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Technology Consulting Firm - Chief Executive Officer

  • The CEO built a long-term company strategy to grow in specific verticals and provide growth opportunities to the workforce. He needed to secure buy-in from his leadership team and align them to work together achieve the short- and long-term business goals

    • Coached the CEO to develop a compelling 12-month to align his leadership team

    • Advised him on how to assess the existing team and identify strengths and gaps

    • Guided him to coach and align his leadership teams and their teams to the new vision

    • Continue to coach him to navigate team challenges, ensure leadership alignment, and communicate in a compelling way

  • The team is executing in a cohesive manner and has exceeded business goals for first year and is well positioned to continue to achieve goals for subsequent years.

SaaS Company - Chief Executive Officer

  • A Series A SaaS startup needed to attract investors for its Series B round. The CEO felt that his leadership team was not making sufficient progress on the product or customer side of the business.

    • Coached the CEO to clarify key priorities needed to secure funding and align his team

    • Advised the CEO on how to align the leadership team through OKRs

    • Served as a sounding board as CEO transformed leadership team

  • Within 6 months, the company closed a successful Series B round and now has a unified leadership team scaling the company according to its growth goals.

Commercial Real Estate Firm - Chief Executive Officer

  • A commercial real estate investment firm had grown quickly but each leader was focused on their own function rather than the overall company and the CEO was concerned that the company was not setup to enable its next phase of growth

    • Coached the CEO to develop a vision, mission, values, and establish strategic goals for the company

    • Advised the CEO on how to structure the team the company needed to achieve its goals

    • Served as a sounding board to the CEO as he assessed his team’s capabilities to be company leaders and coached his team to success

  • The company’s leadership went from a team of leaders to a leadership team, achieved its first year goals and is now setup for long-term success.

Entertainment Company -
Chief Executive Officer

  • The CEO of a fast growing entertainment company wanted to ensure his company could have more stability through turbulent market cycles and position itself for long-term growth.

    • Served as a sounding board to the CEO as he evaluated the company’s long-term goals and leadership team

    • Coached the CEO through developing new, relevant values to differentiate his culture and leadership style

    • Helped the CEO develop his leadership style to communicate in a compelling and transparent way

  • The company was able to get through the downturn during the pandemic without any team reductions.

Manufacturing Company - Chief Executive Officer

  • A manufacturing company had recently been purchased by Private Equity and had aggressive 5-year organic growth goals. The CEO had a gap on her leadership team from a people and culture perspective which would inhibit growth and wanted guidance on how to close it.

    • Worked with the CEO to diagnose the key people and culture gaps across the organization and their business impact.

    • Coached the CEO on how to think about closing the gap in the short- and long-term.

    • Served as a sounding board to the CEO as she went through the selection process.

    • Advised the CEO on how to acclimate and setup new leader for success.

  • Within 3 months, the new Chief People Officer was fully acclimated and within one year, the company exceeded its business goals.

Technology Company - Chief People Officer

  • An HR leader for a growing technology company backed by Private Equity was overwhelmed and kept getting stuck in the details. Her CEO believed in her abilities to lead the function but was getting frustrated that she was so reactive and often struggled to see the forest from the trees.

    • Coached her to manage her time and her team’s time to to focus their energy on the highest value activities to make a meaningful impact on the business.

    • Developed her strategic capability to learn how to assess a situation to get to the overall business problem, and communicate in a way that earned the respect of her leadership team, HR team, and the workforce.

  • Within 15 months, the CEO promoted the leader, marveling at her growth and how she is showing up as a completely different leader, worthy of her seat at the leadership table.

FinTech - Chief People Officer

  • A rapidly growing FinTech company wanted a non-traditional senior executive to lead its People and Culture Function so the CEO hired a seasoned Chief Operating Officer with a good track record of leading teams to be its Chief People Officer. The CEO wanted a coach to help acclimate the new leader to the culture and set her up for success in her new role.

    • Coached the new leader to develop her own 90 day on-boarding plan and obtain CEO approval

    • Served as a sounding board for the leader’s first six months as she acclimated to the new environment and worked through various new challenges and opportunities

    • Helped her apply her strategic capability in operations to people and culture

  • Within 6 months, she had earned the trust and respect of her CEO, leadership team, and the workforce and was fully acclimated to her new role.

Clean Energy - Strategy Leader

  • A clean energy start-up company backed by Private Equity hired a new leader to establish a strategy function to focus on short- and long-term growth opportunities. The CEO wanted a coach to help the new leader think through how to build a relevant and useful strategy function in a fast-paced, chaotic environment.

    • Served as a sounding board for the new leader’s first 90 days as she acclimated to the culture

    • Guided the leader on how to transition her strategic capability to function in a startup environment and get traction in an environment where leaders were wearing multiple hats

    • Developed the leader’s communication skills and ability to tell a compelling story to earn the respect of the CEO, leadership team, and CEO

  • The company now has a compelling strategy to guide its next phase of growth.

Medical Device Company - Chief Revenue Officer

  • The newly appointed Chief Revenue Officer of a medical device company recently purchased by private equity needed to transform the sales team to grow from 10% to 20% annually.

    • Guided the CRO on opportunities to reorganize sales team based on total addressable market

    • Advised him how to assess the existing team and identify strengths and gaps. Coached him through team changes

    • Coached the CRO to build and implement a sales incentive plan to motivate sales team to drive profitable year-over-year growth

  • Within the first year, the company was able to achieve the 20% growth goal.