Client results · Newcastle & Australia-wide

Real results for real organisations

Leadership programs, team resets, capability uplift and mentoring, designed around each organisation’s people and goals. Here’s what changed for some of the organisations and professionals I’ve worked with.

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Jacky Morgan facilitating a team development workshop at a whiteboard
  • 2,000 leadersCoached since 2011, in person and online
  • 90%Of leadership capabilities improved in one program
  • 14 reviewsAll five stars on Google, from leaders and professionals
  • 25+ yearsCorporate experience in banking, insurance & retail
Case studies

How organisations have worked with me

Insurance · Newcastle & South Africa · Leadership coaching

Pacific International Insurance: Coaching Development Program

A global insurer with a Newcastle office and 70+ employees in Australia, building leaders’ capability after a period of significant change.

The challenge

After several businesses merged and many systems and processes were integrated, the COO wanted to strengthen leaders’ change capability, relationships and ability to hold critical conversations. Discovery sessions identified three focus areas: leading change, giving feedback up and down, and using coaching to improve performance.

What I delivered

A customised four-month pilot program for nine senior leaders from Australia and South Africa, across Sales, Service, Claims, Operations, IT, Risk, Legal and HR. It included a kick-off, a coaching capability framework with before-and-after self-review, 1:1 coaching for personal development plans, 2.5-hour skills workshops, an on-the-job toolkit and an outcomes report.

The result

Leaders improved in 90% of the capabilities assessed. Participants valued practising with colleagues, and reported better team engagement, productivity and role satisfaction, alongside stronger operational outcomes.

  • 90%of capabilities improved
  • 46%making coaching happen
  • 39%demonstrating care
  • 33%questioning collaboratively
  • 28%setting goals with clarity

Improvement measured by pre- and post-program self-assessment.

“The program delivered a tailored, interactive, and highly impactful learning experience for our leaders.”
Fiona McKenseyHead of People & Culture, Pacific International Insurance

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Financial services · Australia-wide · Program design & facilitation

AFCA: Mentoring Circles program

The Australian Financial Complaints Authority partnered with Jacky for six months to build and implement a Mentoring Circles program, with face-to-face launches in Sydney and Melbourne.

The challenge

AFCA wanted a mentoring approach that would grow capability and connection across its Sydney and Melbourne teams, and keep delivering value well beyond launch.

What I delivered

A program strategy, capability framework and matching methodology, training webinars for mentors and mentees, face-to-face launches in Melbourne and Sydney, an online closing event, and briefing packs and playbooks for every circle.

The result

A sustainable, impactful program that brought 58 people together across five mentoring circles, with training and launch events that were engaging and very well received.

  • 6months partnership
  • 10mentors
  • 48mentees
  • 5mentoring circles
“We recently partnered with Jacky to design and deliver a Mentoring Circles program at AFCA, and she was fantastic to work with. Jacky brought deep expertise, fresh ideas, and a collaborative approach that helped us build a sustainable, impactful program. Her facilitation of the training and launch events was engaging and incredibly well received.”
Allison SerraoSenior Manager, Culture & Capability, AFCA

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Community services · Newcastle & Hunter · Consulting & workshops

Mosaic Multicultural Connections: Capability Uplift Program

Supporting culturally diverse communities for 40+ years across Newcastle, the Hunter, Lake Macquarie, the Central Coast, New England and the North West, with 100+ employees.

The challenge

Mosaic wanted to lift the capability of key employees. Early thinking focused on skills training, but 15+ stakeholder conversations uncovered the real causes: unclear roles and expectations, inconsistent access to systems, infrequent communication and limited knowledge of the organisation’s services and processes.

What I delivered

A review of processes, procedures and tools, with a report and recommendations for the leadership team. Then six custom workshops across business units to co-create customer service principles, build a Responsibilities Matrix, co-design training with subject matter experts and develop practical “how to” guides.

The result

Greater clarity on roles, priorities and stakeholder needs, better access to the knowledge people needed, and more open sharing of information between teams, with regular feedback sessions planned.

“Working with Jacky has allowed us to realign as a team, and ensure our systems and processes are supporting our team to focus on what we do best: supporting our communities. There is just something about working with Jacky. She has a way of creating a safe space to help people unpack their roadblocks and move forward constructively. She brings smiles to people’s faces.”
Andrew TuckExecutive Officer, Mosaic Multicultural Connections

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Education · Newcastle · Team development

The Learning Bar: Team Reset & Strategic Offsite

A Newcastle organisation that designs assessment frameworks for children’s wellbeing and learning outcomes.

The challenge

After a period of growth, new people and several product launches, the team was juggling competing priorities. Leaders wanted people to work better together, use the same tools and processes, draw on each other’s strengths and feel comfortable to speak up and ask for what they needed.

What I delivered

A half-day Team Reset workshop to clarify roles, deliverables, measures of success, customer needs and psychological safety. Then a two-day strategic offsite using HBDI to explore thinking and communication styles, with each person creating a personal User Guide and the team building a high-performance action plan.

The result

People feel comfortable asking for information, projects are planned and aligned, everyone knows which tools to use, team members step up to cover for each other, and the culture is more collaborative.

“6 months on, we can still see the payoffs.”
Allison BlancoManaging Director, The Learning Bar

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Individual results

What coaching clients say

★★★★★
“I landed a fabulous role after getting really focussed on what matters to me and reframing my skills and capabilities.”
Katarina FarrellStrategic Communications & PR
★★★★★
“She provided me tools, mindset changes and assisted me in gaining confidence to chase my career related goals.”
Hayley ArmatageCommercial Relationship Manager
★★★★★
“Jacky Morgan is a coach who is very good at helping focus wide, general goals into clear action plans that make sense.”
John BurfittJBMedia
Questions

Working together

What kinds of organisations does Jacky work with?

Jacky works with corporate and private sector organisations, publicly listed companies, not-for-profits and industry associations, including insurance, financial services, community services and education. Clients include Pacific International Insurance, AFCA, Mosaic Multicultural Connections and The Learning Bar.

How do you measure results?

Every program starts with a discovery process to agree what success looks like. Depending on the program, results are measured with before-and-after capability assessments, participant feedback and an outcomes report for leaders.

Can a program be tailored to our organisation?

Yes. Each case study on this page was designed around the organisation’s goals, people and context, after discovery conversations with leaders and stakeholders.

Want results like these for your team?

Let’s talk about your people, your goals and where to start.

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