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Case Study

Maintaining engagement for cross-functional team alignment

Client: A global cross-functional team building brand plans across 3 indications – all at different stages of development

The challenge

A global pharma brand under significant amount of pressure due to market factors with a cross-functional team struggling to manage business planning sessions for three differing indications.

The client sought to ensure that 150+ participants across multiple indications, functions and geographies were highly engaged in business planning and could successfully overcome issues created by a large and fragmented global team.

Uptake Strategies was commissioned to work with the cross-functional brand team to ensure: the right planning decisions were made, continuous input by the cross-functional team was encouraged throughout, and there was a high level of engagement by the attendees.

Our approach

The approach

Collaborated with planning leads to create a succinct pre-read which was shared with participants a week in advance of the workshop.

Tailored facilitation approach on specific topics e.g., using whiteboards for ‘thought sprints’ on new areas for rapid cross-functional contribution – workshops led by seasoned professionals who were subject matter experts.

Timely and succinct communications were distributed to delegates. Daily ‘key decision’ one pagers were circulated to workshop participants to ensure the medicine narrative was built on and all cross-functional team were aligned.

Focus the time during the workshop on key implications and decisions which would have an impact on each cross-functional team and the plan – this formed the core of the personalised meeting reports.

The outcome

The outcome

Uptake Strategies contributed to the creation of a global plan that was aligned, differentiated, and fully ‘owned’ by the cross-functional team

Uptake Strategies engaged fully with the cross-functional global team and achieved a 90% participant attendance across the workshop series

Post workshop series survey demonstrated that 92% of participants rated the workshop as clear and motivating

Driving Uptake

Driving Uptake

Uptake Strategies enabled this global team to:

drive cross-functional plan alignment

ensure engaged workshop attendance

define a robust portfolio strategy across the 3 indications