
Succession Strategy
Whether you are looking for individual leader succession strategy or a full owner exit, we can support your experience or connect you to those who can help. We will work with your new leader on development, assist in crafting your exit plan, or simply assist you in connecting with the right technical services.
Options for the Leader & Organization:
-
Maestro-level leaders, a four-year, peer-based leadership journey preparing for succession.
-
1:1 Coaching
​
Options for the Organization:
-
Strategic planning focused on a succession in the future.
-
Connection to advisors or technical experts​.​​
-
Succession & exit strategy project management.​



1:1 Executive Coaching
Coaching for executives and owners. These sessions are twice a month for 60-120 minutes and focus on your needs - whether that is a place to discuss strategic challenges or a specific development goal.
In between meetings, you have tools and support to take action. Specializing in supporting the executive and owner who holds leadership duties in a privately-held organization.

Trainings & Retreat Sessions
​Trainings focus on immediate needs of your team. These interactive sessions provide development training in your quarterly staff meetings, annual planning meetings, or in extended training sessions. Clients have enjoyed learning together in these trainings that include interactive activities and audience engaging conversation. These sessions are typically from 60-120 minutes.
​
Topics:​
-
Culture Growth: Encouraging the individual to improve the group
-
Conversations that Challenge: How to recognize and respond to tough conversations
-
Motivational Minefields: How to trigger positive actions and avoid bad behavior on your team
-
Follow the Leader: Learn how leaders & followers work together​
-
Thinking Like an Executive: Basics of development for new leaders
-
Customized to your team needs.


Facilitating Strategic Planning
& Other Workshops
​Workshops bring your team together in extended work sessions. This provides everyone a voice at the table rather than leading the discussion internally. Clients typically choose to have workshops delivered in multi-week meetings or in a retreat setting. These powerful sessions align your team for productive work in the future.
​​
Topics:
-
Facilitating your strategic planning and implementation process
-
Developing your mission vision values
-
Activating your Values
-
Customized to your team needs.