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Research, Engagement,
Employer Brand, Culture
Core Skills
•

Qualitative and quantitative research

•

Summarising and simplifying complex information

•

Designing, conducting, analysing, reporting – all or some

•

Impactful writing and practical recommendations
Why do graduates reject our offer?
Who: An accountant / consultancy
What: They need to improve the rate of acceptance of their

offers to graduates
How: I surveyed last year’s graduates, then interviewed them

You have a great reputation amongst your target audience…
The people we spoke to want to work for you for the best reasons.
They admire you and what you can do for their career and their
development.

to establish why they might reject offers. I reported on the

… but that reputation isn’t clearly separated

themes and made four levels of recommendations for how
You’re not seen as that different, so the small things count.

they can mitigate against future rejections.
“Really interesting insights, leading to some good discussions
around improvements we can make as well as information we

You need to show or address…
Development – where can I go in, and from, XXXXXX? What
have others achieved?
Work-life balance – realistically, what will my life look like, and
why might I make compromises?

can share with the wider business. Both I and the team were
impressed by how simple a project it was to deliver and how
responsive, available and engaged you were. I’d have no
hesitation recommending you and Monteath Consulting

Being a cog – how do people like me feel, in such a large,
faceless organisation?
Flexibility – if I don’t get my choice, how can I find the next-best?
And why are requirements different?
An always-great experience – the personal touch counts.
Candidates need to feel wanted, understood and helped to see

to anyone”

how they will fit and be accepted from first to last.
… to maximise chances of converting every offer
How can we change the profile – and
the attitude - of our workforce?
Who: A financial services business
What: This long-established institution needs to
What does the manager of tomorrow look like? We know

commercialise to stay ahead of increased competition and

that this is a critical role in the business – not least because it
feeds your talent pipeline. Future managers must be leaders

changing demand.

as well as managers. They must be dynamic. Open to new
ideas. Champions of change. Developers of talent. But in

How: I designed and ran interviews, focus groups and a
survey. I analysed the findings to identify the themes that
were then taken on and developed into a complete employer

order to attract and recruit the right talent, there needs to be
absolute clarity around what good looks like.

Now, how managers manage is inconsistent. As you evolve,
managers will be critical to tipping the balance to a new way of
working. The future manager will get things done through their

brand. I also worked on a series of recommendations for

people. They’ll be an influencer more than a doer. They’ll get
to the root of problems, not just solve them today. They’ll

managing the employer brand.

introduce change and ensure its implementation. They’ll know
their team’s and the company’s priorities, and will be an

“Thanks Sam. Not just for the listening, but you’ve really

ambassador for both. They’ll grant their team autonomy, and
allow them to earn the right for more. At the same time,

helped to shape the themes. Together, we’ve got something
really compelling. I knew I could trust you!”

they’ll always be available for support. They’ll promote and
encourage new ideas and always factor in the experience of
their teams and peers. The future manager will carefully,
assuredly and systematically tip the balance.
How can we get more diverse applicants?
Who: A government department
What: There’s little problem attracting white, straight, males.
Executive Summary

But what can be done to attract others?

•

XXXXXX is generally understood – and potentially
attractive

How: Following a survey of the target audience, I arranged
and ran focus groups with the segments of most interest.

•

other differences are subtle
•
•

executive summary and six actionable recommendations.

“Thank you for all your hard work. The time and commitment
you put in to this project came through loud and clear today.

You need to work long hours, full-time and maybe move
– that’s a problem for mothers

I produced a comprehensive report, with a brief-but-detailed

I presented those findings to the end client.

Career stage is the main difference between groups –

Some roles are understood, some superficially, and
some not at all

•

The more time people have, the more they can
understand for themselves

•

Roles are generally held to be open to all

•

There is risk. Most can accept, but some won’t

•

It’s a particular way of working – but the good balances
out the not-so-good

The client is delighted and I am thrilled that the presentation
went so smoothly.”

•

Pay and other benefits are good, or at least acceptable

•

But they still won’t know enough to be confident and
comfortable to apply…because to apply is already a big
commitment
We’re changing our culture.
Is it working?
Who: A bank
What: There is a major culture-change initiative in
,,.sessions for the team managers, three hour sessions for

the bank. They needed to establish if there is a case

three days in a row. But I want to share and get people
talking. I’ve given it lots of time, but it’s a good use of time,

for further investment.

you’ll get that time back.
I believe I have inspired others. I asked whether the

How: I created a telephone interview, then interviewed the
people embedding the change. Reflecting on best practice, I
formed overall themes of positives and challenges and made

sessions were a good use of time, and we got 4s and 5s.
This lot are honest and they’d tell you if it wasn’t! I’ve had
good feedback, that it’s the right thing to do. If it was just
about values it would just pass. But it’s the right thing to

make the business a success. It’s the right thing for me, for

recommendations to address these. I also created individual
“impact stories” that helped the client justify their
recommendation.

customers. It helps people on the frontline. People have
realised that sometimes they don’t think fully about each
decision. Now they stop and think about the consequences,
good and bad. They think about the right thing to do.
Interactions and decisions are different.

