Case Study

Improving Succession Readiness Through Leadership Assessment

Discover how a leading Iberian technology and healthcare organization partnered with Boyden to evaluate its leadership pipeline, assess cultural alignment, and identify succession‑ready talent. This case study highlights a comprehensive two‑phase assessment process, competency modeling, cultural diagnostics, and strategic insights delivered to the CEO.

By Katia Pina, Ph.D.

The Client

Our client is an Iberian company specializing in innovative technology solutions across the healthcare, pharmaceuticals, and information technology sectors. With over 1,300 employees and annual revenues exceeding $133 million, the organization operates at the intersection of complex industries where both technical expertise and leadership capability are critical to sustained performance.

The Challenge

Following a recent leadership transition and a period of ongoing turnover, the CEO recognized an urgent need to assess the organization’s leadership pipeline. The priority was to identify prominent leaders and evaluate succession readiness at the first- and second-line management levels. Beyond individual capability, the company’s evolution through inorganic growth made it equally important to assess whether leadership profiles were aligned with future strategic demands — and whether cultural values were coherent across the entire team.

The Solution

Boyden's Leadership Consulting team designed a structured, two-phase assessment process. The engagement began with workshops to define the target leadership profile and articulate the cultural values aligned with the CEO's strategic vision. From this foundation, Boyden co-created a bespoke leadership competency model.

Assessments were then conducted in sequential phases — first with Directors, then with Managers — each incorporating competency-based interviews (3 hours), psychometric evaluation covering preferences, motivations, decision-making style, and business-cycle alignment, background analysis, and an evaluation of current versus desired cultural values. Each leader received a tailored individual feedback session alongside a personalised development recommendation and Individual Development Plan (IDP).

The Results

The process engaged 19 Directors and 42 Managers across the organization. Boyden delivered a comprehensive leadership competency mapping, identified individual strengths and development priorities, produced a diagnosis of current and desired culture, and built a successor directory for each assessed leader. The CEO also received detailed, targeted responses to specific inquiries on risk appetite, innovation orientation, and key talent identification.

The Impact

Boyden equipped the CEO with a rigorous, evidence-based view of the leadership pipeline — providing the foundation for informed succession decisions, targeted development investment, and cultural alignment across a rapidly evolving organization.

About the Author

Katia Pina, Ph.D.
Katia Pina, Ph.D.
Partner, Leadership Consulting, Portugal

Katia brings close to two decades of international experience in leadership consulting, specialising in executive assessment, leadership development, team effectiveness and succession planning. She works closely with Boards, CEOs and senior executives, helping organisations navigate transformation, strengthen leadership capability and build stronger collective leadership performance in complex and fast-evolving environments. With a background spanning consulting, academia and human capital advisory, Katia combines strategic insight with a practical, evidence-based approach to leadership, organisational effectiveness and transformation.

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