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Johanne Bouchard

"The Leadership Whisperer" : Fostering healthy individuals and healthy organizations.

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Board and CEO Leadership Effectiveness Assessment

Public Company in the High Technology Market

My client, a public high tech company, was in a major redefinition and growth phase after completing a multi-year turnaround from decreasing sales and changing markets. Their target was to grow from $100 million in revenue to $250 million in the next three years. Given the strategic and operational switch from a turnaround bottom-line oriented business to a top-line revenue growth focus, and the current challenging business climate, it was imperative for the board and the CEO to be fully aware of their leadership reality. Everyone needed to be conscious of the levers to maximize the success of the organization and any limitations that may preclude efficient and effective execution of the growth strategy.

The board recognized and agreed that the best approach was to promptly engage in a very open and candid dialogue about the CEO’s leadership and strategic skills, his overall strengths and shortcomings, and the board’s leadership, composition, and effectiveness.

I was engaged to conduct a comprehensive in-depth and targeted CEO – Board 360. In very short order I prepared a tailored and focused inquiry as the basis for in-person one-on-one interviews with the entire management team (the CEO’s direct reports), the CEO, and all board members; 15 executives in total. I accomplished this task over a period of 27 hours, and provided the board with a succinct summary as well as my assessment and recommendations. The results where discussed at a special session of the board.

All of my recommendations were approved and signed off by the CEO and the board, and immediately led to a number of consequential and important actions. This Client Case outlines the challenges that both the board and CEO faced and how the board became unanimously clear about the playing field at the leadership level.

The Opportunity

Times of uncertainty and significant change are special opportunities for organizational renewal. They present a unique and, in many cases, imperative opportunity to determine if leadership is as effective as possible, and to ensure that all players within the senior leadership of the organization are aligned. This applies to all the members of the Pivotal Leadership Trio™ (PLT) (the board, the CEO and the executive team). It is an opportune time to be reflective, to ensure that we have a clear vision and strategy, and to determine if the right leaders are in the right roles to lead and execute the strategy.

More than ever, the board and the CEO must be open about their strengths and shortcomings. Boards can’t afford to operate in the dark or make decision without being fully cognizant of the PLT’s leadership potential and limitations.

Like any great team, the board and the CEO need to know their leadership vulnerabilities, and proactively address any leadership deficit before it has a negative impact on the success of an organization. Likewise, when a board is fully aware of the leadership capital that resides among its directors and management they are in an optimal position to capitalize on synergies and complements. This significantly increases shareholder value by enabling clearer choices and well-founded decisions, done more quickly. Speed is often essential in times of dramatic change.

I was called to assist in one situation with characteristics that I believe are existent in many organizations today.

Background: The State of the Company and Its Leadership

  • The company had undergone an intense turnaround after a combination of decreased sales and market uncertainty over the previous four-plus years.
  • The CEO led this turnaround in very difficult times, showing resiliency and courage. He proved to be a very effective turnaround executive. The board supported the CEO well during this transition.
  • In spite of the transition success, many board members recognized that the interactions between the chair and CEO were not always fluid. Respective roles had not been thoroughly discussed, creating a cloud over the chair-CEO relationship. This cloud was also felt by senior management.
  • The company had undergone multiple layoffs, with many changes in the executive team. The new team was showing promise but was not complete and was not yet operating as a true team.
  • New opportunities for strong growth had been identified and needed prompt attention.
  • The board recognized that the timing to move the company into growth mode was critical and all members of the Pivotal Leadership Trio needed to be aligned to increase the chances of success. It was essential that in short order leadership strengths and shortcomings be identified.

My Engagement

I was brought in to conduct a CEO Leadership Effectiveness Assessment (360 extended to the board). This assignment was distinctive in its nature and scope; a highly critical task needed in very short order. The company was in a “transformation mode,” in need of letting go of what no longer served its ultimate purpose technologically, organizationally, and culturally. All participants saw this engagement as an opportunity to strengthen the senior leadership and help prepare for the strategic and operational challenges in the years ahead.

When conducting a CEO 360 and a Board 360 we step back from the intense day-to-day action and bring ourselves to the “reality of what is” in order to see the truth about the leadership environment. We gain significant insights on how to restore or improve balance and tap into everyone’s potential for the success of the entity.

