2017 itap client examples

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1 A Global Leader: Enabling people and organizations to succeed across borders An Overview of ITAP Services and Capabilities Organizational Diagnostics and Strategy Global Workforce Assessment, Development/Learning Design and Facilitation Local Business and Cultural Knowledge Global Leadership and Management Development Cross-cultural Research …to Resolve Client Needs ©2017 ITAP International, Inc. All Rights Reserved.

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1

A Global Leader: Enabling people

and organizations to succeed

across borders

An Overview of ITAP Services and Capabilities

Organizational Diagnostics and Strategy

Global Workforce Assessment, Development/Learning Design and Facilitation

Local Business and Cultural Knowledge

Global Leadership and Management Development

Cross-cultural Research

…to Resolve Client Needs

©2017 ITAP International, Inc. All Rights Reserved.

ITAP Can Help Your Organization…

• Assess the effectiveness of your recruitment, selection and

succession policies to insure that your talent pool is diverse and

matches the qualities and characteristics that will succeed in various

cultures

• Identify development needs - a gap analysis should address both

individual needs and the global talent pool so the organization can

leverage needs across large employee populations

• Design learning opportunities that match leaders' learning styles,

because these, too, differ across cultures

• Provide cross-cultural coaching for executives and leaders

working in a multi-cultural environment

• Assess cultural profiles

– to help leaders and employees with self-understanding, the first step to

appreciation of cultural differences

– to identify whether location cultures differ

2 ©2017 ITAP International, Inc. All Rights Reserved.

3

ITAP Consulting: Working at the intersection

of business and cultural issues

1. Growth and sustainability - entry into emerging

markets

2. Diversity and inclusion (D&I)

3. Merger & Acquisition organizational Integration

4. Talent assessment, retention and development

5. Global/virtual team effectiveness

©2017 ITAP International, Inc. All Rights Reserved.

ITAP Americas, Inc.

12 Client Examples References furnished upon request

4 ©2017 ITAP International, Inc. All Rights Reserved.

6

Clients often testify to the positive results

achieved from ITAP’s tools and approaches

You showed your commitment to building our relationship by giving us

content up front, before we even had an agreement.

German/US American Medical Devices Company

This is impressive work. You have captured the voices of each of the

groups. Thanks – we know you've gone beyond the contract.

VP of Diversity at a global pharmaceutical company

Without hesitation, ITAP exceeded our very high expectations. We will

look forward to partnering with you again in the future.

Organizational Effectiveness Group Manager at a global financial services company

©2017 ITAP International, Inc. All Rights Reserved.

7

Client Example 1: ITAP supports multi-

cultural marketing agenda

1. The Problem 2. The Tool/Services

US insurance company identified

wealthy cultural groups as targets.

Wanted senior management buy-in to

expand marketing efforts.

Culture in the Workplace

Questionnaire™

Cultural overview of their market

3. The Solution 4. The Outcome

Provides market data and cultural

information to support C-level

executives in developing multi-cultural

marketing strategy and tactics.

Expanded agency recruitment

Improved collateral materials

(culturally sensitive and targeted)

Revised product names and sales

tactics

©2017 ITAP International, Inc. All Rights Reserved.

8

Client Example 2: ITAP improves

executive team effectiveness

1. The Problem 2. The Tool/Service

Global biotech firm seeks to integrate

senior executives from companies

acquired over 3 years.

Executive Interviews

Global Team Process

Questionnaire™ (GTPQ)

Identification of dilemmas

3. The Solution 4. The Outcome

ITAP analyzes data collected, creates

an executive off-site, facilitates

discussion of dilemmas, and helps

define outcomes.

Reorganized senior team into two

distinct bodies. One reporting group

and a smaller decision making group.

Communication protocols defined and

roles clarified.

©2017 ITAP International, Inc. All Rights Reserved.

9

Client Example 3: ITAP improves multi-

cultural team effectiveness

1. The Problem 2. The Tool/Service

Global pharmaceutical company

seeks to reduce tensions among a

multi-cultural team of global franchise

leaders and increase team

effectiveness.

Global Team Process

Questionnaire™ (GTPQ)

Delivers team productivity

intervention

3. The Solution 4. The Outcome

ITAP designs team results seminars

and provides follow-up leader/team

member coaching based on the

GTPQ findings.

Identified areas for improvement of

team effectiveness

Identified and measured change

(significant improvement in team

cohesiveness and collaboration) over

time

©2017 ITAP International, Inc. All Rights Reserved.

10

Client Example 4: ITAP improves

organizational integration

1. The Problem 2. The Tool/Service

Global chemical company seeks to

align organizational cultures post

acquisition.

Organizational Cultural Assessment

Instrument

Culture in the Workplace

Questionnaire™

Global Team Process

Questionnaire™

3. The Solution 4. The Outcome

ITAP analyzes data collected,

measures organizational cultural

differences, links personal values

data to identifies areas where

integration will be difficult.

Recommends approaches.

Headquarters realizes unintended

consequences of initial integration

actions.

Seeks to redress approaches to

accurately address new

organizational culture aspects.

©2017 ITAP International, Inc. All Rights Reserved.

11

Client Example 5: ITAP decreases

strategic planning time frame

1. The Problem 2. The Tool/Service

Korean division of global

pharmaceutical company seeks to

conduct strategic planning approach.

eStrategyMapper™

3. The Solution 4. The Outcome

ITAP creates offsite, uses application

to include employees at decision

points, defines new strategy.

