Jeffrey Case Study

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Hi Jeffrey,

Thank you for joining the kick-off call for the New York Life Investment CIO Lab earlier today. As discussed, please find information about next steps below. I’ve also included the email draft you can leverage in your communication with Bill explaining what we need from him below.

Action Items for Jeffrey:
o Identify stakeholders - Please work with Bill to identify 7-10 stakeholders who are critical to his success. We will evaluate his relationships with these stakeholders in the lab. Out of this list, please ask Bill to identify 3-5 stakeholders we can interview. Once I’ve received the stakeholder list, I’ll work with the stakeholders’ admins to schedule the interviews. The interviews will be conducted by one of the two lab …show more content…

Charts – Another key input we need for the lab is New York Life Investment IT org. chart. If available, it’d be great if we can get org. charts for the overall New York Life Investment and the enterprise IT org. chart as well (i.e. David Castellani’s org.). Will you / Lauren be able to send me the org. charts?
o Pre-lab dinner - We usually organize a dinner for the account team, facilitators, and the participating CIO the evening before the lab. If the account team would like to do the pre-lab dinner, please confirm with Bill whether he’ll be available to join the dinner on Thu June 28th …show more content…

Stakeholders may be superiors, peers, key constituents / groups or direct reports. During the interviews, our team will pose open ended questions to the stakeholders around their hopes, fears and expectations for the transition. These valuable insights help our facilitators frame the lab session and maximize the value of the experience for the CIO. The interviews are brief, approximately 20-30 minutes. The interviews are attended by a select group of Deloitte partners from the account and lab facilitation

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