Situation
The client was responsible for leading the performance review rhythm for the Chief Commercial Officer of a Fortune 100 company. This included managing more than 80 recurring meetings per month across global regions.
The process was highly manual—meeting invites were sent individually, compliance with insider trading lists was tracked manually, and review content lacked synthesis. Regional teams spent significant time preparing for meetings, often duplicating work and surfacing low-value data.
The fragmented setup drained executive time, created bottlenecks in decision-making, and slowed down business operations. The client needed to streamline the end-to-end performance review cycle—reducing prep time, automating workflows with AI, and elevating the quality and actionability of insights
Action
Keenan Reid placed a fractional operating model specialist to streamline executive decision-making and reduce friction in how information flowed across the organization. The goal: fewer meetings, smarter workflows, and better use of everyone’s time.
To do this, the consultant:
- Redesigned the performance rhythm—shifting from country-level to region-level reviews and replacing many live meetings with structured written updates.
- Introduced role-based participation—ensuring only essential attendees joined live, while others accessed materials asynchronously.
- Set up a new information-sharing model—with automated access to recordings and summaries so key stakeholders stayed informed without being in the room.
- Built automated workflows for scheduling, agenda-setting, and follow-ups—cutting down the time and effort needed to run each review.
- Simplified the decision-making chain—by escalating key decisions to senior leaders earlier in the process.
Results
The new system cut down approximately 80% of performance prep meetings and reduced executive time spent on reviews by 70%. Decision-making became faster and more focused, with fewer layers of approval required. A centralized hub was also introduced, becoming the go-to source for performance data and meeting outputs across global teams.
The client praised the consultant’s work, noting significant time savings, clearer insights, and a more strategic use of leadership bandwidth.
“Working with KRS has added a ton of value to my team. She came into our team with little background and within a month helped transform our organization. I appreciated her ability to think strategically and simultaneously pilot and execute on the strategy. Her work enabled our sales team to save thousands of hours of time from her process improvements and automations.”
