Case Study: Ensuring All Levels of Staff Find Common Ground

Getting your staff up to the same level of knowledge can be challenging.

One of the UK’s fastest growing investing companies decided they wanted to offer formal staff training. Traditionally, having started off as a small team, juniors were taught on the job. However, after five years, the firm had grown dramatically, and new hires were struggling to speak the same language as senior investors.

Our Solution

To ensure all team members had a similar grounding in accounting, modeling, and valuation, staff were given the option to attend regular classes. Each course was 3 days long, with 9 programs offered per year. Suddenly, all levels of staff were able to meet on common ground.

Due to the fact some participants had advanced knowledge of a specific subject area, such as acquisition accounting, but little understanding of the basics, the decision was made to mix classes. This meant everyone learned the same skills with no assumed prior knowledge.

The Result

The program has now been running for over four years, having since widened to include all teams such as finance and sales. The training has resulted in senior participants being able to translate the learning into company specific case studies, bringing the teaching to life in a meaningful way. This underlines the importance of the classes to juniors, meaning commitment is 700% from the start.