National Realty Company

MAX ISAAC

Two years after a new CEO took over at the regional office of a national realty company, things were not looking good. The CEO had brought a number of new clients with him, but still profit had dropped and the company was stagnating. The work environment was so poor that high-performing brokers were leaving en masse. The CEO was dissatisfied with his own performance, but felt he had tried everything to get his staff to shape up.

He attended a public workshop given by Belbin North America, which inspired him to have Belbin Team Role analyses done for all staff. He also arranged to have them all participate in a Team Accelerator™ workshop as a team. That session focused on understanding gaps and overlaps in roles.

The turning point came when the CEO realized he had been trying to perform the tasks associated with the kind of Coordinator tasks that are required of someone who needs to keep everyone on a team moving forward. Unfortunately, he had no natural interest in that kind of work. What energized him more was making contacts and coming up with new ideas (jobs linked to the Resource Investigator and Shaper roles, respectively).

The CEO was at a critical juncture: if he were to play to his strengths, he could not do a good job of being a CEO. So he “fired” himself, and step aside to become a Managing Partner, where the tasks required of him played directly into his Resource Investigator and Shaper talents.

The changes didn’t stop there, however. The now-former CEO convinced his corporate management to allow him to create a new COO position, and deliberately filled that job with a person who had the Coordinator skills he lacked. The company also formed 3-person “balanced” teams (in terms of Belbin team roles), each which was assigned accounts.

Three years after these actions, the revenues for this division had nearly doubled, and it had gone from the worst-performing regional division in the company to the best.

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About the Author

Max is the CEO of Belbin North America. He brings a depth of knowledge and experience from his career in general management and consulting in North America, England, Europe and Asia. Max has assisted CEOs and senior leaders within client organizations with the design and implementation of Interaction Planning processes, team based organizational development programs and Lean Six Sigma initiatives.

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Lindsay Lalla

Lindsay Lalla is the VP of Marketing and Client Support for Belbin North America. Most recently, she has been spearheading the introduction of the Belbin Team Role methodology into North America. Lindsay is a skilled facilitator, and also runs the Belbin Accreditation classes where she certifies others in the Belbin method.
Lindsay’s formal education is in instruction and performance. Combined with her 17 years of adult education experience, she brings a depth of understanding in how to deliver the highly experiential workshops that are a hallmark of the Belbin North America approach to education and organizational development.

Patrick Ballin

Patrick offers more than 25 years of experience with some of the most successful businesses in Europe as a consultant, change manager and executive coach.

He has helped many well-known organisations to get their ideas and projects off the ground by working with business leaders and their teams to optimise interaction, strategy and execution.
Patrick was Global Head of Supply Chain and Logistics Development for The Body Shop, an international retailer of ethical health and beauty products, and managed its change programme across 52 countries. In 2009, he set up the national redundancy coaching service, Rework, for the UK industry charity, Retail Trust. Patrick spent his earlier career with ACWL Group, one of the pioneering UK Apple Centres, where he was a divisional Director.
He holds an MA in Natural Sciences from the University of Cambridge, is a Visiting Lecturer for Brighton Business School, a Fellow of the RSA and coach for social enterprise incubator On Purpose.

Max Isaac

Max is the CEO of 3Circle Partners. He brings a depth of knowledge and experience from his career in general management and consulting in North America, England, Europe and Asia.
Max has assisted CEOs and senior leaders within client organizations with the design and implementation of Interaction Planning processes, team based organizational development programs and Lean Six Sigma initiatives.
Prior to moving into the field of organizational development, Max was the CFO for the Retail Division within The Molson’s Organization, where he took a lead role in growing the business to over $1 billion in revenues, doubling its size in four years through acquisitions and internal growth.
Max is co-author of Close The Interaction Gap, The Third Circle – Interactions That Drive Results, Setting Teams Up for Success and A Guide to Team Roles. He is also the contributing author of the Organizational Change sections of Mike George’s books Lean Six Sigma published in May 2002 and Lean Six Sigma for Service published in June 2003. Max is a registered CPA, CA in Canada. His undergraduate degree was earned at Witwatersrand University, South Africa.