The initiative is a rigorous process and is not about regrets and finger-pointing but rather about raising an awareness of the challenges, possibilities, self-imposed limitations, and limitations that need to be overcome.

The Goals

  • To help the CEO identify how to further leverage his leadership potential
  • To help the board further maximize its effectiveness as a strong team
  • To bridge any CEO/board issues, clarifying roles and expectations
  • To leverage the current positive board dynamics

In a period of two weeks I interacted with a total of 15 executives over 27 hours of one-on-one interviews. The participants included the CEO, all outside board directors, and the CEO’s direct reports. To accomplish this most effectively in this short time, I:

  • Developed fully customized and highly comprehensive inquiries
  • Conducted in–person meetings with all executives in an environment of openness, trust, and confidentiality that led to deep sharing of invaluable information without exposing or disclosing any sources
  • Delivered findings at a Special Board Meeting. All board members were on the same page about the past, current, and near-term leadership potential and challenges of the PLT, and had new insights and accurate facts to make decisions
  • Provided recommendations where urgent action was needed

My Role

I was to be a trusted extension to the PLT in order to:

  • Create an environment of trust and confidentiality for all exchanges and to
    encourage openness with and among all individuals
  • Share the findings and provide an independent view
  • Clear the air where there might be concerns
  • Bring greater clarity about board interaction, board and CEO dynamics, and
    CEO leadership effectiveness.

Outcome

The goals were met and expectations were exceeded, particularly given the complexity and magnitude of some of the important issues that were revealed. The board was unanimously impressed with the quality and clarity of the insights. The board asked me to stay involved throughout the discussion of follow-on steps, and asked me to advise them in the coming months during important changes that needed to occur at the CEO and chair level.

Several board members expressed that a good measure of the success of the project was directly tied to the customized and comprehensive inquiries that started the process and my ability to be trusted by the people I interviewed. This enabled them to share in confidence, willingly. In turn, committing to always remain objective, I received a wonderful wealth of information, learned much from each executive, and gained a complete and thorough perspective of the CEO’s leadership, the board, and of the executive team. This placed me in a unique position to provide an independent and comprehensive view. This is in keeping with my stated commitment to bring greater clarity and focus that empowers my client’s executives.

The assignment enabled an open dialogue among the board members and the CEO about critical issues for effective performance:

  • Board’s expectations of the CEO as (a) the top executive in the company and (b) a member of the Board
  • CEO’s expectations of himself in both capacities
  • CEO’s commitment to the strategic roadmap and support required to succeed in the short-term
  • CEO’s expectation and needs from (a) the board and (b) the chair
  • The board’s expectations of the chair, both to guide the board’s actions and to be a key interface with the CEO
  • A needed “check-in” regarding every board member’s understanding of the critical short- and long-term strategic objectives and tactical steps

Response of the Participants

The board in its current composition had not had a formal and comprehensive process to step back and reflect on its overall effectiveness and define how it could best maximize its potential. Also, there had been no comprehensive 360 for the CEO. Both the board and the CEO welcomed the process although initially the chairman was skeptical that results could be achieved in such short order. In the course of sharing the preliminary findings with him, he became impressed with the depth, candor, and relevance of my findings and the comprehensive nature of my conclusions.

During the process, the CEO was enthusiastic, trusting and believing in my ability to surface the important issues, including his sense of the challenging dynamics between him and the board, and him and the chair.

The management team was reserved though highly cooperative in sharing and assessing the CEO. While their personal support of the CEO was clear, they were also very savvy and open about challenges and actions that would improve the overall executive team effectiveness. This candor from the management team was very welcomed by the board.

Testimonials

From the Chair of the HR and Compensation Committee:

“This was a very difficult situation, having to do with both CEO and board effectiveness, and the need to face and overcome challenges and limitations quickly. The task was daunting and urgent. Johanne did a great job, and most importantly her insight and sensitivity permitted decisions to be made that worked for all concerned. In the process she helped the board face perhaps one of the most difficult issues of board governance, present in many companies but usually not addressed in a timely manner because of complexity and inconvenience: is the CEO the right person for the challenges ahead? If recognized in time, as was done here, it can be resolved with the best outcome for the company. It seems to me that this type of in-depth assistant is urgently needed, maybe even more so at these challenging times.

I want to thank you for the seriousness and thoroughness of your effort in this assignment and the clarity of your insights.”

From the Chairman of the Board:

“I agree with the HR and Compensation Chair that you made a big difference. Impressive!”

