Case Studies

Case 15: Leadership Succession

The owner and founder of a small, privately-held company sought help in transitioning from daily operational oversight to a track that would allow him to retire within three years. The designated leadership team was untrained and under-prepared, and admittedly the owner/founder was banking much of his retirement on the ongoing and future earnings of the company.

The designated leadership team underwent the Hallmarks of Excellence^® in Leadership so that a baseline understanding of their leadership and management competencies could be determined. The findings revealed significant needs in leadership, management, and team training, as well as insights into role assignments to best align future leaders with their anticipated preparedness.

An aggressive training and coaching strategy was implemented to equip the designated leaders to assume senior leadership capability within three years.