Lessons Learned from Leaders Who Get Results

THE CHALLENGE/OPPORTUNITY: How to align your team to a clear set of measurable results and achieve them.

What results do you want? As CEO or managing partner of a growing professional services firm, what are your most compelling goals? What investments of time or talent would make the biggest impact on your business?

The New Year is a great time to consider your firm’s greatest strengths and unrealized results. Bringing the firm’s leaders together to define the results you want will significantly improve your odds of getting the right things done.

Pat Whitaker knows this is true. Pat is the CEO of Arcturis, a growing architecture and design firm in St. Louis, Missouri.

After several years of double-digit growth, Arcturis, like many design firms in the U.S., was impacted by a significant downturn in business. Pat and her team knew that if they were going to take the firm to the next level they had to plan and act differently. They all wanted to grow, but struggled with how to harmonize competing priorities. Each Practice leader had important but different goals; not aligned to one vision for Arcturis.

Pat contacted Congruence to help her engage the entire team in setting clear measurable goals and putting tools into action to increase awareness and accountability.

THE SOLUTION: Using Achieving Results on Purpose™ to engage the entire leadership team to achieve a shared set of goals

The Congruence, Achieving Results on Purpose™ Planning Model has helped Arcturis and numerous professional firms clarify their business purpose, values and desired results in a practical and efficient way.

During a one day off-site workshop with Arcturis leaders, we developed a written plan that clearly spelled out the unique relationships and value Arcturis offers its clients and a “Balanced Scorecard of Desired Results.” Like many firms, increasing profitability was a priority for the Arcturis leadership team.


With clarity about what they wanted to achieve and a disciplined process to review team results – Arcturis exceeded its revenue and profitability goals. In addition, results for People (attracting and retaining talent), Clients and Quality Risk/Management were achieved and helped professionals gain a clear “line of sight” between their tasks and their leader’s priorities.

ACTING WITH PURPOSE: An approach that engages the entire team beyond planning day

The Achieving Results on Purpose™ Model increases a firm’s ability to achieve results because it offers an uncomplicated way to discuss success and gaps in results – all year long. The Arcturis team found the model so valuable they implemented it at every level of the firm. Now each firm member has a “Scorecard” of Desired Results, and leaders have an effective way to recognize top performers and coach those who are not on track.

YOUR NEXT STEPS: Talk to Congruence, Inc.

Call Congruence, Inc. or email Jan to learn more about Achieving Results on Purpose. Now is the right time to take a fresh look at your Desired Results and the potential to grow.