“I think this report is excellent, and I feel very confident that

It works, it makes sure you consider all the
factors, it makes you view customers differently.

[the client] will love it. Sam, you have really grasped the
essence of what this work is all about – I am truly impressed"

I look at customer satisfaction scores, and they’re
getting stronger.
We’ve changed enormously.
But does everyone know?
Who: A media group
What: This business has hugely adapted its sales offering
…just as our readers trust us, we’ll trust you. And with

as it moves to multimedia. So the careers and opportunities
have changed too. They needed to share the current reality.

trust comes a deal, and our people know they need to
live up to that.
And their part of the deal includes…

How: First I interpreted an internal survey, then designed

More ideas and innovation
In this adult – adult, supportive but never directive

and ran focus groups. This enabled me to create connected
themes about what is most distinctive and valued about

culture, there is more onus on you. You’ll need to bring
some of your own motivation and momentum. You’ll
need to create your own challenges.

working there. I delivered a linked presentation that built to
the main conclusion. That then allowed a creative team to

We’ve got a track record of listening to ideas, and when

we hear great ideas we let people innovate and make
them happen. You can make things happen here.

develop a new EVP.
“I’m very, very pleased. I think this is the best you’ve done
for us.“

And that’s what we need from you, because…
You could be here for a long time
For all of the reasons stated before, this is a great place
to work. And that means that once people are here,

many of them recognise that they have found a place…
How engaged are our workforce?
And how can we improve?
Who: A GOCO
What: This organisation continues to change rapidly. It is
important to understand levels of engagement, so that they
can improve it and ensure staff can move with them.
How: Ahead of conducting qualitative focus groups, I used
my knowledge of Survey Monkey, Excel and statistics to
segment and report on the employee survey. I produced a
presentation with full notes.

“Sam, that all sounds too brilliant for words.”
“Thanks so much Sam you have been a star as ever.”

…But, it is the questions that would most challenge and stretch
any organisation – and which would point to a clear direction and
capability for the future: “The senior leaders inspire me to excel”
and “I get the chance to develop my specialist skills” - that we
see the least good scores.
How do we attract people if no-one
knows who we are?
Who: A not-for-profit, technology firm
What: This business is important but unknown, a problem
…janes-cupcakes.co.uk, with all the cost and

when they need to grow and commercialise.

inconvenience that goes with that. So, simply, they don’t
fail. Ever.

How: By designing and running focus groups and leader
interviews, I told the “story” of this business. This was used

So that’s why I’ve never heard of them then? Exactly.

So if they’re that successful, they must make pots of
money? Not exactly. They make money, but they’re a

by my client as the basis for communications to potential
candidates, and to explain change internally.
“I thought it all went really well and we'd be happy to work

not-for-profit business, specifically set up to serve this
public purpose of making .co.uk work. Any profit is reinvested in the UK web infrastructure via the XXXXXXX
Trust. It means that making an immediate profit isn’t the
only, or even the prime, consideration for XXXXXXX. And

together on future activities. It's good to have your input in

that buys them time. That time must then be used to make
considered decisions that turn a buck, but also add value

terms of the design of the research, and I had no qualms
about you representing us with the client. The feedback from

to everyone in the chain of selling, hosting and running
domains, making the internet safer and more accessible,
ensuring it is a force for good.

the sessions was all very positive.”

So they make good decisions, So what? It earns trust.

