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Executive and Team Effectiveness Assessments

Being sure that your executives and key teams are operating together effectively is an essential part of your organization’s success. While we all wish it were as simple as combining a group of skilled professionals together and telling them to get to work, experienced leaders know that it’s much more complex than that. Underneath the suits and degrees and years of experience, all of your leaders are just people. People with personalities and pasts. Getting a group of people to perform as a team requires trust, and trust is built on understanding and mutual respect.

LEAD’s Executive Effectiveness Program helps groups of people understand each other and learn to work together as a team.

If you would like to hear more about what it would look like for your teams to function with less friction and more collaboration, schedule a call with a LEAD Advisor today to discuss your situation.

WHAT OUR CLIENTS SAY

WHAT OUR CLIENTS SAY

Josh Adams

Superior Cleaning Solutions

When we brought LEAD in, we were in such a growth mode, the company was in disarray, so consumed by it that everything else just went by the wayside. LEAD came back with a plan to restructure things so now I am just in the owner's role. It has changed my life, my marriage, my future.

Brian Harris

Harris Vacation Rentals

Just having somebody look at your business from the outside can help you see more clearly where you are. LEAD showed us that this transition can be successful and gave us a blueprint to make it successful. LEAD heard what I wanted in a COO and said 'This is the person that most closely fits', helping me find that right person for the job. That's allowed me to pull back and really focus on the strategy side, on the big picture side of that business that I built.

Ryan Roberts

Real Estate

At some point in your career you are like 'I'm killing it!', and there's a lot of things going well, in the right direction. But those other areas of your life are so neglected. LEAD helped me set a vision, not just professionally, but this is what I'm going to look like physically, as a father, as a husband, and that there is hope for people to be able to succeed.

David Harbin

Harbinger Marketing

When I bring a unique challenge or situation to my advisor I think, 'No one has ever heard this'. But my advisor at LEAD talks to business owners all day, every day. They have a lot of wisdom around different strategies, different things that a company owner can do. Our whole leadership team is really excited about the work that LEAD is doing in our organization.

Justin Lambert

Serial Entrepreneur

When you're acquiring a company you can see their financials and balance sheet but what you don't know is the culture. A lot of time people are defensive and scared for their jobs but we actually had a great response from their staff. Lead was able to help us do that.

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Our process

Our process
1

Phase 1 – Job Benchmarking

In this phase, LEAD will meet with you to discuss the position that you are trying to fill and extract the key competencies and traits that the ideal candidate should possess to effectively execute the role. We will dig deep into the current state of your business to understand the current roles that are being filled and where the gaps are that this position is going to be required to fill. In mature businesses with established reporting structures and departments, this is fairly straightforward; however, in our experience with entrepreneurial companies we have found that positions can sometimes be less structured and will need some refining questions to name all of the abilities and training required (i.e. Will this person be an individual contributor or will they be leading a team? What degree of attention to detail will this person need to have to be an all-star employee?)

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2

Phase 2 – Avatar Creation

In the Avatar creation phase, LEAD will aggregate all of the job requirements into an ideal candidate profile that we call the new hire avatar. This avatar represents the very best of each of the desired abilities and competencies. No single person will embody all of the traits named in the avatar, but it will act as an ideal for all candidates. This avatar can serve as the basis for your job posting to help you initially attract the right kinds of candidates.

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3

Phase 3 – Candidate Identification

In this phase, your team will post the job and conduct preliminary interviews. LEAD will coach your team on how to conduct structured interviews and how to record your assessment of each candidate. We will also coach your team on the tangible and intangible things to look for in the phase: Chemistry, Competencies, Character and Culture fit. Your team will identify 3-5 candidates that you think are a good match for your organization.

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4

Phase 4 – Blind Evaluation

Once your team has identified the final round of 3-5 candidates, LEAD will conduct assessments of each of your top candidates and will then present the candidates' profiles back to you in a “blind” presentation. In this presentation, you will see the personalities, motivators and competencies of each of your candidates compared to the avatar you originally created - but each profile will be anonymous. This process allows you and your hiring team to make a data-driven evaluation of each candidate without the emotional bias that is often present in the interview process. The results of this process can be confirming, or many times, can force your hiring team to go back and reevaluate your assessment of the candidates.

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5

Phase 5 – Key Player Integration (optional)

In this phase, LEAD can present your new key player to the team using data and a story of why they were chosen for this particular role. LEAD will also help the new key player understand the personalities and roles of the team they are stepping into to speed up their integration into the team.

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Phase 1

Phase 2

Phase 3

Phase 4

Phase 5

have any questions?

have any questions?
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Our Team

Our Team

Our Team

People are the most underutilized competitive advantage in the marketplace. But people are complex. LEAD Advisors is a team of people experts. We bring our talents, skills and expertise to your company so that your human capital is the greatest asset your company and not your greatest liability.

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We Are

A Team of People Experts

We're Not

Just Strategy Consultants

1

We Are

Highly Relational

We're Not

Transactional

2

We Are

Trusted Advisors

We're Not

Just Another Vendor

3

We Are

Tailored to You

We're Not

Big Box Consulting

4

We Are

Nimble

We're Not

Rigid

5

We Are

Intentional

We're Not

Apathetic

6

We Are

Advisors Who Coach

We're Not

Advisors Who Nag

7

We Are

Easy To Do Business With

We're Not

Bureaucratic

8

We Are

Hope Filled

We're Not

Resigned

9

We Are

Fun

We're Not

Boring

10

We Are

Yoda

We're Not

Drill Instructor

11

We Are

Confident and Competent

We're Not

Insecure and Amateur

12

We Are

Authentic

We're Not

Fake

13

Success

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