Client Challenge
The Managing Partners wanted a structured way to collect candid feedback from the firm.
As the company grew, hearing from everyone became more challenging, especially with teams spread across offices and operating internationally.
They needed to capture key insights ahead of their annual strategy session.
Their goals were to maintain transparency, enhance collaboration, and identify ways to improve individual performance while preserving the company’s culture.
Mukala Approach
We conducted confidential interviews with every member of the investment team, collecting both quantitative and qualitative feedback on key success factors including, performance management, culture, and communication.
The insights were synthesized into an Organizational Assessment that highlighted strengths, flagged early warning signs, and surfaced key concerns.
We presented the findings to the leadership team and then facilitated a full-group session to discuss results, address focus areas, and develop action plans for improvement.
Outcomes
The Managing Partners gained clarity on the bright spots, pain points, and morale at each level.
Key insights from the assessment were used to structure the agenda for their annual strategy session, ensuring discussions centered on the most important topics.
The firm committed to annual assessments to track progress and maintain a culture of continuous improvement.
This process created a roadmap for long-term success while reinforcing accountability and alignment.
“The process was well-structured and ran seamlessly. It was quick, efficient, and struck the right balance between scripted questions and open dialogue. The findings were clear, insightful, and thoughtfully presented. It created a safe space for our team to voice concerns and share ideas—critical for our business. I’m confident this project will lead to meaningful improvements within the group.” – Vice President
