Financial Services
Culture by Design, Not by Default
Your culture isn’t failing—it’s following the beliefs that built it. The real question: Are those beliefs fueling success or holding you back? At The Pacific Institute, we don’t just shift behaviors—we transform the mindset behind them. It’s time to align leadership, unify teams, and build a culture that drives results. Change starts now.
Teams fighting teams
High turnover
Mental glass ceilings
Resistance to change
Choose the Transformation That Fits Your Organization
1
EXECUTIVE TEAM CATALYST
What Is It & Who Is It For?
A half-day executive team session designed to surface and resolve critical misalignment around strategic decisions, challenging team dynamics, organizational structure, or underperforming business units. Led by a seasoned TPI consultant with executive leadership experience, this session provides a structured, objective environment to move teams from conflict to commitment.
Why Is It Needed?
When executive teams are stuck, so is the business. Unresolved tensions slow execution, weaken culture, and create uncertainty. This session puts every truth on the table in a psychologically safe way, clarifies the current reality, and provides a clear framework to move forward—so alignment drives action, not delay.
What Do You Get?
- Expert facilitation by a TPI consultant with hands-on executive experience
- A structured, objective process to surface disagreements and create clarity
- Identification of behavior and alignment gaps that impact business performance
- A clear, shared picture of how to align the team around key decisions
- Commitment to next steps, even if full agreement isn’t possible
- A Culture Gap Summary Report with insights and action recommendations
2
CULTURAL INSIGHTS PACKAGE
What Is It & Who Is It For?
A one-day, high-impact workshop designed for leadership teams looking to define a shared cultural vision and drive meaningful transformation. This program, developed in partnership with The Pacific Institute (TPI) and Human Synergistics (HSI), integrates research-backed assessments and expert facilitation to align leaders around an ideal culture and equip them with the mindset to sustain it.
Why Is It Needed?
Culture doesn’t happen by accident—it’s either intentionally shaped or passively formed. When leadership isn’t aligned on cultural priorities, expectations, and behaviors, progress stalls. This workshop ensures that leaders define their ideal culture, understand their leadership impact, and commit to real change.
What Do You Get?
- Pre-Workshop Assessments – Participants complete the Organizational Culture Inventory (OCI®) Ideal and Life Styles Inventory (LSI 1®) to assess leadership mindsets and cultural aspirations.
- Defining the Ideal Culture – Leaders analyze their OCI Ideal results, establish cultural priorities, and create a roadmap for cultural transformation.
- Leadership Mindset & Impact – A deep dive into LSI 1 results to uncover strengths, barriers, and the leadership shifts needed to align with the desired culture.
- Action Planning & Alignment – Leaders commit to tangible next steps to support long-term cultural change.
3
THOUGHT PATTERNS FOR HIGH PERFORMANCE 5.0®
What Is It & Who Is It For?
A two-day, in-person workshop designed for teams looking to unlock higher performance, strengthen self-leadership, and reshape limiting beliefs. Built on proven cognitive science and real-world application, this experience equips up to 15 participants with the mindset and tools needed to thrive in today’s fast-paced environment.
Why Is It Needed?
Performance isn’t just about skills and strategy—it’s about mindset. When outdated thought patterns and self-imposed limitations hold leaders back, decision-making suffers, adaptability slows, and potential goes untapped. This workshop reframes thinking, builds resilience, and instills a mindset for long-term success.
What Do You Get?
- Two-day, in-person workshop for up to 15 participants
- Interactive learning experiences that challenge and reshape thinking patterns
- Tools and strategies to enhance resilience, adaptability, and goal achievement
- Practical applications to embed learning into daily leadership and organizational culture
4
CULTURAL FOUNDATIONS PACKAGE
What Is It & Who Is It For?
A structured, data-driven approach for organizations ready to align leadership, reshape mindsets, and build a high-performance culture. This program provides executive teams with the insights, tools, and coaching needed to drive meaningful, lasting cultural transformation.
Why Is It Needed?
Culture isn’t just what happens—it’s what you intentionally create. Without leadership alignment and the right mindset, even the best strategies fall short. This package measures cultural gaps, develops leadership effectiveness, and provides a clear roadmap to embed lasting change.
What Do You Get?
- Thought Patterns for High Performance® (TP5.0) Workshop – Shift mindsets and unlock leadership potential.
- Organizational Culture Inventory Ideal® (OCI) & Leadership Impact® (LSI) Assessments – Measure current culture and leadership effectiveness.
- Executive Debrief & Strategy Session – Align leadership on key insights and define next steps.
- Coaching & Reinforcement – Ongoing support to sustain cultural transformation.
5
CULTURAL TRANSFORMATION PACKAGE
What Is It & Who Is It For?
A comprehensive, multi-phase program designed for organizations committed to aligning leadership, strengthening culture, and driving long-term transformation. This structured approach provides the insights, coaching, and leadership development needed to create a high-performance culture that lasts.
Why Is It Needed?
Culture isn’t a quick fix—it’s an ongoing, strategic effort. Without leadership alignment and the right structure, transformation efforts stall, engagement weakens, and business performance suffers. This package delivers a full-scale culture assessment, executive development, and continuous coaching to ensure lasting change.
What Do You Get?
- Cultural Foundations Package (CFP) + TP5.0 – Aligns leadership mindset and cultural foundations.
- Executive Team Cohesiveness Workshop – Builds trust, collaboration, and decision-making effectiveness.
- Organizational Culture Inventory (OCI) & Organizational Effectiveness Inventory (OEI) – Full-company culture assessment with data-driven insights.
- Vision & Values Workshop – Defines a clear organizational vision and core values.
- Annual Leadership Coaching Package – Ongoing coaching to reinforce transformation and sustain results.
Industry doesn’t matter. results do.
36%
Increase in revenue for Manufacturers
$250M
Reduction in costs for Oil & Gas
$3M
Increase in revenue for Municipalities
45%
Increase in net profit for Banking
