cASE STUDY 02:
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The time we ensured consistent leadership assessment

Global Accounting Firm

the challenge:

How do we create consistent leadership selection and development?

We partnered with a global Accounting Firm who employ 110,000+ people globally.

This business wanted to bring greater clarity to one of their most important transitions: the move from Salaried Partner (SP) to Equity Partner (EP).

They came to us with three key challenges:

Salaried Partners were unclear on how to progress to Equity Partner.
The assessment process lacked consistency and was open to bias.
Some newly promoted EPs struggled to transition successfully to the new role.

THE APPROACH:

Define the critical roles, behaviours, and transitions.

We agreed that the first step would be defining a clear, actionable set of behavioural expectations for both Salaried Partners and Equity Partners. Over two months, we:

Gathered existing data and expectations.
Created a prototype using insight from seven senior Partners.
Iterated the content via interviews with input from senior Partners and Salaried Partners across the organisation.

The final output included expectations of all Partners and the four key behavioural shifts required to move from SP to EP.

External research.

A review of eight competitors, the behaviours required for success in the future of retail, and a generational workforce needs review.

Internal sessions.

We conducted 49 ‘Walkaround Sessions’ with over 200 people across the organisation. We used these sessions to gather feedback, add detail, and iterate the content of the Culture Blueprint.

“Click developed an impressive understanding of our firm, its people, and its context. The output has been a gamechanger.”

Head of Talent & Leadership Development

The results:

Crystal-clear expectations for leaders.

These behavioural expectations have now been embedded into assessment, development, and communication for Partners.

The outcome is:

The assessment process is less prone to bias thanks to clear criteria.
Ambitious Salaried Partners are clearer on how to progress to Equity Partner.
New Equity Partners are clearer on how to transition successfully to their new role.

“Click are credible, personable and caring. Any team that works with them is a lucky one!”

Senior Manager