Client story: Charity

Aligning Vision and Values and behaviours to underpin the people strategy

Client: National Charity

This successful charity with its HQ in Bristol had been running for around 15 years. Whilst its work and brand was well respected, the organisation felt the need to sharpen up its values and behaviours that underpinned every aspect of their work. They needed to ensure they stood alongside other charities in the same space, fared well in the competition for staff and were clear in their requirements from their teams.

How I helped

Working with this charity was a hugely positive experience and through our facilitation, the senior team very quickly concluded on their values and more importantly, what these looked like in behaviours on a day to day basis. Once agreed, these behaviours were then translated into their people processes, making recruitment, performance and reward decisions so much easier.


Clear values and behaviours has greatly improved decision making across all aspects of the charity’s work, whether it is resource planning, developing collaborative partnership with third parties, development needs or leadership qualities. Values and behaviours have cascaded down through to all of the teams and they have become the key guiding principle in the delivery of the charity’s work.

“As a charity which has grown organically over the past 15 years, Karen has been instrumental in helping us to look at the bigger picture regarding organisational and cultural growth. Extremely approachable with a distinct openness, Karen provided me with clarity of thinking around governance, growth structure and culture. She has great insight into what excellence looks like and led the Senior Team in an exercise to create new values for the charity. Sensitive to Third Sector differences, but unequivocal in her approach, Karen listened carefully to what team members had to say, whilst maintaining a focus on what needed to be achieved and the outcome was exactly what we had been looking for – a set of values which have already had a huge impact on our team and our clients – highly recommended to get your organisation to the next level.”


Bristol based with national reach

07773 342084

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