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Leadership Transition Custom Survey

Leadership Transition - Have you built the foundation for passing the torch?

The passing of the leadership baton to a successor is perhaps the most difficult transaction to navigate. Leadership transitions test the communication and capabilities of principals and employees, bringing to the surface any issues and problems with the current management structure.

Many companies make the mistake of only planning the financial transactional side of Successions, missing the people part of the puzzle. That will spell Business Transition Failure- not Business Transition Success. This is also true of mergers and acquisitions.


The ultimate outcome for any leadership transition is:

• Leaders that excel in taking the firm to its next level of achievement
• Enhanced passion for one's profession as well as one's individual contribution
• Conscious identification and comfort with rectifying barriers to performance
• Improved collective purpose and synergy
• Alignment and commitment of the team to purpose, values, culture & vision
• Improved leadership language (elimination of mixed messages)
• A true continuous learning environment

Resulting in stable and growing:
• Client satisfaction
• Financial return
• Excellence in project design and quality

When do you need assistance?
Every firm will experience turning points in their development. Some of them include:

• You have an effective leadership team in place… You can get from good to great by accident, but you'll get there much more efficiently if you plan to succeed. We help you develop your executive team into great leaders that produce a vital future for your firm.
• You are at a developmental turning point… This means you need to consciously move through a point in your development. Expect turning points when you have 12-15 employees, 30 employees, 70 employees, 100-300 employees. You need specific expertise, leadership, operational controls and organizational structure to continue to grow and prosper.
• Morale is low, vision is unclear… Have you merged or been acquired? Conscious integration of the two cultures and integration of leadership teams, revitalized purpose and vision are essential for success.
• Your leadership team isn't all it could be… Every team has its developmental challenges. We teach and mentor your strategic learning needs.
• When you plateau… Your approach has become stale, passé or ineffective. You're on a plateau. It's time to create new vision, challenge staff and bring forth the best from your people and your organization. An outside facilitator for your strategic planning events helps refresh and revitalize your approach.


Included in the base price of your custom survey are the following:

• Up to 200 Participants
• 1 hr. personal consultation to gather company specific questions/information
• 4 hrs. professional custom development including your company logo
• 1 hr. personal consultation for final review of survey
• Launch custom survey
• Follow up notice to employees to complete survey
• Customized company specific summary of survey results (within 5 business days)
• Professional, easy to use charts to be used for future survey results presentations
• For an additional fee you can also include a personal presentation by Sandy Blaha on survey results and directions for improvement (this will be billed at Sandy’s normal rate)

Order Now…