Culture Playbook

CULTURE PLAYBOOK

A NOTE FROM OUR CEO

Inlumi is an innovative and ast- rowin , consultanc firm specialisin in helpin Finance leaders ocus on what matters most. One o onl a hand ul o companies that trul understand technolo -driven chan e and the impact it can have, speci call unlockin nancial and strate ic value and a wider societal impact.

here is one thin at inlumi we prize over ever thin else and that is the experience o workin with us and or us – the inlumi experience. What I am talkin about is our culture. he thin that makes us who we are – a reat place to work and a lot o un to work with. Inlumi is on a journe and it’s important we put all o this into words. So, we created the culture pla book to

Help us attract like-minded people that t toda , and add to our culture tomorro Welcome and onboard new starters, quickl and warml Better explain how we work to our clients, new and existin Keep in mind what makes inlumi special and our core desired eelin s

Creatin the pla book was about desi nin , intentionall , how we wanted the inlumi experience to be. It was important work that needed to be real, totall inclusive and not top down. We wanted to do it ri ht and to learn rom others. So, we measured who were the most connected influencers in our or anisation and mobilised them as a culture squad to steer the process. We asked each other what was important, how we elt about the compan , the work we do and, importantl , how we wanted it to eel as well as how it did eel. We asked our clients and our partners. We ran workshops and reside chats. We captured it all.

And here we have it, our culture pla book describin the experience o workin with us and or us. he inlumi experience.

Our mission

Enabling transformational change, making Finance
 a strategic driver in their organisation.

Our vision

To be the go-to partner for CFOs wanting to challenge the status quo and solve important problems in Finance, the inlumi way.

OUR CORE VALUES

Our values reflect the best of who we are and who we strive to become in order to bring our vision to life. We use them as our compass when navigating difficult decisions and prioritising our goals. Though we may stumble along the way, we are committed to continually improving our practices and behaviours to fully embody our core beliefs.

We care We dare We grow We deliver

WE CARE

Success is not the key to happiness. Happiness is the key to success.

Albert Schweitzer

WE CARE

We believe that every act of kindness, no matter how small, creates a ripple effect and we take seriously the positive impact it can have. Our team members, clients, partners and the planet are all integral to our success, and we work to ensure that everyone enjoys their work, feels valued, and experiences a sense of meaning and belonging.

We celebrate diversity and actively cultivate a trusting atmosphere, understanding that our relationships and collaboration are the key to our success.

Behaviours that support this value

Taking responsibility for our own wellbeing and health

Injecting our daily interactions with lightness, joy and wit

Considering the perspectives of others and expressing genuine interest in their needs

Communicating openly and candidly with one another

Facing challenges together and providing help and support when needed

Devoting time and energy to cultivating relationships of mutual trust

Creating an atmosphere where all voices are welcomed, heard & appreciated

Expressing gratitude for the positive contributions made by colleagues & clients

Consistently taking action to have a positive impact or flagging issues that need to be addressed

Behaviours that UNDERMINE this value

Failing to make rest and recovery a priority

Mistaking fun at work for not taking our work seriously

Favouring our own opinion, with potential for bias or disregarding different opinions

Opting for "niceness" over kindness, such as withholding feedback or being evasive

Choosing to ignore when others are struggling

Adopting a transactional approach to relationships

Dominating conversations, cutting people off or leaving them out

Taking others for granted or failing to acknowledge their contributions

Waiting for someone else to fix things or to notice that they need fixing

WE DARE

Remove the barrier, extend the field, and the impossible becomes possible.

Tobias Dantzig

WE DARE

We embrace courage over comfort, leaning boldly into the inherent vulnerability that comes with any new pursuit. We create an environment where everyone is encouraged to take risks, try new things, have open and respectful conversations, make meaningful contributions, challenge the status quo, and innovate. By doing so, we can tackle even the toughest of problems and take on any challenge that helps us grow.

Behaviours that support this value

Behaviours that UNDERMINE this value

Being genuine and open to the authenticity and frankness of others

Expressing our view with assurance and candour

Confronting hard conversations, including those about performance and what is best for the client

Concisely communicating our needs to achieve optimum outcomes

Creating pioneering solutions that help our clients develop, progress and flourish

Taking calculated risks, attempting new things and willingly accepting challenging pursuits

Recognising and tackling issues that inhibit our progress

Volunteering to do the challenging part of the job, knowing that it will require stepping out of our comfort zone

Granting our colleagues the autonomy and trust they need to do their job effectively

Gossiping instead of talking to people directly

Trying to fit in at all costs

Avoiding confrontation

Presuming that others can guess what we need

Adhering to what’s been tried and tested by others

Allowing inertia or fear to make decisions for us

Tolerating things that inhibit our success

Cherry-picking. Choosing only the interesting, easy or glamorous parts of the job

Treating adults like children - micromanaging or “helicoptering” our colleagues

Do the best you can until you know better. Then when you know better, do better.

