Each year, I work with a small number of companies to help them become more operationally efficient and scale – either businesses I’ve invested in or as a paid engagement. I work directly with CEOs and their executive teams to help them align their strategy, refine their planning process, and implement the principles I describe in my book. Most of my coaching engagements last three years.
Coaching Engagement — What to Expect
✔Evaluation
To get a clear picture of your goals, company dynamics, and leadership team, I take the time to conduct thorough research and assessments. This includes interviewing business owners and investors to gather their perspectives. I also use surveys to collect detailed input from the leadership team and broader feedback from employees at all levels.
✔Initial Workshop
I start the process with a two-day workshop designed for you and your leadership team. This session focuses on collaborative discussions to align on strategy, refine your planning process, and develop a concise, actionable one-page plan for the organization.
✔Quarterly Planning and Review
At regular intervals aligned with your fiscal year, I facilitate a two-day session with the leadership team. These meetings are dedicated to reviewing progress, analyzing results from the previous period, and establishing priorities to drive success in the next quarter.
✔Ongoing Coaching Support
Between the quarterly meetings, I offer monthly executive coaching calls. These sessions provide guidance on implementing strategies and serve as a platform to address any challenges or questions that arise as you execute your plans.