Ownership Culture Planning: Employee Retreat Design

Wiley|Wilson is a multi-disciplined architectural, engineering, and planning firm serving a solid base of industrial, commercial, and government clients. Its services range from architecture to design-build to energy audits to power systems and water resources engineering. The firm focuses on reliability, quality and responsiveness to clients in all their work. Headquartered in Lynchburg, Virginia, the firm also has offices in Richmond, Alexandria, and Atlanta.

Number of Employees: 
175
Client Since: 
2011
Services Delivered: 
  • Ownership Culture
  • ESOP Communications

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Wiley|Wilson is a multi-disciplined architectural, engineering, and planning firm serving a solid base of industrial, commercial, and government clients. Its services range from architecture to design-build to energy audits to power systems and water resources engineering. The firm focuses on reliability, quality and responsiveness to clients in all their work. Headquartered in Lynchburg, Virginia, the firm also has offices in Richmond, Alexandria, and Atlanta.

Goals of Engagement

  • Engage employees in defining ownership behaviors.
  • Assess employee attitudes toward the ESOP and employee ownership.
  • Gather employee input on what the company should do to support ownership behaviors.
  • Facilitate a process that models collaboration and high employee participation.

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The Result

  • Nearly 100 employees (over half the company) volunteered to attend the two-day retreat.
  • Employee identification of priority areas for company action including renewing core values, knowledge sharing between sites and projects, developing a stronger culture of appreciation, and increasing company communication.
  • Developing new corporate core values through a task force consisting of a diagonal cross-section of the company; the task force’s primary role was to gather input from all the departments and sites and consolidate the suggestions into a final document.
  • Investing in professional development and formal leadership development training for middle management.
  • Creating an Intranet site using SharePoint, with content primarily driven by employees. Features include daily updated announcements, longer news items that might feature a project or an ESOP event and an Ownership Page including a message board, ESOP information and ESOP committee updates.
  • Fostering greater connection between offices and departments.
  • Creating momentum for the executive team to ask for more employee input on a wide range of issues. For instance, project managers played a larger role in contributing to the new strategic plan.
  • Company-wide employee retreats are becoming an annual tradition for the company; the firm is currently planning its next ownership retreat.

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