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Case studies

Finance

Big Picture Thinking for a Big Mission

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ImageThink work for Finance
Challenge
Re-strategizing on short notice can only result in a multiple meeting slog.
Idea
Strong agenda design and visual facilitation are a highly effective combination for creating deeper engagement, more impactful conversations, and alignment on a path forward.
Impact
Our client ensured their workforce had everything they needed to succeed in a rapidly changing business environment.
Industry
Finance
Method phase: Engage, Plan, Scan
Hackathon set to re-evaluate the end client's mission and align on measurements for success.

Building Trust and Solving Problems

ImageThink’s client is a global professional services firm that spans multiple industries. Employing more than 276,000 people in 157 countries, its teams work together to build trust and solve problems for its clients. In this case, the end client is an American multinational investment bank and financial services corporation headquartered in New York City.

Making Decisions for the Months Ahead

Visual board depicting the staffing, skills, and structure needed to achieve the client's mission, created by ImageThink.

When regulatory news prompted the end client’s audit team to set a two-day brainstorming session, ImageThink was the first call. The session was designed to help the end client align on the workforce skillset needed to succeed in the year ahead.

Additionally, the client also wanted to evaluate the current mission statement against the rapidly changing business environment and ensure that their north star still held water. ImageThink would create a visual summary and exercises to keep a large meeting engaged and to preserve two-days’ worth of insights.

Carrying out The Mission

ImageThink partnered with the client to design an agenda full of a visual exercises and brainstorming activities. ImageThink visual strategists synthesized these conversations and insights into a clear roadmap that tracked how the team was carrying out their mission. Real time visual note taking helped focus and guide the conversation so that important decisions could be made about future workforce development needs.

"Living Your Mission" visual board created by ImageThink. Board depicts what it means to embody the client's mission, created by ImageThink.

Improved Methodologies and Systems

A clear action plan, deeper engagement, and tailored conversations lead to a meeting where participants were aligned on important needs. Everyone in the meeting room walked away with a better understanding of the path forward and memorable visuals to keep them on track.

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