Setting the Direction for a New Workplace Strategy – Case Study – Mutual of Omaha

Setting the direction for a new workplace strategy: A case study on financial services office environments

Developing a new workplace strategy for your company

Mutual of Omaha’s long history and relative conservatism stemming from typical industry culture and its role as a leader in the insurance industry could both enable and inhibit its progress in effecting change. The company’s headquarters campus was built in 1970 and is owned, so no lease expiration was dictating the timing for a workplace change. The client wished to create a sense of urgency for developing a workplace strategy, as there was no existing “burning platform” driving a change.

Stegmeier Consulting Group (SCG) was engaged to lead Mutual of Omaha in the discovery process and align the direction for a new workplace strategy with the enterprise’s redefined and articulated strategic business direction. The company’s new business direction included four goals:

  • Customer insights
  • Customer experience
  • Customer value
  • High performance teams

Translating business goals into a new workplace strategy

SCG translated these four goals to workplace principles to guide the subsequent activities of the consulting engagement. Leading the discovery process, SCG helped the company evaluate the relationship between the strategic business direction of the organization and its to-be-determined workplace strategy. SCG coached Mutual of Omaha on how to properly execute a meaningful workplace strategy pilot program in order to help the company successfully plan for the implementation of an effective workplace strategy.

SCG was selected by Mutual of Omaha not only for the firm’s reputation in workplace strategy and change management, but also for its independence from specific product solutions. The client has drawn upon SCG’s workplace research, broad experience, and its insurance industry benchmarking to define a clear leadership vision that outlines the rationale for creating a new workplace strategy, and will guide leadership in moving forward.

Start developing your new workplace strategy

Does this sound like something that could help your company navigate the waters of a workplace change? If you’re to lay the groundwork to create a new workplace strategy, start by reaching out to Stegmeier Consulting Group through the form below.