Designing for Transformation: A Formative Evaluation of an Executive Leadership Development Program to Foster Adaptive Leadership

Abstract

This capstone project conducted a formative evaluation of a 900-employee, member-owned financial institution's Enterprise Leadership Development Program aimed at executives. The evaluation generated actionable insights and recommendations to enhance program design and implementation, focusing on the relevance to leadership needs, sustained support mechanisms, transformational learning, adaptive leadership principles, and a robust evaluation framework. To deepen understanding of current leadership development dynamics, relevant theories were explored, including Transformational Learning Theory, Adaptive Leadership Framework, and the Kirkpatrick Evaluation Model. A mixed-methods approach, utilizing both qualitative and quantitative data through surveys, interviews, and document analysis, provided evidence-based insights. Findings confirmed the program's alignment with strategic priorities while identifying opportunities for improved cross-functional collaboration and ongoing leadership growth. The evaluation highlighted the importance of personalized support, such as Individual Development Plans (IDPs), mentorship, and peer networks for effective skill application. Recommendations emphasized the need for embedded learning and digital tools to enhance accessibility, thereby providing a structured approach to reinforce leadership development, foster organizational integration, and sustain transformation. By refining program design, leaders can acquire critical competencies and effectively drive enterprise-wide change.