Summary

  • Change needs clarity – defining roles and behaviours upfront is essential for successful transformation.
  • Belbin builds alignment – using Belbin tools helped match people to roles and foster collaboration.
  • Culture shift takes teamwork – moving from a results-driven mindset to a people-focused approach required new behaviours.
  • Practical tools deliver impact – coaching, team reports and interactive activities accelerated adoption.
  • Results speak volumes – Improved engagement, reduced turnover and better client retention followed within six months.
Belbin Within Your Organisation 2024

The challenge

In 2015, Chile’s economy shifted. New social and economic policies meant the banking sector had to rethink its approach. Gone were the days of low-cost strategies and pure results focus. Clients now chose banks for service quality and standards.

One bank, with European roots and a strong Latin American presence, decided to act. They launched a five-year vision: “Being the bank of the people and our employees.”

But a cultural shift of this scale needed more than words. It required the right people in the right roles.

The solution

Momentum Consulting recommended Belbin as the cornerstone of change. Why? Because when organisations change, teams must change too.

A coalition was formed: the Network Manager and six Regional Managers. Their first task? Define key roles – including Change Manager – using the Belbin Job Requirements Inventory. Belbin Job reports helped shape these profiles, ensuring they were fit for purpose.

Previously, the culture favoured Shapers, Implementers and Completer Finishers – all about results and process. This time, the focus shifted to behaviours that foster collaboration and adaptability.


The programme included:

Within three months, the change coalition – now 200 strong – spoke the language of Belbin.

Co-ordinators aligned actions, Resource Investigators spotted new opportunities, and Teamworkers gained recognition for creating harmony.

The results

After six months:

  • One-third of subsidiaries had adopted the methodology
  • Employee engagement and service quality scores improved
  • Labour turnover and client loss dropped significantly

Belbin didn’t just help manage change. It made change happen.

 

Collaborative Problem Solving

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