Case Studies

Case Studies

On this page, you’ll find case studies and stories from a wide range of our clients. See how their work with us has led to success for them and their teams, starting with mentoring/coaching clients and then training/consulting and speaking clients.


Mentoring Case Studies

Outstanding Outsiders gives Mercy confidence and competence.


Mercy had been a business analyst contractor for a while. She loved analysis and wanted to progress, without moving on to project/programme management. She wasn’t sure what to do next. Then someone suggested that she should join Penny Pullan’s ‘Outstanding Outsiders’ programme. Find out how it changed things for her …

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Mentoring gives Carla (Business Manager) both Confidence and Success


Carla Mulvaney was a Business Manager at the NHS Institute for Innovation and Improvement. When an important project came her way, she knew she needed to develop her skills as a project leader, but how?

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Mentoring enables Patricia (BA Contractor) to boost her career and surprise herselfPatriciaK


Patricia, a very experienced and capable business analysis contractor, was looking to boost her career and confidence. When working with Penny, she found lots of support but also some surprises in store…

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Training and Consulting Case Studies


Sam Changes Culture with Sketch Notes


Sam Moore works on digital projects in Sales and Marketing for Carlsberg in the UK. She says, “There is a real focus on culture change and innovation here. At the start of this year, I noticed how much we relied on ‘death by PowerPoint’ for presentations and thought we really needed a new way to embrace this culture change and deliver something different. Our presentations had to convey technical information as well as lighter content. We wanted to create impact, plus make the content easy to understand. Something needed to change! I did try adding clip art to my presentations but they didn’t look great. So I was on the lookout for something to help…”

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Developing Project Management Capability in an International Relief Organisation


A non-profit’s mission is to provide support and emergency relief and development assistance to suffering people around the world. Over the last few years, there had been a tremendous amount of change within the organisation. Tensions had built up between departments around their approach to projects and how to make them work.

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Starting to Build Facilitation Skills with Business Analysts from a major UK Company


The internal IT department of a major UK company has a large team of business analysts. Getting the most out of meetings is a key part of their role, which includes gathering requirements and developing business cases for change. We gathered the analysts’ views of their own meetings. These included:

  • unresolved issues,
  • the need to repeat meetings to gather missed data,
  • unclear objectives,
  • actions often not completed, and not followed up.

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Facilitating Change for a Programme Manager


A manager in a major company had a problem. He’d been given a programme that would shake his organisation to its core. Like many companies nowadays, their marketplace was changing fast. They could not continue along the path they had followed for years. The employees, on the other hand, were quite happy doing just that and could not see the need for so much upheaval, and tended to ignore it.

The manager needed to gather everyone together to understand and work with the change in direction – he knew he couldn’t do it alone.

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Adding the Power of Graphics and Visual Thinking to Meetings


John is a busy project manager in the pharmaceutical industry. His life is full of meetings. Engaging his project team and a wide range of stakeholders is critical to his success. He knows that his meetings could do with an extra edge, especially given the visual world of the 21st century. He wants to move away from PowerPoint slides covered in words, which tend to bore his audience. He has no confidence in his own graphical/visual skills.

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Dave Draws Out the StrategyDave Story

Dave was working as a business analyst in the public sector in the UK, when he realized that something was missing. He was running lots of workshops, using all his business analysis tools and techniques, but still things weren’t quite right. It seemed as if writing down words didn’t really fit with what people needed.

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