It keeps them independent. By finding the…
What do our values really mean?
Who: An insurance company
What: This insurer felt their culture was changing as they
grew. They wanted to make their values more current and
meaningful to how their employees work, and how they
aspire to work.
How: After reviewing work done internally, I designed a
focus group, to be run internally. Analysis of this enabled me
to create overall positive, negative and neutral themes. And
then to draft two versions of descriptors of the values and
associated behaviours.
“[The client is] very happy with our slide deck for the
workshop… Just to say again, thank you – this is a great
piece of work”
How can we best show all our
career opportunities?
Who: An FMCG
What: This organisation had lots of connected career
development tools and programmes, but they didn’t
feel connected.
How: Working to a pre-agreed concept, I made sense of
all of the tools, streamed them into a single narrative,
wrote complete notes and gave direction to the creative
team. They were then be able to continue independently.
“This is absolutely fantastic! It's exactly what
we need now - and exactly why I knew you'd
be perfect for this! Thank you so much.”
How will we bring our plan alive for staff?
And help them own it and keep it alive?
Who: An engineering manufacturer
What: With a new 10 year plan, the client needed to
communicate it quickly, so that delivery could start. But in a
time of change there had been much urgent
communication. The plan needed to be brought to life;
people needed to take responsibility for their part in it.
It needed to be kept front of mind for the months to come,
and to follow on from the best of the previous
communications. I developed a strategy to make that
happen, and to move it from an announcement to an
everyday experience.
“Thanks Sam. That’s a very considered piece of work … it
shows a lot of experience and common sense”
Can you make some sense of this?
Who: Various: FMCG/Local Authority
What: Simply, there’s a research or analysis need against a
There are differences between sales and marketing – so

deadline – but no in-house resource

we should appreciate this. Perhaps unsurprisingly,
salespeople need to be sold a personal opportunity,

How: I have in, in the first case, analysed and reported on
completed external research, finding key similarities and
differences when attracting sales and marketing

marketeers prefer to be influenced over time.
Marketing – more active: A longer-burn approach, using trade
media first , in editorial as well as recruitment sections
Sales – more passive: They can be approached more quickly,
using headhunters or direct approaches from XXXXX.

professionals. In the second case, I desk-researched a local
There is plenty of coverage of the current situation at XXXX.

authority to help prepare for a presentation.
“I would like to thank you once again for the work you
completed – it was great and the overall report of which it

But it is far from entirely negative. Indeed there appears to be
positive sentiment behind making a radical change, and
involving and engaging with social work professionals.

Questions remain about:
ability to change culture

working with the rest of the council

was a vital part was very well received.” “It was very well

effects of TUPEing

fewer agency/more permanent

received and I was impressed with the thorough insight that

especially on the website. Ideally that should be done using

There is plenty of opportunity to address all those questions,

the experience and voice of the employees at XXXX

you provided in a short space of time.”
And don’t forget…

I was the research member of the team that won
multiple* awards for the Asda Employer Brand

“Really powerful piece of work. Using research to portray a
compelling message which resulted on a huge impact on
retention. Very emotive; hugely inspirational.”

*CIPD Best Employer Brand + Grand Prix 2011
RAD Awards Best Employer Brand 2012
Credentials

