Continually helping clients
REACH THE TOP
Our programs and services are proven effective time and time again. Here are a few examples of clients’ success.
Executive Board Retreat Five-Year Planning & Team Building
A CEO had two failed Board Retreats from previous companies. The first one he was fired and the second one he fired his team. When I was called, he was just appointed as CEO to lead this new organization and wanted to align his executive-level Board together around a five-year plan. He and his Chief Operating Officer, understandingly so, were nervous about conducting their first retreat together.
I asked the questions to determine what they hoped to accomplish. I guided them through the process to put their minds at ease. I kept them focused on the goals we had discussed. And, I facilitated the two-day retreat with great success.
RESULT: The Board was thrilled with the outcome and convinced the CEO that ‘we need to do this every year, so we are all aligned around our key objectives and our vision.’ The vision and strategy they set that day continue to be the focus. They continue to use my services each year to facilitate their executive retreat.
Non-Profit Three-Year Strategy Planning
A non-profit community sports organization needed to align their volunteer board around some key priorities. They were seeing the demographics of the community changing which would potentially impacting enrollment and revenue. I was asked to guide the organization through a strategic planning process, so everyone was focused around a few themes.
RESULT: I worked with the senior executive team to identify their goals, so they could have a productive board meeting with the larger group. During this meeting, we identified three main pillars that would drive all major projects. Two years later and major headway on two of the pillars, the team is still focused on those themes and makes sure all major initiatives link to one of them.
Over the next six months we worked on those areas including his confidence, his ability to present in large group settings, and several other development goals he had set.
RESULT: Over the next two years he received accolades from his boss and eventually became a CFO. I continue to stay in touch and recently worked with one of his referrals.
RESULT: I worked with five of the major functions (HR, Finance, Legal, Risk Mgt, & Purchasing) to guide them through defining their value proposition, success measures and core products & services in order to assess their staffing needs and set the appropriate organizational structure.
I conducted DiSC Communication Styles to help each person better understand both their preferred method of communicating as well as their colleagues’ preferences.
RESULT: Tensions decreased as everyone became more effective working with each other.