Maya Angelou

WE GROW

We embrace humility rather than pride and understand that no one is perfect. We strive to grow, evolve and reach expert knowledge in our craft through hard work. We recognise that in order for things to change, we must change. We welcome the challenge of learning, unlearning, attempting and making mistakes. All of this is done to be the best that we can be, both as individuals and as a collective.

Behaviours that support this value

Behaviours that UNDERMINE this value

Acting out of a place of genuine curiosity and asking thought-provoking questions

Seeking out challenges and opportunities that push us out of our comfort zone

Mastering our craft and embracing the power of deliberate practice

Openly sharing information, resources and experiences

Giving and receiving constructive feedback

Turning our successes, mistakes and setbacks into valuable learnings

Taking ownership of our own development and asking for help when needed

Coaching and being coached

Embedding the growth mindset into everything we do

Attempting to appear as if we have all the answers

Remaining stuck in our comfort zone

Giving up when faced with unfamiliar tasks or areas of difficulty

Keeping knowledge or information to ourselves

Letting fear or discomfort hold us back from growth

Avoiding issues or not learning from both our successes and mistakes

Waiting for others to take the lead or create development opportunities for us

Trying to solve problems for others rather than providing a safe space for them to think

WE DELIVER

Karen Salmansohn

People who cannot keep a promise are not taken seriously. It's that simple.

WE DELIVER

We are driven to conquer difficult tasks and reach ambitious objectives, all while aiming for excellence. Our commitment to our clients is to fulfil our promises, surpassing the quality they anticipate and holding ourselves to a high standard. We take ownership of our work and stay determined in our efforts to create innovative solutions that yield successful business results.

Behaviours that support this value

Behaviours that UNDERMINE this value

Seeking out opportunities to exceed expectations and set new standards of excellence

Consistently putting our clients’ needs first

Setting clear and ambitious goals and objectives

Adapting quickly to shifting conditions to fulfil our commitments

Always moving forward, experimenting and iterating

Focusing our efforts on the activities that bring the most value

Striving for simplicity

Continually evaluating our processes to increase efficiency

Effectively communicating and taking immediate action to address potential issues

Refusing to push ourselves and relying on past successes

Forgetting the purpose of our work

Being vague about the desired outcomes

Pointing fingers instead of taking responsibility

Allowing perfectionism to stifle our creativity

Spreading ourselves too thin or wasting time on pointless tasks

Making things overly complicated

Rushing onto the next task without making necessary improvements

Failing to keep people informed or delaying progress

Enabling transformational change, making Finance a strategic driver in their organisation.

Our colleague manifesto

We recognise that our work experience is greatly shaped by the people we collaborate with. Although we are all unique, with our own complex and multilayered personalities, there are certain principles we should all follow to be exceptional colleagues for one another.

Inspire by example

Live our values every day and help others to do the same.

Be an agent of change

Constantly strive for improvement and excellence. Ask thought-provoking questions and actively seek out opportunities to refine and redefine the way we work.

Be a TEAM PLAYER

Your colleagues’ success is your success. Put yourself in their shoes. Go the extra mile to provide assistance and guidance when needed. Be the kind of teammate you'd want to work with.

Don’t take yourself too seriously

Incorporate humour and levity into your work. Doing so can help reduce any stress that comes with the job and foster meaningful connections. Be open to trying new things, even if it means looking silly.

The inlumi leadership code

Enabling transformational change, making Finance a strategic driver in their organisation.

We believe that leadership is far more than just a title; it's an action and an example that we can all strive to live up to. Whether you're in a leadership position or not, you can still be a leader at inlumi. If you walk the talk, make those around you stronger, contribute to building a positive team culture, and create clarity and focus for yourself and others, then you are already leading the way. We believe that everyone has the potential to be a leader, and through cultivating these qualities, we can all become the leaders we want to see at inlumi.

WALK THE TALK

Our leaders live our values and ensure that everyday reality reflects them. They care, dare, grow and deliver in a way that inspires others to do the same. They are intentional about the emotional impact they have on others, nourishing a sense of pride, meaning and belonging among their colleagues.

MAKE EVERYONE BETTER

We expect our leaders to take ownership of their own growth and development and be exemplary role models of what it means to have a growth mindset. We want them to not only make everyone better as a result of their presence, but to also ensure that their impact lasts in their absence. This means actively helping others to grow, develop, and contribute in a meaningful and lasting way. Ultimately, this will help ensure that our colleagues are able to thrive and reach their highest potential.

BUILD HIGH PERFORMANCE TEAMS

We believe that inclusive teams are more innovative and effective, and that a diversity of backgrounds, experiences, and perspectives is critical to our success. Our leaders set high performance standards, but also foster trust and psychological safety, ensuring that all voices are heard and encouraging honest and meaningful communication. They create the right conditions for team members to flourish and achieve their personal and professional goals.

CREATE CLARITY AND FOCUS

Leaders help others navigate ambiguity and complexity, translating them into actionable insights that promote focus on what matters most. They provide context, strategy, and planning that enable effective decision-making and high performance.

LEAD INTO THE FUTURE

Our leaders operate with the business' best interests at heart, paving the way for inlumi's success and resilience, fostering and driving innovation, and expanding our customer base.