Case Studies

Julia Tang Peter’s clients achieve their goals and derive lasting benefits. Without exception, clients report that Julia exceeded their expectations, allowing her to enjoy long-term relationships with executives and client organizations — an important measure of her effectiveness.

To learn more about how Julia works with clients, take a look at select case examples:

Client

Professional association

Project

Envisioning how to leverage intellectual property

Client Goals

  • Accelerate a new way of working to make a bigger impact on internal influence, membership engagement, and marketplace awareness
  • Optimize collective and individual talents for best-in-class work as well as individual career growth

Deliverables

  • Led leadership team in collaborative process that identified areas of underperformance, gaps in skills needed, and problems encountered working with the larger organization
  • Worked with head of unit on values for culture change
  • Explored models of organization structures, and facilitated creation of custom designed organization structure aligned with new values
  • Executed restructuring with new job descriptions, new assignments and redeployments, new hires, securing HR approvals, communications plan, launch and training

Results

  • Upon completion of 3-month transition, new roles and process increased team engagement and utilization
  • Senior leaders praised the bold changes and positive outcomes
  • Higher impact of the work is gaining for the association more visibility and influence

Client

Global Medical Products Company

Project

Accelerate innovation

Client Goals

Address chronic delay of milestone deliverables for commercialization of new products

Deliverables

  • Obtained and analyzed input across disciplines about expectations and obstacles
  • Established agreement at senior leadership level on innovation goals and corporate funding of priorities
  • Facilitated strategic offsite for R&D team about goals and accountabilities, resulting in a collaborative action plan
  • Worked with R&D director on aligning organization structure

Results

  • Gained unanimous support of executive committee for innovation goals, strategies, organization structure and action plan
  • Obtained 100% of funding request
  • All recommendations were implemented with positive outcomes

Client

Global healthcare products and services

Project

Leadership development for high potential executive

Client Goals

  • Take executive’s skills to the next level: strategy, building organizational support, and accepting feedback
  • Determine executive readiness for senior leadership role

Deliverables

  • Worked with executive’s boss identifying key success factors
  • Conducted 360° interviews and synthesized data into leadership development plan
  • Coached executive for 8 months on including development of strategic plan, crafting and delivering presentations, and gaining the organization’s support.

Results

  • Executive progressively increased utilization of the coaching process to help him be more effective in leading the business, people and process.
  • Senior management approved the strategic plan, his team supported the plan, and financial targets were met.
  • Executive was promoted to lead a larger functional unit.

Client

Consulting services firm

Consulting Engagement

Envisioning how to leverage intellectual property

Client Goals

Build capacity and increase revenue

Deliverables

  • Helped executive crystallize vision for how to embed the company’s intellectual capital in operating efficiency and effectiveness
  • Coached executive on overcoming expected organizational resistance to the additional workload of delivering the project
  • Led team in collaboratively developing strategic uses of intellectual property, action plan for cataloging IP, and process for content development

Results

  • Developed a team of strong advocates
  • Team executed plan
  • Cross-functional teams consistently utilize IP resources in project management process