Leadership planning becomes 33% more effective (in weeks, not quarters)

Gatewood Wealth, a leading wealth management firm in St. Louis, had ambitious goals but no shared system for achieving them. Siloed teams were colliding, resource gaps were invisible, and leadership was setting targets no one could realistically hit. Sketch implemented a lightweight PDCA operating rhythm that made the work (and the problems) visible for the first time. 
case study setup
Situation

Big goals, no shared system

Gatewood was growing fast. Its senior leadership team, which spanned several departments, had ambitious goals. What they didn't have was a way to break those goals into manageable tasks, coordinate across teams, track progress, or manage blockers.

Each department operated largely in its own lane. The leaders were ambitious, but didn't have visibility into who was doing what, or who was waiting on whom. This made it hard to execute plans without missing deadlines.

Challenge

Siloed teams, invisible constraints, unrealistic plans

case study challenge

The leadership team was facing three compounding problems:

1. Unrealistic goal setting at the top

Senior leadership was setting quarterly and annual goals without a clear picture of capacity. Targets were aspirational rather than grounded in what the team could actually deliver.

2. Siloed execution

Departments like marketing and technology were interdependent — one team's work routinely created or blocked work for another — but there was no forum for surfacing those dependencies. Teams were getting in each other's way without realizing it. 

3. No operating cadence

Without a shared rhythm for planning and accountability, blockers surfaced too late, coordination happened reactively, and no one had a clear view of overall organizational progress. 

Sound familiar?

Schedule a free call

Enter Sketch

Solution

A PDCA operating rhythm, built for leadership

case study solution

Sketch introduced a structured Plan-Do-Check-Act (PDCA) cycle at the senior leadership level, using two-week iterations to create the cadence of accountability the organization was missing.

background scribble 3

Two-week sprints with OKR-based goals

Large annual and quarterly objectives were translated into sprint-sized chunks using an OKR framework.

 

Instead of pursuing year-long initiatives in parallel, leaders committed to specific, achievable outcomes each sprint — making it easy to check progress and course-correct. 

Weekly leadership huddles on a three-question format

Team and department leaders huddled around three questions:

  1. What's your most critical task?

  2. What's in your way?

  3. What does the team need to know? 

Meetings stay short, keep everyone informed, and surface blockers.

A Kanban board in Jira to visualize cross-team work

Sketch set up a shared Kanban board that gave leadership a single view of in-flight work across departments. For the first time, the organization could see (rather than infer) where dependencies existed, where work was piling up, and where capacity was thin. 

case study results
Results

Work (and problems) are visible

There was immediate impact within the first sprint. The team wasn't solving their problems yet, but they were surfacing them.

Less than six months later, the team had gone from only honoring 6 out of 10 commitments to 8 out of 10 commitments. 

Resource constraints became obvious

The OKR framework and shared Jira board revealed, for the first time, exactly where the organization was under-resourced. Leadership stopped guessing about where to hire

What our Clients Are Saying

People are now aware of how their actions are affecting their teammates. It's hyper-exposing our resource constraints, too, which is good because no one knew where to hire. Now it's super obvious.

Aaron Tuttle

CEO at Gatewood Wealth