Case Studies

EXECUTIVE AND MANAGEMENT SEARCHES/TALENT ACQUISITION

  • Trinity’s consultants have successfully performed searches for a wide range of positions in a diverse array of organizations.
  • The process identified multiple highly qualified candidates who were not actively seeking a new position.
  • Trinity’s role also includes conducting of psychometric assessments to assist in the selection decision and preparation of detailed offer letters with appropriate restrictive covenants to protect the hiring organization.

ORGANIZATIONAL & PEOPLE DEVELOPMENT: CULTURE

  • A CEO & the Head of HR sought Trinity’s assistance with concerns they had about their organization’s culture at one of its facilities.
  • Trinity designed and conducted a customized survey to ascertain employee opinions about the culture of the organization.
  • Based on the results of the assessment showing several significant shortcomings, Trinity developed and provided specific training to the executive and management team members to address the issues, including:
    • Trust
    • Team Building
    • People Management

ORGANIZATIONAL & PEOPLE DEVELOPMENT: MANAGEMENT SKILLS

  • Trinity assisted a new CEO in evaluating the members of his senior management team in terms of their skillset in comparison to the organization’s needs.
  • As a result, two incumbents were identified as being unable to development the competencies needed within a reasonable time frame.
  • As an additional result, Trinity designed and conducted a multi-day professional development program for the management team focusing on the competencies needed to be enhanced. These included:
  • Strategic planning
  • Critical thinking
  • Goal setting
  • Prioritizing
  • Communication
  • Decision making
  • Problem Solving
  • Conflict management

ORGANIZATIONAL & PEOPLE DEVELOPMENT: CHANGE MANAGEMENT

  • Trinity worked with the CEO of a growing client to facilitate the successful implementation of organizational changes taking place. The changes included the hiring of a General Manager in order to allow the CEO to move away from the day-to-day operations and focus more on strategic issues.
  • As part of its assistance, Trinity designed & conducted a customized survey related to the reactions to & attitudes about change within the organization.
  • Trinity analyzed the survey results as part of developing & conducting a workshop related to change:
    • Why the company needed to change
    • How change makes people feel
    • The steps of the change process
    • What helps or hinders successful change
    • The benefits of successful change

ORGANIZATIONAL DEVELOPMENT: TEAMBUILDING

  • Trinity’s discussions with a CEO led it to conclude that the members of the management team were not working together as well as they should & as well as they needed to.
  • Trinity conducted a DISC assessment of each individual’s behavioral style & provided each individual with a comprehensive (10+ page assessment) of her/his behavioral style.
  • Trinity trained the team of the various styles within the group, with particular emphasis on how to:
    • Understand the strengths & weaknesses of each style
    • How to effectively interact with others’ styles, whether the same as theirs or very different

BENEFITS MANAGEMENT: HEALTHCARE COSTS

  • After receiving its annual renewal, Trinity’s client wanted to have an analysis done of its healthcare, life insurance & disability benefits.
  • Trinity performed the following analysis:
    • The services of the client’s benefits broker in terms of quality, scope & fees.
    • Their benefits (total cost [as well as share of cost borne by employer versus by employees] & quality (coverage, co-pays, deductibles, etc.) in comparison to the marketplace
  • The analysis resulted in:
    • The selection of a new broker following Trinity’s preparation of a Request for Proposal submitted to multiple brokers, with lower fees & expanded, improved services
    • Changes to the healthcare carrier that substantially lower the client’s cost without reducing benefits or increasing the employee’s share of the total cost.
    • The introduction of selected voluntary employee benefits that were well received by employees.

COMPENSATION: INCENTIVE COMPENSATION TO IMPROVE PROFITABILITY

  • A client desired to incent their senior management to improve the company’s financial performance.
  • In working with the client, Trinity designed an incentive compensation plan tied to improvements in the company’s EBITA.
  • The plan was designed in such a way that the increase in profitability was in part retained by the company & in part paid out as an annual performance bonus (representing a combination of profit sharing & gain sharing plans, with the payout formula being such that the senior management members are highly motivated to achieve & exceed the profit objectives).

COMPENSATION: COMPETENCIES & PERFORMANCE MANAGEMENT

  • A client did not have competencies nor a formal performance appraisal process in place.
  • In working with the client, Trinity:
    • Generated a set of competencies for each family/level of positions
    • Developed a performance planning process to establish each applicable position’s initiatives, projects, goals for the upcoming year, synchronizing it with the company’s annual planning & budgeting processes.
    • Created a performance appraisal template for the immediate supervisor to complete, along with an option for the supervisor to have the employee do a self-appraisal

COMPENSATION: MARKET PRICING

  • A client was concerned about the competitiveness of its compensation for selected management positions relative to the marketplace.
  • Using its subscription to a vast database of positions, Trinity provided the client with a comparison of the actual compensation (in terms of annual salaries, incentive/variable compensation & total cash compensation) of the incumbents relative to the market place for comparable organizations.
  • Trinity used its analysis & the performance of the incumbents to prepare recommendations for all of the selected positions for the next three-year period.