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Case Studies Modules

Find out how other organisations transformed the way they worked. Learn from almost 20-years of Innovation Award case studies, to take away practical ideas for your own workplace. These case studies are available for Members only please register on the website to view.

RSA Planning Team Awards Case Study 2021

A key focus at RSA was how they stepped up and adapted when home working was implemented. They have not counted their success in just getting people out of the office but also in the focus on wellbeing during lockdown. 
 

Phil Timney, RSA - Rising Star Awards Case Study 2021

Phil Timney at RSA has implemented automation and process enhancements, greatly improving the team’s output and influence. He was described as ‘Mr Puzzle’ for seeing problems and bringing others on the journey to resolve them.

Lisa Hammersley, RSA - Analyst of the Year Awards Case Study 2021

Lisa Hammersley from RSA has demonstrated a relentlessly positive attitude in the face of serious stakeholder challenge, emerging as a ‘unsung hero’ who is always keen to enhance their skills and learn new things. 

L&G Planning Team Awards Case Study 2021

At Legal & General, an agile, cross-skilled tactical planning team have built confidence and trust, as a centre of expertise that has already grown from 4 to 10 internal clients. This year, MI automation has been a focus, to create capacity and agility, while further deepening their knowledge of each operational area.
 

Dean Hurrell, LV= Insurance Analyst of the Year Awards Case Study 2021

At LV= Planning Analyst Dean Hurrell takes time to understand the business, going over and above his role as an analyst in managing the plan and create a seamless link between short and long-term planning. He has invested his time to learn, both with teams to discover their needs, and in understanding budgets, to bring this context into his planning. 

Gavin Rogerson, Homegroup Planning Manager Awards Case Study 2021

Gavin Rogerson, Planning Manager at Home Group, took the initiative even before Covid was declared a pandemic to review the company BCP. This meant they were ready to move to home working and his team were key in making this happen. A focus on the digital offering has cut incoming calls and fortnightly one-to-ones were introduced, rather than monthly, to keep a focus on wellbeing. 

Juliet Jetson Planning Manager Awards Case Study 2021

At Legal and General, Juliet Jetson heads up the workflow team, delivering at pace their successful operating model into new areas of the business. Key to success for her is using individual’s distinct skills within the team, developing people and engaging stakeholders on how to get the most out of their data.

Tim Milburn Planning Manager Awards Case Study 2021

Tim Milburn, manager at Emovis, left single handed during furlough, took the opportunity to greatly develop the way planning operates, with work on holiday requests, shift reviews seeing rising engagement scores and great feedback from staff. 

Dan Lowrie, NEAS Planning Manager Awards Case Study 2021

Dan Lowrie, Planning Manager at North East Ambulance Service has raised the profile of planning immensely within the Trust and they are now seen as an integral part of any update or change. With a strong focus on wellbeing, he has given his team opportunities for development and learning, as well as dedicating time to his own development. 

Open University Planning Teams Awards Case Study 2021

The team at The Open University were highly commended for how they raised their profile through the pandemic, introducing new ideas like Skype Walkers or  personal emergency time off. They kept focus on delivering student registrations, which reached record levels this year. Myriad scenarios were modelled for changes in opening hours, contact channels and cross-training in both front and back office work. 
 
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