A top-performing credit union reached a pivotal moment. Growth had expanded its project portfolio, but leadership saw warning signs: throughput was slowing, business and IT weren’t always aligned, and executives lacked visibility into progress and risks.
What should have been a strength—their healthy, collaborative culture—was at risk of strain without a more effective way to deliver strategic initiatives.
Through a comprehensive discovery process, including 80+ stakeholder surveys and 25 interviews, we identified three critical barriers:
Taken together, these issues limited the credit union’s ability to keep pace with strategic goals and member expectations.
We worked alongside the credit union to reshape how projects were delivered, balancing quick wins with sustainable change:
Quick Wins
We launched a cross-functional pilot team with a transparent backlog, completing work in weeks that had been stalled for years. Executives and business leaders gained clear visibility, seeing progress every two weeks and giving real-time feedback.
Scaling the Model
With early success proven, four additional agile value stream teams were launched. Each had a C-suite sponsor, dedicated coaching, and clear KPIs, with regular reporting to leadership.
Long-Term Sustainability
We helped the organization establish a Value Delivery Office (VDO) supporting both Agile and traditional delivery models. By placing the VDO under the COO, we strengthened the connection between strategy and execution. Through ongoing coaching, quarterly impact reporting, and structured cross-stream collaboration, we embedded accountability and ensured the results would last.
PMI, Pulse of the Profession, 2023
The transformation produced faster, clearer delivery and stronger engagement across the organization:
A deployment is going on Wednesday. In the past, it would have been grouped in with everything else and delivered a year from now.
We know exactly what is on the backlog and why things are prioritized the way they are. We know more about projects now than we ever did before.
I love being included in the demos. Now I know exactly what is being worked on, without having to guess whether it impacts me.
At Persimmon, we believe that successful transformation isn’t about adopting the latest methodology—it’s about designing an approach that truly fits your organization’s culture, goals, and ways of working. We don’t push one-size-fits-all frameworks. Instead, we work alongside our clients to create practical, high-impact solutions that drive measurable results.
For this credit union, that meant evolving their PMO into a Value Delivery Office that aligned business and IT teams, streamlined decision-making, and improved project prioritization. By focusing on value streams and integrated teams, we helped them break down silos and accelerate delivery—without sacrificing strategic oversight.
Our expertise lies in bridging the gap between strategy and execution, ensuring that every project delivers real, lasting value. That’s why organizations trust Persimmon to transform the way they plan, prioritize, and execute their most important initiatives.
We can help.
See how we help organizations achieve meaningful, lasting results.