From the Audit Chair:

“Very thorough and clear. Most in-depth leadership assessment inquiries I have ever been exposed to. Very insightful.”

From an Independent Board Director:

“It was a pleasure to meet you and extremely informative to learn about the company’s leadership through your eyes. Very thorough process and accomplished in a remarkable short order. Excellent!”

From the CEO:

“I felt the framework write-ups were excellent and accurate and in general the board scorecards were accurate. The recommendations seemed to go well beyond what I would have expected out of a 360.  … a compliment to you in the end.”

Related: Assessments for Effective and High-Performing Boards

Related: Board Leadership Effectiveness Assessment

Johanne Bouchard

Johanne Bouchard, a serial entrepreneur and former high-tech marketing executive, is a governance and leadership advisor to boards, CEOs, executives and entrepreneurs, as well as an expert in board composition and dynamics. An accomplished author and blogger, Johanne has published a number of eBooks, and her articles have been published in Ethical Boardroom and NACD's Directorship. She is an advocate for STEM, increased diversity in the boardroom and patients' rights.

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Filed Under: Boards, Featured Case Studies Tagged With: a public High Tech company, board assessment, johanne bouchard, Public Company in the High Technology Market My client

Client Success Stories

  • Board of Directors Alignment Session: A Case Study
  • Board and CEO Leadership Effectiveness Assessment
  • Board Leadership Effectiveness Assessment
  • Strategic Planning Session for the Board and the Executive Team (Case 1)
  • Strategic Planning Session for the Board and the Executive Team (Case 2)
  • M&A Board Integration Session and Strategic Planning Session
  • M&A Board Integration Session
  • Executive Leadership Coaching
  • Executive Boot Camp
  • Executive Leadership Effectiveness Assessment
  • Partial Client List

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The meeting was fantastic. It was an undisputable success. The interaction was superior and beyond what anyone could have thought was possible. Everyone embraced you and your skills in ways that I have never seen before. I learned a lot about the process and it has been very meaningful. It illuminated me into focused actions. It galvanized the entire executive team across the five business units. Really exciting…

- Audit Chair

Johanne, the offsite was terrific and you did a fabulous job leading us through some very challenging tasks. I have great faith in our leadership team. I’m glad the learning and collaboration will continue.

Excellent meeting.

Amazing meeting. Loved it.

- GMs of Business Units

You did a very good job. I like the process, like the rigor, like the completeness and the sensitivity with which you presented tough issues. I like the individual profiles and how they lead to both learning for me as well as opportunity for team building.

- Independent Director

I recommended you for this task because I felt that the depth of inquiry and the thoroughness of your approach are important to bring the Board to a new level of quality and interaction. I found your work very complete and am glad that you brought to the surface a number of issues that have to be addressed to improve our effectiveness as a Board. Your observations and recommendations go to the heart of what makes a Board a team (and what gets in the way).

- Governance Chair

Johanne has an innate ability to bring out the best in all whom she touches. She practices what she preaches – patience, courage, generosity, wisdom and humility. Her contributions have positively impacted our Company and working environment and will result in increased profitability and shareholder value.

- CEO

Johanne is truly exceptional at what she does. I've worked with many consultants over the years, and what sets her apart is the combination of her right- and left-brain skills. She knows how to listen, catch unspoken cues, instill trust and openness, while also being focused on the substance of the issues, the complexities of the situation and challenges, and the business issues that have to get solved. She is direct and candid while also unusually sensitive. By applying these skills, she helped us analyze what was going on in our business, shed light on the core management and governance issues, and facilitated our discussions among the decision makers about the next steps to take. I would work with her again in a heartbeat.

- Independent Director, Governance Committee

I have seen Johanne's skilled handling of important executive interfaces and her ability to quickly get to the heart of the issues and lead to results. That certainly happened here. I found that even in cases where the participants thought they had good communication we reached new levels of connection and candor, all helping us be most efficient at a time when that is most important in our company.

- Senior Vice President

Johanne has provided a mirror into myself. Helping me to step back and view my actions and true feelings. By her perceptive and insightful questioning she enabled me to look within. Just being able to speak openly about myself was most helpful. Without question this awareness is leading to positive change both personally and professionally. I find myself a more effective participant with both my direct reports, peers and my Board.

