Case Study

6
Evidence + Strategy + Growth

Joining Through Crisis — How One Healthcare Partner Kept Engagement in the High Nineties

During a season when many healthcare organizations were unraveling under instability, moral injury, and turnover, Wills& Martin helped a long‑standing healthcare partner turn crisis into cohesion, achieving employee engagement and manager effectiveness scores in the high nineties. This work exemplifies Wills& Martin’s commitment to people‑first strategic business consulting, blending deep organizational psychology, legal and policy fluency, and data‑driven insight to help leaders “see what they could never see themselves.”

​The Challenge

At the height of the COVID‑19 pandemic, the client was experiencing:

  • Surging demand, policy confusion, and overwhelming emotional and moral stress across clinical and non‑clinical staff.
  • ​Rising fears about personal health, finances, caregiving, and grief, with leadership tempted to default to top‑down, metric‑only management.
  • ​Hidden fractures in culture and trust, mirroring sector‑wide cracks in healthcare systems—poverty, racism, isolation, and unequal access to care.

​At the same time, Wills & Martin’s own internal team was living through the same uncertainty, choosing to use its culture as a live laboratory for the kind of humane, whole‑health leadership it advocates for clients.

Strategic Approach: From Instability to Intentional Design

Wills & Martin engaged with this partner using a trans‑disciplinary, PhD‑based approach that combined organizational psychology, strategy, operations, and law with a whole‑person understanding of health.

Key moves included:

Temperature Checks & Narrative Listening (Organizational Psychology + Strategic Consulting)

  • Conducted structured “temperature checks” and qualitative interviews to uncover what was really happening in teams, pairing numbers with narrative so leaders could make smart, informed decisions that resonate.
  • ​Centered lived stories of fear, loss, privilege, and vulnerability, normalizing emotional honesty and creating psychological safety as a cultural norm rather than a perk.

​Reframing Care as Relational, Not Transactional (People‑First Philosophy)

  • Helped leaders adopt a whole‑health lens—physical, mental, emotional, spiritual, and social—treating staff as whole people, not just role holders.
  • ​Designed rhythms of check‑ins, flexible arrangements, and explicit permission to name limits, aligning with Wills &Martin’s people‑first advisory model.

​Distributed Leadership & Change Management (Strategy, HR, and Team Development)

  • Shifted the organization away from a single‑expert model toward distributed leadership, affirming that wisdom and responsibility sit across the system.
  • ​Equipped managers to listen deeply, ask better questions, and adapt expectations for their specific teams, embodying Wills & Martin’s core capabilities in HR team development, organizational transformation, and executive coaching.

Turning Cracks Into Light (Data, Insight, and Culture Work)

  • Used breakdowns—miscommunications, stress points, failed experiments—as data, not indictment, echoing the firm’s belief that “there is a crack in everything, that’s how the light gets in.”
  • Integrated these insights into strategic planning, program design, and growth strategy, aligning culture work with operational and strategic execution rather than treating it as a side project.

​Capabilities Applied

This engagement brought multiple Wills &Martin capabilities into a single, coherent arc of work:

​Strategic Business Consulting & Vision Execution

  • Clarified a shared, purpose‑driven narrative for the crisis, connecting day‑to‑day decisions to a long‑view strategy for whole‑health, equitable care.
  • ​Supported leaders in moving from reactive incident management to intentional, values‑anchored decision‑making that could withstand ongoing volatility.

Organizational Psychology & Team Development

  • Applied organizational psychology methods to design high‑trust team environments and coach managers in real time.
  • ​Used stay‑interview style conversations and “temperature checks” to surface retention risks and redesign how leaders recognize, develop, and retain talent.

Data‑Driven Insight & Program/Change Management

  • Paired pulse‑survey data with qualitative stories to track engagement, manager effectiveness, and cultural health over time.
  • ​Translated insight into coordinated changes in policies, communication, and team norms, leveraging Wills & Martin’s strength in program implementation and project management.

Legal, Policy, and Communication Savvy

  • Helped leaders communicate clearly and ethically amid shifting regulations and public scrutiny, drawing on Wills &Martin’s blended expertise in law, policy advocacy, and corporate communications.
  • ​Ensured that changes in practice and messaging honored both regulatory realities and the lived experience of staff and patients.

Results: High‑Nineties Engagement in a Low‑Trust Era

Over time, this integrated approach produced outcomes that contrasted sharply with sector‑wide trends.

  • Employee engagement scores rose into the high nineties, at a moment when many healthcare organizations were seeing disengagement, burnout, and resignations.
  • ​Manager effectiveness also reached the high nineties, with staff naming psychological safety, responsiveness, and “someone on the other end of the line who answers and cares” as key drivers.
  • ​The organization experienced strong retention and deepened commitment, even as peers in the sector were losing people and trust at alarming rates.

This case now serves as a living example of Wills & Martin’s tagline—Listen. Data. Empathy. Vision. Action.—demonstrating how a PhD‑based, trans‑disciplinary, people‑first approach can convert profound instability into durable engagement, trust, and performance.