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Tools and thinking on the human factor.

A growing library of articles, guides, and downloadable tools. Public resources are open to everyone. Client resources require sign-in and are watermarked per user.

Public library

Free resources — no sign-in required.

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Checklist

The termination meeting checklist.

Twelve things to have in place before the meeting starts. Built from 35,000 hours of hands on experience.

PDF · 2 pages
Candidate & Client libraries

Watermarked, view-only resource libraries — coming soon.

Active candidates and engaged clients will have secure access to engagement workbooks, executive-coaching frameworks, custom assessments, and program-specific tools. While the portals are in development, materials are delivered directly via secure email.

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Candidate library — coming soon

Executive Coaching Intake Workbook

Self-assessment and goal-setting workbook used in the first coaching session. Will be delivered through the Candidate Portal.

PDF · view-only · watermarked at launch
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Candidate library — coming soon

Outplacement Participant Toolkit

The full toolkit provided to outplacement participants. Will be delivered through the Candidate Portal.

PDF · view-only · watermarked at launch
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Client library — coming soon

Engagement Survey Results Templates

Leadership-facing report templates and discussion guides. Will be delivered through the Client Portal.

PDF · view-only · watermarked at launch
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Client library — coming soon

Succession Planning Framework

The full identification, development, and transition framework. Will be delivered through the Client Portal.

PDF · view-only · watermarked at launch

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