Case Study: Operational Partnership with Hatwell Group
Updated: Mar 31
Client Overview
Hatwell Group is a global talent development, executive coaching, and training firm specialising in financial services, banking, private equity and investment management. With offices in London and New York, Hatwell works with C‑Suite leaders, senior teams, and high‑potential professionals to develop leadership capability, communication impact and organisational performance at scale. Their core services include tailored executive coaching, talent development programmes, presentation coaching for investor events (such as IPOs, M&A and fundraising roadshows), and bespoke leadership training.
PlanBee Consulting is a UK-based consulting firm providing outsourced operational support across business operations, finance & bookkeeping, client coordination, HR, and administrative functions. PlanBee enables organisations to streamline workflows, strengthen internal systems, and operate more efficiently without the need for large in-house teams. Allowing leadership teams to focus on strategic growth.
The Partnership: Background & Goals
Over the last five years, PlanBee and Hatwell have built a close strategic partnership. As Hatwell expanded globally, operational complexity increased—placing growing demands on leadership time and internal coordination.
The objective of the partnership was clear: enable Hatwell’s leadership and coaching teams to focus entirely on client delivery and growth, while PlanBee takes full ownership of the operational infrastructure behind the business.
Scope of Work – Operational Support & Business Management
PlanBee assumed responsibility for Hatwell’s day-to-day operations, creating structured workflows and consistent processes across multiple regions and time zones. Acting as the central coordination point, PlanBee ensures seamless internal communication, proactive problem-solving, and efficient execution across all areas of the business.
Anticipating needs, resolving bottlenecks, and ensuring nothing falls through the cracks.
Scope of Work – Finance & Bookkeeping
PlanBee manages Hatwell’s core financial operations, including bookkeeping, reporting, invoicing, and payables/receivables. This ensures accurate, timely financial visibility and removes the administrative burden from the leadership team.
Scope of Work – HR & Team Support
As Hatwell has scaled globally, PlanBee has supported recruitment coordination, onboarding processes, updating and improving internal systems, and ongoing team administration—ensuring the business can grow without operational disruption.
Scope of Work – Client Experience & Project Coordination
PlanBee also plays an important role in supporting Hatwell’s client engagements worldwide. By managing communications, coordinating programme logistics, organising schedules and supporting events and workshops, PlanBee helps ensure a seamless and professional experience for Hatwell’s clients.
Impact & Results
A More Efficient, Focused Leadership Team
By removing operational and administrative responsibilities, Hatwell’s senior team and coaches now spend the vast majority of their time on client delivery and revenue-generating activity, rather than internal coordination.
End-to-End Operational Efficiency
Previously manual and fragmented processes have been transformed into streamlined, proactive systems. Tasks are handled faster, communication is clearer, and day-to-day operations run with significantly less friction.
Scalable Growth Without Operational Strain
Hatwell has expanded its global reach and client base without needing to build large internal operational teams. PlanBee provides a flexible infrastructure that scales alongside the business, supporting growth without increasing overhead.
Stronger Financial Visibility and Control
With consistent financial management and reporting in place, Hatwell benefits from greater clarity, accuracy, and confidence in its financial position, enabling better strategic decision-making.
Seamless Global Client Delivery
With PlanBee managing logistics and coordination, Hatwell delivers programmes across multiple regions with consistency, professionalism, and minimal disruption—enhancing client satisfaction and long-term relationships.
Reduced Bottlenecks and Faster Execution
Operational bottlenecks have been removed, and key processes—from invoicing to programme setup—are now completed more quickly and efficiently, improving overall business responsiveness.
Conclusion
The partnership between PlanBee and Hatwell demonstrates the tangible impact of a fully integrated operational support model.
By acting as Hatwell’s operational backbone, PlanBee has enabled the business to:
Operate more efficiently across global markets
Increase leadership focus on high-value activity
Scale sustainably without increasing internal headcount
Deliver a consistently high-quality client experience
The result is a more agile, efficient, and growth-focused organisation.
Stop Trapping Your Leadership in Admin
Ready to streamline your operations and free up your team’s time?
Comments