January 2018 Business Case Study

The Situation: Leadership Best Practices

2017 was filled with professionals dealing with unsettling changes in their organizations. They hit walls of resistance with themselves and senior teams. Expectations were unrealistic on both sides.

The Solution:

Secured a clear understanding of the client and senior management unified goals and identifying what was realistic and what needed modification. With some, this was obtainable with clear milestone dates to check in and adjust timelines and goals, if necessary.

The Outcome:

The clients and leadership that stayed flexible fluid on ways to make timelines with a clear understanding of what was needed for goal achievement were successful.

Logic will get you from A to B. Imagination will take you everywhere. Albert Einstein

December 2017 Business Case Study

The Situation: Leadership Presence

Amy was hired for her technical skills and the way she handled investors in her previous organizations. She has done an amazing job with the external relationships but appears challenged with the internal group. Unfortunately, senior management decided to hire a manager for her to report to. This manager reports to the senior leader instead of Amy. The qualities that endear Amy to external stake holders do not come across the same way for senior leaders.

The Solution:

Amy began to work diligently to understand and prepare to be a more effective communicator to the senior leaders. She stopped providing too many details and instead, extracted the critical facts that the leaders needed to know. Amy also installed communication boundaries for internal and external communities.

The Outcome:

In proving her executive and leadership presence, it was determined Amy’s manager was no longer needed. Amy now reports to the senior leaders.

Self-belief and hard work will always earn you success. Virat Kohli – Athlete

November 2017 Business Case Study

The Situation: Speak with confidence

James was hired for his technical abilities. He had worked for the company a few years ago and has been back almost a year. The owner is classed as hard driving in The Platinum Rule assessment, a true Director. James is very methodical as a Platinum Rule Thinker. This combination tends to balance each other in completing a successful project but can also come with quite a bit of friction. The owner is now concerned that James lacks the confidence to speak in a meeting especially when the owner is leading the session. James is even considering leaving again.

The Solution:

James skill set lies in being super-thorough and at times, maybe exhibiting too much of a perfectionist approach. This is one of the reasons he left a few years ago and the same reason the owner wanted to hire him back. The key for James is to be able to manage the fast pace of making quick decisions when needed by determining which ones require fast responses and which issues need some time to mull over.

The Outcome:

James has stepped up to challenge the owner and some of the stakeholders by persuading them to slow down. The owner and the other stakeholders see James as more confident because he speaks up and takes the time to explain his thought processes and secure buy in.


Would you like me to give you a formula for success? It’s quite simple, really: Double your rate of failure. You are thinking of failure as the enemy of success. But it isn’t at all. You can be discouraged by failure or you can learn from it, so go ahead and make mistakes. Make all you can. Because remember that’s where you will find success.”
— Thomas J. Watson

October 2017 Business Case Study

The Situation:Leadership Confidence

Bill has been in the organization just over a year. He was recruited by a senior leader because of his analytical skills and deep knowledge of the industry. The challenges are that the projects are fast moving and at times, he must make a decision without having all the facts. This has created concern among the senior leaders that he is not confident in decisive actions at critical points of a project.

The Solution:

Bill began working on ways to ask critical questions to get himself into a comfort zone if faced with making a decision without all of the information he would prefer. Bill also initiated meetings with team members so that as many details as possible are available when a decision needs to be made.

The Outcome:

Bill gained enough confidence at meetings to ask probing questions on project issues that demanded immediate decisions. He has also committed to not work in a silo. Instead, he spends time developing relationships so when there is a need to get other folks involved they are more responsive. Senior leaders have commented that they are pleased timelines are being met, sometimes even before the due dates.

Don’t be afraid to give up the good to go for the great. John D. Rockefeller

September 2017 Business Case Study

The Situation: Thinker to Director

James has been in the organization for two years. His role is to oversee a group of senior leaders. The opportunity for James is to process information quickly to determine the appropriate way to help these leaders deal with ongoing organizational issues. James was hired because of his high intellect. However, it has been very difficult to keep up with this fast thinking group.

The Solution:

A platinum assessment confirmed that James is a strong thinker. Process is his comfort level but he needs to move closer to a Director role where the focus is on the end product being delivered on time rather than weighing options to find a solution.

The Outcome:

James has moved closer to a Director level by delivering solutions on difficult situations. It has also been determined that his strengths might be better served in a research capacity or by partnering with a counterpart to work with the senior leaders.

Put your heart, mind, and soul into even your smallest acts. This is the secret of success. Swami Sivananda