WHAT SHAPED YOU
People see how they are conditioned. Cultural patterns. Personality programming. What they hide from themselves. What drives behavior beneath the surface. Leaders, teams, organizations, discovering what's been running the show. Foundation work that everything builds on.
Applications
Teams struggling with cultural friction or misalignment.
Leaders unaware of patterns undermining their effectiveness.
Organizations where invisible conditioning shapes outcomes.
VCs and investors assessing organizational dynamics and founder/leader patterns before investment decisions (Human Due Diligence).
Customer-facing teams struggling to connect across cultural differences.
Formats
Human Due Diligence (organizational field assessment)
Workshops: Global iQ, Excellence in Customer Service, Connection Equation
1:1 Coaching & Group Coaching
CNHI Industrial
What Is Observed
How team collaborates when leadership isn't directing.
What people genuinely protect or care about.
Leader's response to being challenged with curiosity vs. defensiveness.
Where energy and engagement naturally flow without mandate.
Information hoarded, decisions opaque, team performance degrading.
What Is Revealed
Actual collaborative capacity. Collective intelligence that exceeds individual expertise.
Values actually lived, not just stated. Where real alignment exists.
Openness and learning capacity. Ability to navigate genuine unknowing.
Intrinsic motivation. Authentic alignment. What people bring when not performing.
Protection masquerading as strategy. Withholding cultures where trust is absent.
WHAT REMAINS
When expertise becomes obsolete, roles dissolve, identity shifts - what's actually left? Choosing your relationship to circumstances you can't control. Recognizing capacities you already possess: navigating uncertainty, holding complexity, making conscious meaning.
The work that serves when everything else is changing.
Applications
Leaders who can't manage toward a known destination anymore.
Teams navigating ambiguity that exceeds what any individual can resolve.
Organizations where adaptive capacity matters more than expertise.
Executives facing identity dissolution as expertise becomes obsolete.
Anyone needing to function in threshold territory where clarity isn’t coming.
Formats
Intentional Workshops
Multi-session Intensives
Leadership Cohorts
Retreats & Off-Sites
Organizational Integration
Integrating Ambiguity
Experiential framework for navigating genuine unknowing.
Workshops and intensives exploring two levels: multiple frameworks exist vs. no framework exists yet.
Practice shifting from paralyzing to productive doubt.
For: Leadership teams, organizations facing constant change, individuals navigating threshold territory
Reharmonization Practice
Ongoing practice for choosing relationship to unchangeable circumstances.
Not managing toward resolution, but integrating ambiguity into operating system.
Builds capacity to function while the path forms.
For: Leaders in sustained uncertainty, career/identity transitions, teams adapting to new complexity.
THE PATH FORWARD
You know the practice. You can see your conditioning. You've navigated dissolution.
Creating work, relationships, ventures, life itself - not from old patterns but from recognition. Ongoing accompaniment as you move through territory where patterns inevitably resurface. Seeing them without collapsing into them. Building what matters when you lead from what remains.
Applications
Venture building: Starting companies, teams, initiatives from changed ground.
New leadership contexts: Taking on roles when you lead fundamentally differently.
Career reinvention: Pivoting roles, rebuilding professional identity.
Life design: Purpose beyond performance, meaning-making beyond achievement.
Legacy work: What you create from recognized ground.
Formats
Ongoing Partnerships
Integration Check-ins
Advising Relationships
Resurgence Support
Custom Accompaniment
SAP
Reflection
Are patterns resurfacing or am I regressing?
Am I building from recognition or performing change?
What old conditioning still runs when pressure increases?
Can I hold both difficulty AND capacity simultaneously?
Where am I trying to control vs. shape conditions?
Readiness
Dissolution doesn't terrify you.
Old patterns arise without collapsing you.
You can witness reactivity before acting on it.
Uncertainty becomes workable, not threatening.
You create from curiosity, not compensation.
The Integrated Excellence Instrument
The Integrated Excellence Instrument (IEI) is a unique diagnostic tool for unlocking the full potential of your organization. It is expertly designed to evaluate the convergence of culture, operational excellence, and organizational effectiveness by focusing on the four key areas essential to any organization’s growth and success: Productivity, Alignment, Culture, and Customer Centricity.
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The Integrated Excellence Instrument (IEI) provides a deep dive into:
Productivity: The productivity of an organization is crucial to its success. The IEI evaluates your company's productivity by examining key factors such as goals, decision-making, and inefficiencies.
Alignment: Alignment is a crucial determinant of organizational effectiveness. The IEI evaluates your company's alignment by examining the type, level, and frequency of collaborations across the organization.
Culture: Culture is the foundation of any organization. The IEI evaluates your company's culture by examining individual capacity levels, recognition, feedback loops, innovation, and risk tolerance.
Customer Centricity: The customer is at the center of any business, and their satisfaction is crucial to the success of your organization. The IEI explores the quality of customer interactions, expectation realities, and your workforce’s overall alignment on purpose.
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Enhanced Productivity: Gain insights into the areas holding your company back from reaching its full potential. The IEI will provide a clear understanding of what is working and what needs improvement, so you can focus on the areas that matter most.
Improved Alignment: Ensure your employees work and collaborate effectively towards the same goals and objectives. The IEI will identify areas of misalignment and friction, so you can take steps to get everyone on the same page.
Strengthened Culture: Cultivate a positive and productive workplace culture. The IEI will provide you with a comprehensive understanding of your company's culture, so you can make needed adjustments to create a work environment that fosters collaboration, connection, and innovation.
Exceptional Customer Experience: Delight your customers and exceed their expectations. The IEI will help you better understand how your employees see the customer, so you can make the necessary changes to continue providing them with the best possible experience.
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The IEI is a 25-question online survey that takes 15-25 minutes to complete and can be administered to individuals on specific teams, departments, or part of a whole organization.
The results are plotted on a scale that highlights specific behaviors that may be beneficial, potentially harmful, or clearly detrimental to the success of a team, department, or whole organization.
The results are presented in a comprehensive, easy-to-read report with specific recommendations leaders can quickly implement simply and practically.
The process includes a meeting with expert consultants before and after the implementation of the IEI.
The IEI is based on the following:• 20+ years of research and real-world experience in culture, operational excellence, and organizational effectiveness.
• Proven methodologies that have been successfully implemented in various industries, including finance, technology, telecommunications, manufacturing, hospitality, and consumer goods.
• Extensive experience working with leading global Fortune 100 companies.
Contact us to learn more, or download the IEI information sheet:
Engagements
Global Effectiveness
Design and delivery of a company-wide Global Effectiveness program for staff, managers, senior managers, directors, and vice-presidents based in the U.S., E.U., APAC, Latin America, and the Middle East.
Topics Included:
Communicating Across Cultures
Selling & Marketing Across Cultures
Global Negotiations
Global Team Building
Managing Virtually
Country Specific Briefings
Excellence in Customer Service
Design and Delivery of a series of customized Excellence in Customer Service workshops for 3000+ employees in 27 different divisions across the USA.
Topics Included:
Values and expectations that people bring to a service encounter.
Avoiding the “10” Survey Syndrome
Consistently exceeding customer expectations.
Recognize the potential impact value differences can have on business and day- to-day exchanges.
Increase the level of Accountability on and between each team.
Create a more consistent, predictable and familiar customer service experiences for both internal and external customers.
Success Across Cultures
Design & Delivery of a multiple division cross-cultural effectiveness program for professionals in Sales, Marketing, Design, Customer Service and Construction departments across the USA.
Topics Included:
Communicating Across Cultures
Selling Across Cultures
Global Negotiations
Deep Dives: India and China
Customer Service Across Cultures
