About
Katherine
KBCI founder, Katherine Burke, brings a focus on delivering results and cultivating people for success. She holds a unique combination of analytic skills, strategic vision, practicality, and an innate ability to connect with people and build trust. Katherine’s substantive focuses have included: U.S. federal and state advocacy strategy; affordable housing; humanitarian aid; forced displacement; refugee resettlement; and asylum.

Case Study: growing company seeks strategy refresh and leadership team realignment

minimal commitment. tangible results.
This case study highlights a successful recent engagement with a growing organization of about 300 employees. The 5-person leadership team was navigating leadership transitions, communication challenges, and strategic misalignment. The organization sought to retain the strong sense of accountability present on their leadership team while reducing friction and enhancing their overall effectiveness. Over a three-month period, KB Collaborative Impact helped this client refresh their strategy, realign their leadership team, and build a strong foundation for growth.
Approach
- Develop deep understanding and build trust:
- Conducted individual interviews with leadership team members and their direct reports to build trust and ensure and open and honest process.
- Evaluated organizational structure, job titles, and role clarity.
- Launched a 360° review process to inform personal development.
- Analyzed existing workflows, tools, processes, and norms to identify communication gaps and opportunities.
- Reviewed strategic plans and individual leader priorities and goals to identify points of misalignment or confusion.
- Evaluated personality assessments to better understand team dynamics, talent gaps and strengths, and likely tensions across team members.
- Design and facilitate collaborative planning sessions:
- Analyzed outcomes of individual interviews, personality assessments and existing plans to design a comprehensive leadership retreat.
- Facilitated a series of retreat meetings focused on establishing a shared vision, agreeing strategic priorities, clarifying roles, and defining communication expectations.
Outcomes and Impact
- Strategic Clarity:
- Redefined the organization’s mission to reflect its current reality and goals.
- Developed an updated set of priorities and internal goals.
- Re-aligned roles and individual work plans to support updated strategic plans.
- Streamlined Communications:
- Designed a comprehensive internal communications plan, including:
- a refreshed set of standing meetings
- the rollout of a digital collaboration platform
- updated communications expectations.
- Designed a comprehensive internal communications plan, including:
- Long-Term Success:
- Produced a one-year action plan with clear objectives and tactics.
- Recommended approaches to fill capacity and systems gaps.
Leadership Team Transformation
- Leadership Team View: The team reported significantly increased clarity around organizational direction, individual roles, responsibilities, decision-making, and team communication approaches. Team members felt increased trust in one another and a sense of relief due to clearer role definition.
- CEO Perspective: The engagement provided immense value to the organization and resulted in a more self-directed, collaborative leadership team. Communication shifts resulting from this engagement have subsequently been rolled out to the entire organization, and the action plan developed by KB Collaborative Impact was used as the basis for follow-on organization-wide strategic planning efforts.