Creation of mission, vision, values

Alignment of strategy with customer,

organization and employee needs

Creates mini-maps with action items

for all levels of the organization

including employee development to

align with the strategy

©2017 ITAP International, Inc. All Rights Reserved.

12

Client Example 6: ITAP develops global

financial business partners

1. The Problem 2. The Tool/Service

American FMCG company needed to

develop finance leaders who were

focused on strategy and analysis

(forward view) rather than just

reporting the numbers (re-view).

Designs/delivers Leadership

Development program

Designs finance curriculum for web

delivery

3. The Solution 4. The Outcome

Identifies operational business

partnership competencies (more

COO than Director of Finance).

Creates/co-delivers Leadership

development training.

Prepares subject matter trainers.

Creates content for webinars

(ongoing finance curriculum).

Measurable financial business partner

competencies

Webinar curriculum developed

including appropriate finance

content/presentations for 4000

finance ee’s worldwide

Trained Finance Subject Matter

Expert (SME) as presenters

©2017 ITAP International, Inc. All Rights Reserved.

13

Client Example 7: ITAP increases merger

/ acquisition success

1. The Problem 2. The Tool/Services

Korean financial services company

needed to align the company culture

across subsidiaries.

Organizational Cultural Assessment

Instrument

Culture in the Workplace

Questionnaire™

3. The Solution 4. The Outcome

ITAP assesses corporate culture and

subsidiary culture and identified gaps.

Compares organizational culture

(“desired state”) to employees’

cultural preferences.

Aligned business operational units to

senior leaders “desired state” of

corporate culture

Action plans to address culture gaps

(of subsidiaries) using employee data

to focus on potential trouble spots

©2017 ITAP International, Inc. All Rights Reserved.

14

Client Example 8: ITAP assesses and

develops regional and global leaders

1. The Problem 2. The Tool/Services

German high tech firm wanted to

identify local talent and assess

whether they are ready for regional

development or global development

roles.

Talent Potential Analysis (assessment

center design and delivery)

Leadership Development program

localization design and global delivery

3. The Solution 4. The Outcome

Assesses identified talent against

defined core competencies.

Facilitates quantitative and qualitative

scoring.

Makes recommendations for

individual development.

Ranked talent as Local, Regional or

Global

Identified strengths and areas for

development

Recommended readiness

for promotion

©2017 ITAP International, Inc. All Rights Reserved.

15

Client Example 9: ITAP conducts research

on cultural attitudes about risk and safety

1. The Problem 2. The Tool/Services

Global oil exploration company seeks

to measure the attitudes towards risk

and safety.

Culture in the Workplace

Questionnaire™

Custom Cultural Attitudes (Safety)

Survey

3. The Solution 4. The Outcome

Assesses attitudes of employees and

vendor employees involved in

construction or oil rigs.

Conducts research on target

candidate populations to assess

differences in attitudes concerning

safety and risk on the job.

Identified new cultural dimensions

relations to risk and safety

Recommended alternative

approaches to safety

©2017 ITAP International, Inc. All Rights Reserved.

16

Client Example 10: ITAP decreases

cultural risks in call center location

identification

1. The Problem 2. The Tool/Services

US Medical devices firm wants to

regionalize their world wide call

centers to gain efficiencies.

Culture in the Workplace

Questionnaire™

Custom Cultural Attitudes (Health)

Survey

3. The Solution 4. The Outcome

Assesses national culture issues,

attitudes about call centers, attitudes

about health.

Conducts research on target

candidate populations.

Provides analysis of benefits

requirements and practices.

Identified potential cultural issues in

recruitment and selection,

onboarding, training, and managing

performance

Assessed HR statutory requirements

to avoid legal and cultural risks

©2017 ITAP International, Inc. All Rights Reserved.

16

Client Example 11: ITAP increases

success of talent pool in relocation

assignments

1. The Problem 2. The Tool/Services

Asian client relocating "talent" to other

Asian countries, even with lots of

training support, found that only15%

of their relocated talent received an

Exceptional performance rating in

their new assignment

Culture in the Workplace

Questionnaire™

3. The Solution 4. The Outcome

One hour debrief of results as pre-

departure preparation for relocating

talent added to existing pre-departure

support

The results showed an increase to

almost 45% of the talent receiving an

Exceptional performance rating.

©2017 ITAP International, Inc. All Rights Reserved.

17

Client Example 12: ITAP improves

relationships during global process

transfer

1. The Problem 2. The Tool/Services

Global Financial institution has

offshored 70%+ of its finance

organization and processes.

Requests help for those working

across cultures

Culture in the Workplace

Questionnaire™

3. The Solution 4. The Outcome

Designed 2 day “Working Across

Offices” program for managers

designed a ½ day “Strengthening our

Business Practices” for non-

managers.

Identified 5 “Drivers of Business

Partnership” (including Cultural

Literacy)

Best practices have been identified by

the program participants and

significant financial savings have

been realized

Solution maps identified how each

side needed to behave differently to

be effective business partners

©2017 ITAP International, Inc. All Rights Reserved.

18

Catherine Mercer Bing CEO, ITAP International, Inc.

Managing Director, ITAP Americas

353 Nassau Street, First Floor

Princeton, NJ 08540 USA

(W) +1.215.860.5640

(M) +1.609.937.1557

http://www.itapintl.com

[email protected]

SKYPE: CatherineBing

©2017 ITAP International, Inc. All Rights Reserved.

Questions? Please call me…