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Client reference

Centaure Investissements

Defining an explicit culture to anchor the transformation

Finance / asset managementParis€200M of assets

The client's request

The 5 workstreams:

  1. Definition of Centaure Investissement's purpose,
  2. Making explicit Centaure Investissement's values and its limiting and supporting beliefs,
  3. Description of the explicit behaviours expected internally and with clients,
  4. Description of the desired type of management and preferences. Examples: Innovation before tradition, Trust before participation, Common good before self-interest, Tolerance before preference, Honesty before harmony, "We do / I do" before "we should",
  5. Assessment of candidates and of organisations joining the Group, with “key success factors” recommendations during mergers.

Our response

Initial diagnosis and assessment: Analysis of current practices and implicit values via collaborative workshops and a team diagnostic tool.

Implementation of the workstreams:

  • Definition of the company's purpose and values through interactive workshops.
  • Training of the teams to align expected behaviours and foster collaborative management.
  • Creation of an onboarding process for new recruits and support of managers through coaching.

Ongoing support: Setting up organisational rituals (tactical meetings, workshops) to anchor the transformations and tracking progress with suitable indicators.

Result

Centaure Investissements anchored its purpose and values in its organisation thanks to collaborative workshops. The shift to explicit practices fostered clear communication and aligned management, strengthening the engagement of teams and clients.

Workstreams
5

Keywords

  • Purpose
  • Explicit values
  • Collaborative management
  • Onboarding process
  • Cultural transformation