Case Study

Building Change Leadership Capability for a Leading Credit Union

As the world’s largest credit union serving more than 12 million members worldwide, a leading financial institution needed to strengthen its IT PMO’s ability to lead change across complex initiatives. To achieve this, the organization partnered with us to design and deliver tailored change management training that aligned with its mission, culture, and member-focused approach.

Project Highlights

Client: Leading Credit Union
Scope: Change management capability development within the IT PMO
Focus Areas: Change Leadership, Stakeholder Engagement, Project Delivery Excellence
Results: Equipped project managers to lead organizational change effectively and earned recognition as PMO of the Year

Challenge

Rapid growth and increasing project demand had significantly expanded the IT PMO. While project managers were technically skilled, they lacked structured change management capabilities needed to guide both IT and business teams through organizational transformation.

Key challenges included:

Limited understanding of change management principles across the PMO
Difficulty driving adoption and engagement for IT-led initiatives
Need for practical, relevant training suited to a financial institution’s culture
Desire to position project managers as change leaders, not just executors

Solution

We partnered with the PMO leadership team to deliver a customized one-day Change Management Training Course developed specifically for their environment. Drawing from our experience in financial services and large-scale PMOs, we created practical content focused on communication, stakeholder engagement, and adoption strategies.

The course combined best practices with hands-on exercises that allowed participants to apply concepts directly to their projects. Our tailored approach ensured relevance to the organization’s culture and operations, giving project managers practical tools they could use immediately to lead change more effectively.

Key actions included:

Conducted discovery sessions with PMO leadership to align on outcomes
Designed and delivered a one-day tailored change management course
Integrated real-world credit union case examples and project scenarios
Equipped project managers with frameworks for communication and stakeholder engagement
Provided actionable tools for managing resistance and sustaining adoption

Results

The training transformed how the IT PMO approached change. Project managers began proactively leading communication and stakeholder engagement across departments, increasing confidence and consistency in delivery. Their enhanced ability to guide organizational change earned the PMO increased trust and visibility, ultimately resulting in recognition as PMO of the Year in 2015.

Key results included:

Expanded the PMO’s influence across the organization
Improved stakeholder engagement and communication strategies
Established the PMO as a trusted change leadership partner
Strengthened adoption and delivery of strategic initiatives
Earned industry recognition as the 2015 PMO of the Year

Through this engagement, the IT PMO gained lasting capability and influence, establishing its role as a strategic partner in delivering business transformation and member value.

What People Say About Us

Global Transformation Group’s transformative approach has revolutionized the way I guide people through change. With empathy and understanding, she masterfully supports individuals and organizations on their journey to unlock their full potential and achieve their strategic goals. Their expertise showcases the power of creating a positive, collaborative environment that empowers organizations to thrive.

The IMPACT Engine System is comprehensive, practical, and proven. You are led through a logical sequence of steps that results in faster, better business outcomes that are aligned with the organization’s strategy, providing undeniable value for the organization, and ultimately earning you a seat at the table as the organization’s Strategy Navigator.

I’ve personally seen delivery leaders go through the IMPACT Engine process and go from burned out to burning bright! This system just works every time.

By emphasizing the value chain and strategy lifecycle, the PMO is positioned as a crucial player in driving organizational transformation and operational excellence. Their focus on practicality, collaboration, and impactful results sets a new standard for excellence in organizational management.

Realize the full potential of your business through better approaches designed to elevate business value.