broader organization.

The successor received targeted support focused on leadership presence, strategic thinking, stakeholder relationships, and organizational influence. Current business challenges became development opportunities — learning happened in context, not in a classroom.

The transition occurred smoothly. The successor entered the role with greater confidence and readiness. Organizational disruption was minimized.

Leadership Insight

Succession planning is not simply identifying talent. It is accelerating readiness.

A leader had recently joined an organization and inherited an established team. The leader possessed strong experience but needed to build credibility and trust quickly. The temptation was to immediately demonstrate expertise. The greater need was to build relationships and understanding first.

Moving too fast risked undermining the very credibility the leader was trying to establish. Yet moving too slowly risked being perceived as indecisive. The challenge was learning to lead through listening — and trusting that understanding the organization before acting would pay off.

The leader focused on purposeful conversations with team members and stakeholders. Listening became a leadership strategy. Questions became tools for understanding. The Merry-Go-Round Leadership Metaphor™ helped reinforce the importance of creating momentum gradually rather than immediately driving change.

Trust developed more quickly than expected. Relationships strengthened. The leader gained valuable organizational insight before implementing major changes — and those changes landed better as a result.

Leadership Insight

New leaders gain credibility faster when they learn before they lead.

A senior leadership team was composed of highly capable individuals. Each leader was successful within their own area of responsibility. Results were acceptable. Relationships were professional. Yet something was missing — collaboration across the team was inconsistent, important conversations were often avoided, and alignment was weaker than it needed to be.

The challenge was not competence — it was conversation. Leaders were communicating, but not engaging in the conversations necessary to create collective ownership and alignment. Issues surfaced late. Decisions took longer. Cross-functional collaboration suffered. Opportunities were missed.

The leadership team was introduced to Purposeful Conversations™ and elements of the Manager-Coach Dance™. The focus was not on communication skills alone — it was on creating better leadership conversations. Leaders learned how to ask better questions, surface assumptions, provide meaningful feedback, create ownership, and increase accountability.

Conversations became more productive. Issues surfaced earlier. Ownership increased. Collaboration improved. The leadership team became more aligned around shared priorities. The quality of decisions improved because the quality of discussion improved.

Leadership Insight

Many organizational challenges appear to be strategic problems. They are often conversation problems. When conversations improve, alignment and execution often improve as well.

A leadership team found itself navigating significant market uncertainty. Customer expectations were shifting. Competitive pressures were increasing. The future direction of the business was less predictable than it had been historically. Leaders felt pressure to provide certainty where certainty did not exist.

The traditional leadership approach of having all the answers was becoming increasingly difficult. Leaders were being asked to make decisions with incomplete information while teams looked to them for confidence and direction. The challenge was learning how to lead through uncertainty without pretending it did not exist.

The work focused on helping leaders embrace a different leadership mindset. The Merry-Go-Round Leadership Metaphor™ became particularly relevant. Leaders explored how to create clarity without false certainty, build confidence without having all the answers, generate momentum despite ambiguity, and encourage ownership throughout the organization. Coach Partner™ support helped leaders process decisions, challenge assumptions, and navigate complexity in real time.

Leaders became more comfortable operating in ambiguity. Decision-making improved. Team confidence improved. Momentum increased despite ongoing uncertainty. Rather than waiting for certainty to arrive, leaders learned how to create movement with the information available.

Leadership Insight

The future belongs to organizations that can adapt while uncertainty still exists. Leadership today is less about certainty and more about helping people move forward together.

Two groups with different histories, processes, and leadership styles were being asked to work together as one organization. Both groups contained capable leaders. Both wanted success. Alignment remained difficult.

The challenge was not organizational structure — it was trust, communication, and shared understanding. Without those foundations, process changes alone would not close the gap. Leaders from each group held assumptions about the other that had never been surfaced or tested.

Facilitated conversations focused on shared priorities, assumptions, expectations, decision-making, and accountability. Leaders were encouraged to move beyond positions and explore the interests and concerns underneath them. The goal was creating understanding before creating structure.

Alignment improved. Communication became more direct. Decision-making accelerated. The leadership team began operating as a unified group.

Leadership Insight

Integration succeeds when conversations create understanding before processes create structure.

Several departments were performing well individually. Collectively, collaboration remained inconsistent. Functional priorities often overshadowed organizational priorities.

The issue was not competence — it was cross-functional ownership. Leaders protected their areas rather than solving organizational challenges together. Each group optimized for its own success at the expense of the whole.

Leadership teams were introduced to structured conversations focused on shared outcomes, collective accountability, cross-functional decision-making, and constructive challenge. Leaders practiced moving between advocacy and inquiry using concepts from the Manager-Coach Dance™.

Collaboration improved. Decision-making accelerated. Ownership shifted from departmental goals toward organizational outcomes.

Leadership Insight

Organizations achieve their greatest results when leaders optimize for the whole rather than the part.

An organization had invested heavily in leadership development. Managers attended training. Performance processes existed. Expectations were clear. Yet employee surveys continued to identify concerns related to communication, accountability, and leadership effectiveness. The investment was real. The results were not yet showing.

The issue was not leadership intent — managers wanted to lead effectively. The challenge was translating leadership principles into everyday conversations. There was a gap between what leaders knew and what they consistently did. Knowledge was present. Behavioral fluency was not.

The organization focused on building the Purposeful Conversations™ Capability. Managers learned how to deliver meaningful feedback, ask effective questions, increase ownership, create accountability, and develop action plans. The Manager-Coach Dance™ became a practical framework for daily leadership interactions — giving managers a repeatable structure they could apply immediately.

Managers reported greater confidence in difficult conversations. Employees reported increased clarity and accountability. Leadership became more consistent across the organization.

Leadership Insight

Culture often changes one conversation at a time.

An organization was attempting to shift from a highly directive culture toward one that encouraged greater collaboration, ownership, and innovation. The desired culture had been clearly articulated. The behaviors that would support it had not. Leaders understood the destination. Fewer understood how to get there.

Leaders were being asked to create a different employee experience while continuing to deliver results. Intent without behavioral change produces no cultural shift. The challenge was making the new culture visible through how leaders showed up every day — not through what was written in the values statement.

The organization used the Five Leadership Shifts™ as behavioral anchors. Purposeful Conversations™ helped leaders practice those behaviors in daily interactions. The Merry-Go-Round Leadership Metaphor™ provided a simple, memorable image that leaders could recall and apply in the moment — making the shift from directing to enabling visible and repeatable.

Leaders became more intentional in how they developed people. Employees reported increased involvement and ownership. The culture change became visible through leadership behavior.

Leadership Insight

Cultures do not change because values are posted on walls. Cultures change when leadership behaviors change.