- CEO

I thank Johanne for her clarity and quick ability to cut through the clutter. She made a huge difference. I have grown a lot. Johanne’s exceptional wisdom for defining and supporting the needs of clients were a real asset to us. Johanne is exceptionally gifted at understanding how to balance and focus for success. I highly recommend her to any company looking to grow.

- CEO

Thank you so very much for the day of focus for our team. We really needed it and I do not believe we could have done it without you. You are such a wonderful friend of ours. I personally left feeling inspired and clear. You are a beautiful person to facilitate those connections.

- CEO

Thank you for such a productive session. It was wonderful to have your support and focus in connecting the team. Your constant guidance in finding clarity is a true gift for our organization.

- CEO

The time spent was of tremendous help to me personally as it gave me a chance to review all aspects of our operations. Johanne's attentiveness and level of support was remarkable. Her sense for the big picture will keep us all focused on the right priorities.

I can't thank Johanne enough.

- CEO

Johanne Bouchard is a pioneer and a leader who brings to the process of executive coaching and strategic planning a focused, high-energy and highly- effective approach. In a short time and in a seemingly effortless manner, she leads an individual or a team to a crystal-clear understanding of their core values, their goals and a path to achieving them.

- CEO

Johanne has a remarkable ability to inspire others to share with perfect honesty, overcome their own barriers, and find greater clarity for their purpose. Her dedication to her work comes from a sincere passion for guiding others in their quest for successful leadership and life skills. Johanne's encouraging style supports rather than leads, promotes as opposed to advises.

- REMIA participant

Thank you very much for your kindness, warmth and thoughtfulness for our team. Your team building session was beautifully on point, and done very constructively.

- CEO

Johanne is an outstanding professional with exceptional coaching skills. She is insightful and a very effective communicator.

- Ken Coleman- Board Chairman, Saama Technologies and special advisor to Andreessen Horowitz Venture Capital firm

Johanne worked with our board at Accelrys to enhance our effectiveness. She provided tremendous value and insight in a very collegial manner.

- Jeff Rodek - Former Chair and CEO of Hyperion, Former President and COO Ingram Micro 

Johanne Bouchard is a unique consultant and advisor who brings clarity to high urgency situations in short order. She has served several of the companies I am involved with as a Board member in various assignments including Board 360, Executive Team assessment, leading and facilitating strategic planning sessions, and CEO coaching. In all these assignments she has displayed dedication, creativity, depth, and an unerring focus on reflecting the reality of the situation and presenting it as such to the client, with concrete suggestions for improvement and increased efficiency. I highly recommend Johanne.

- Ricardo Levy  - Lecturer at Stanford, former Chair, former Chairman and CEO of Catalytica  

If you have an organizational leadership problem to solve (the bigger the better) and need a tireless, objective collaborator to assist, challenge and drive you (and she WILL drive you), work with Johanne. And if you welcome the friendship that will grow from that experience, you couldn't do better.

- Steve Snyder - Former EVP/GM CBS Interactive Games, Music and Sports

Johanne's work is, in a word, spectacular. She digs in on a project like no one I know, she is thorough, thoughtful, and does superb "inquiry" work early in a project. She brings a wealth of experience to her projects, including marketing expertise, consumer research, management and leadership insights, and insightful summaries of the issues. Her work is honest, clear, clean, and useful. She is a truth-finder and a truth-teller. Johanne is an intense, yet calm and measured expert - she knows where to look, what to ask, and how to propose key points and plans of action. Her logistics and organizational skills are world class, and her follow up is superb. As you can read, my professional opinion of Johanne is of the highest level. I believe she can excel at virtually any assignment or challenge presented.

- John Hamm - Strategy and Leadership Advisor, Former VC, Former TCG - The Chasm Group Advisors and Former CEO

I have known Johanne since the times she was building BOSS when helping high-tech executives and companies with globalization and International market development. She was a pioneer in her field helping American companies not treating International as an afterthought. She was an invaluable trusted advisor to senior executives and CEOs in need to succeed in Europe and in need to adjust their leadership style to grow their organizations overseas. I recommend Johanne to CEOs and Executives as a partner when significantly challenged to take their organizations to new levels. She has broad operating, marketing and leadership experience and a proven track record to continually deliver results. Her dynamism is infectious/inspirational.

- Philippe D’Argent - Former Senior VP Dell Europe, Former Senior VP Toshiba Europe

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