Peer advisory · Manufacturing
A founder weighing a second plant
The group pressure-tested the expansion over two sessions. The member chose to add a second shift first, deferring the capital spend while demand proved out.
Coaching · Professional services
A managing partner drowning in approvals
Mapped every decision crossing their desk, then delegated authority by dollar threshold. Within a quarter, routine approvals moved to department heads.
Strategy · Distribution
Twelve priorities down to four
A two-day retreat produced a one-page plan and four quarterly priorities with clear owners, replacing a list nobody could remember.
Leadership team · Technology
From status meetings to decisions
Redesigned a two-hour weekly meeting into a 90-minute format with a scorecard and issues list. The team began resolving issues instead of reporting them.
Succession · Family business
Two generations, one plan
Facilitated conversations between a founder and two adult children working in the business, resulting in a written leadership development timeline.
Peer advisory · Construction
A partner dispute, handled early
A member used group time to prepare for a hard conversation with a co-owner about roles. They later engaged attorneys to formalize a revised agreement.
Coaching · Healthcare practice
A new president's first year
Coaching through the transition from clinical leader to company president — setting priorities, building credibility, and managing the board.
Strategy · Real estate services
Deciding which markets not to enter
A planning retreat helped a leadership team agree to focus on two Texas metros and pass on a third — freeing up people and capital.
Workshops · Logistics
New-manager series
A six-month workshop series for newly promoted supervisors covering feedback, meetings, and hiring basics.
Succession · Hospitality
Promoting from within
Built a two-year development plan for an internal COO candidate, including coaching and gradually expanding responsibilities.