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Credentials

  • 2. Core Skills • Qualitative and quantitative research • Summarising and simplifying complex information • Designing, conducting, analysing, reporting – all or some • Impactful writing and practical recommendations
  • 3. Why do graduates reject our offer? Who: An accountant / consultancy What: They need to improve the rate of acceptance of their offers to graduates How: I surveyed last year’s graduates, then interviewed them You have a great reputation amongst your target audience… The people we spoke to want to work for you for the best reasons. They admire you and what you can do for their career and their development. to establish why they might reject offers. I reported on the … but that reputation isn’t clearly separated themes and made four levels of recommendations for how You’re not seen as that different, so the small things count. they can mitigate against future rejections. “Really interesting insights, leading to some good discussions around improvements we can make as well as information we You need to show or address… Development – where can I go in, and from, XXXXXX? What have others achieved? Work-life balance – realistically, what will my life look like, and why might I make compromises? can share with the wider business. Both I and the team were impressed by how simple a project it was to deliver and how responsive, available and engaged you were. I’d have no hesitation recommending you and Monteath Consulting Being a cog – how do people like me feel, in such a large, faceless organisation? Flexibility – if I don’t get my choice, how can I find the next-best? And why are requirements different? An always-great experience – the personal touch counts. Candidates need to feel wanted, understood and helped to see to anyone” how they will fit and be accepted from first to last. … to maximise chances of converting every offer
  • 4. How can we change the profile – and the attitude - of our workforce? Who: A financial services business What: This long-established institution needs to What does the manager of tomorrow look like? We know commercialise to stay ahead of increased competition and that this is a critical role in the business – not least because it feeds your talent pipeline. Future managers must be leaders changing demand. as well as managers. They must be dynamic. Open to new ideas. Champions of change. Developers of talent. But in How: I designed and ran interviews, focus groups and a survey. I analysed the findings to identify the themes that were then taken on and developed into a complete employer order to attract and recruit the right talent, there needs to be absolute clarity around what good looks like. Now, how managers manage is inconsistent. As you evolve, managers will be critical to tipping the balance to a new way of working. The future manager will get things done through their brand. I also worked on a series of recommendations for people. They’ll be an influencer more than a doer. They’ll get to the root of problems, not just solve them today. They’ll managing the employer brand. introduce change and ensure its implementation. They’ll know their team’s and the company’s priorities, and will be an “Thanks Sam. Not just for the listening, but you’ve really ambassador for both. They’ll grant their team autonomy, and allow them to earn the right for more. At the same time, helped to shape the themes. Together, we’ve got something really compelling. I knew I could trust you!” they’ll always be available for support. They’ll promote and encourage new ideas and always factor in the experience of their teams and peers. The future manager will carefully, assuredly and systematically tip the balance.
  • 5. How can we get more diverse applicants? Who: A government department What: There’s little problem attracting white, straight, males. Executive Summary But what can be done to attract others? • XXXXXX is generally understood – and potentially attractive How: Following a survey of the target audience, I arranged and ran focus groups with the segments of most interest. • other differences are subtle • • executive summary and six actionable recommendations. “Thank you for all your hard work. The time and commitment you put in to this project came through loud and clear today. You need to work long hours, full-time and maybe move – that’s a problem for mothers I produced a comprehensive report, with a brief-but-detailed I presented those findings to the end client. Career stage is the main difference between groups – Some roles are understood, some superficially, and some not at all • The more time people have, the more they can understand for themselves • Roles are generally held to be open to all • There is risk. Most can accept, but some won’t • It’s a particular way of working – but the good balances out the not-so-good The client is delighted and I am thrilled that the presentation went so smoothly.” • Pay and other benefits are good, or at least acceptable • But they still won’t know enough to be confident and comfortable to apply…because to apply is already a big commitment
  • 6. We’re changing our culture. Is it working? Who: A bank What: There is a major culture-change initiative in ,,.sessions for the team managers, three hour sessions for the bank. They needed to establish if there is a case three days in a row. But I want to share and get people talking. I’ve given it lots of time, but it’s a good use of time, for further investment. you’ll get that time back. I believe I have inspired others. I asked whether the How: I created a telephone interview, then interviewed the people embedding the change. Reflecting on best practice, I formed overall themes of positives and challenges and made sessions were a good use of time, and we got 4s and 5s. This lot are honest and they’d tell you if it wasn’t! I’ve had good feedback, that it’s the right thing to do. If it was just about values it would just pass. But it’s the right thing to make the business a success. It’s the right thing for me, for recommendations to address these. I also created individual “impact stories” that helped the client justify their recommendation. customers. It helps people on the frontline. People have realised that sometimes they don’t think fully about each decision. Now they stop and think about the consequences, good and bad. They think about the right thing to do. Interactions and decisions are different. “I think this report is excellent, and I feel very confident that It works, it makes sure you consider all the factors, it makes you view customers differently. [the client] will love it. Sam, you have really grasped the essence of what this work is all about – I am truly impressed" I look at customer satisfaction scores, and they’re getting stronger.
