SCALE Case Study:

People & Org Structure/Internal Marketing Case Study

Client Profile

  • Number of Portfolio Companies:
    2
  • Physical Therapy:
    5 brands across over 40 locations
  • Allergy/ENT:
    Serving >18 practice locations

Services Deployed

Foundational Assessment

Program Development

Advisory & Auditing

Marketing

Human Resources

Overview

SCALE was engaged by a middle market private equity firm (over $1B in committed capital) to assess and develop a template internal marketing and cultural engagement & development program across select portfolio companies. The process included (i) an assessment report summarizing key takeaways across PortCos individually and collectively, (ii) recommendations for augmenting PortCos internal marketing and cultural engagement & development programs, and (iii) a ninety (90) minute workshop session including leadership from PortCos to review and discuss the report and recommendations.

Execution Approach

  • SCALE conducted in-depth interviews with nine (9) individuals representing CEOs, management/regional leadership, clinic location staff, providers, and various external audiences.
  • SCALE bucketed assessment into key themes:
  • Internal communications to inform key stakeholders of company updates, corporate strategy and on-going holistic benefits of being a part of PortCo
  • Communications transparency, reporting & analytics
  • Turnover & satisfaction
  • Holistic professional and leadership development
  • Team engagement & collaboration programs and initiatives
  • SCALE aggregated insights and prepared an assessment of what is currently being done to integrate, inform, educate and develop teams across the organization. These unique findings were measured against leading industry best practices.
  • SCALE designed a recommended cultural development program strategy that achieved the core objectives mutually identified at the project onset. This phase included specific tactics, programs and campaigns to elevate the strategic value of internal communications & marketing, as well as enhance cultural engagement & development programs.

Results

Ongoing Engagement

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