  • 7. We’ve changed enormously. But does everyone know? Who: A media group What: This business has hugely adapted its sales offering …just as our readers trust us, we’ll trust you. And with as it moves to multimedia. So the careers and opportunities have changed too. They needed to share the current reality. trust comes a deal, and our people know they need to live up to that. And their part of the deal includes… How: First I interpreted an internal survey, then designed More ideas and innovation In this adult – adult, supportive but never directive and ran focus groups. This enabled me to create connected themes about what is most distinctive and valued about culture, there is more onus on you. You’ll need to bring some of your own motivation and momentum. You’ll need to create your own challenges. working there. I delivered a linked presentation that built to the main conclusion. That then allowed a creative team to We’ve got a track record of listening to ideas, and when we hear great ideas we let people innovate and make them happen. You can make things happen here. develop a new EVP. “I’m very, very pleased. I think this is the best you’ve done for us.“ And that’s what we need from you, because… You could be here for a long time For all of the reasons stated before, this is a great place to work. And that means that once people are here, many of them recognise that they have found a place…
  • 8. How engaged are our workforce? And how can we improve? Who: A GOCO What: This organisation continues to change rapidly. It is important to understand levels of engagement, so that they can improve it and ensure staff can move with them. How: Ahead of conducting qualitative focus groups, I used my knowledge of Survey Monkey, Excel and statistics to segment and report on the employee survey. I produced a presentation with full notes. “Sam, that all sounds too brilliant for words.” “Thanks so much Sam you have been a star as ever.” …But, it is the questions that would most challenge and stretch any organisation – and which would point to a clear direction and capability for the future: “The senior leaders inspire me to excel” and “I get the chance to develop my specialist skills” - that we see the least good scores.
  • 9. How do we attract people if no-one knows who we are? Who: A not-for-profit, technology firm What: This business is important but unknown, a problem …janes-cupcakes.co.uk, with all the cost and when they need to grow and commercialise. inconvenience that goes with that. So, simply, they don’t fail. Ever. How: By designing and running focus groups and leader interviews, I told the “story” of this business. This was used So that’s why I’ve never heard of them then? Exactly. So if they’re that successful, they must make pots of money? Not exactly. They make money, but they’re a by my client as the basis for communications to potential candidates, and to explain change internally. “I thought it all went really well and we'd be happy to work not-for-profit business, specifically set up to serve this public purpose of making .co.uk work. Any profit is reinvested in the UK web infrastructure via the XXXXXXX Trust. It means that making an immediate profit isn’t the only, or even the prime, consideration for XXXXXXX. And together on future activities. It's good to have your input in that buys them time. That time must then be used to make considered decisions that turn a buck, but also add value terms of the design of the research, and I had no qualms about you representing us with the client. The feedback from to everyone in the chain of selling, hosting and running domains, making the internet safer and more accessible, ensuring it is a force for good. the sessions was all very positive.” So they make good decisions, So what? It earns trust. It keeps them independent. By finding the…
  • 10. What do our values really mean? Who: An insurance company What: This insurer felt their culture was changing as they grew. They wanted to make their values more current and meaningful to how their employees work, and how they aspire to work. How: After reviewing work done internally, I designed a focus group, to be run internally. Analysis of this enabled me to create overall positive, negative and neutral themes. And then to draft two versions of descriptors of the values and associated behaviours. “[The client is] very happy with our slide deck for the workshop… Just to say again, thank you – this is a great piece of work”
  • 11. How can we best show all our career opportunities? Who: An FMCG What: This organisation had lots of connected career development tools and programmes, but they didn’t feel connected. How: Working to a pre-agreed concept, I made sense of all of the tools, streamed them into a single narrative, wrote complete notes and gave direction to the creative team. They were then be able to continue independently. “This is absolutely fantastic! It's exactly what we need now - and exactly why I knew you'd be perfect for this! Thank you so much.”
  • 12. How will we bring our plan alive for staff? And help them own it and keep it alive? Who: An engineering manufacturer What: With a new 10 year plan, the client needed to communicate it quickly, so that delivery could start. But in a time of change there had been much urgent communication. The plan needed to be brought to life; people needed to take responsibility for their part in it. It needed to be kept front of mind for the months to come, and to follow on from the best of the previous communications. I developed a strategy to make that happen, and to move it from an announcement to an everyday experience. “Thanks Sam. That’s a very considered piece of work … it shows a lot of experience and common sense”
  • 13. Can you make some sense of this? Who: Various: FMCG/Local Authority What: Simply, there’s a research or analysis need against a There are differences between sales and marketing – so deadline – but no in-house resource we should appreciate this. Perhaps unsurprisingly, salespeople need to be sold a personal opportunity, How: I have in, in the first case, analysed and reported on completed external research, finding key similarities and differences when attracting sales and marketing marketeers prefer to be influenced over time. Marketing – more active: A longer-burn approach, using trade media first , in editorial as well as recruitment sections Sales – more passive: They can be approached more quickly, using headhunters or direct approaches from XXXXX. professionals. In the second case, I desk-researched a local There is plenty of coverage of the current situation at XXXX. authority to help prepare for a presentation. “I would like to thank you once again for the work you completed – it was great and the overall report of which it But it is far from entirely negative. Indeed there appears to be positive sentiment behind making a radical change, and involving and engaging with social work professionals. Questions remain about: ability to change culture working with the rest of the council was a vital part was very well received.” “It was very well effects of TUPEing fewer agency/more permanent received and I was impressed with the thorough insight that especially on the website. Ideally that should be done using There is plenty of opportunity to address all those questions, the experience and voice of the employees at XXXX you provided in a short space of time.”
  • 14. And don’t forget… I was the research member of the team that won multiple* awards for the Asda Employer Brand “Really powerful piece of work. Using research to portray a compelling message which resulted on a huge impact on retention. Very emotive; hugely inspirational.” *CIPD Best Employer Brand + Grand Prix 2011 RAD Awards Best Employer Brand 2012