Executives in Transition  

All Executives find themselves in a “career transition” from time to time.  For example: 

• A new role within their firm or organisation 
• Change of employer 
• Change of career direction 
• Redundancy 
• Retirement 

Each transition is as unique as the person it affects.  Each provides its own challenges and demands its own action plan in order to ensure the most positive outcome.  Issues may include questions such as: 

• How will my success be judged in my new role? 
• How can I be most successful? 
• How can I ensure that my experience with new firm will be positive and successful? 
• What next?  How do I start….? 
• There must be more to life than this…  What is my purpose here? 
• How can I make the maximum positive difference in….? 

Recognising that no two Transitions are alike, we have developed a graduated, modular approach that allows Executives to choose the support package they feel best fits their needs.   

How does it work? 

We start with a questionnaire that seeks to clarify the real issues to be addressed.  A key element is to highlight what really drives the Executive at a deep emotional level.  It also drives an examination of factors that represent “success” for the individual, whether these are specific outcomes or more nebulous “feelings”.  A Financial Review template is included. 

The completed Questionnaire is reviewed within our team.  That review is followed by a 45 minute telephone meeting with the Executive in order to  

• provide feedback (also sent to the Executive in writing prior to the meeting) 
• develop an initial action plan and  
• determine what additional support / interventions may be appropriate. 

What else is available? 

• Psychometrics, career preference and aptitude tests (examples – DISC, Myers Briggs, OPQ, Career Anchors, Glowinkowski GMI/ GPI) 
• CV Preparation and review 
• Self-leadership: introduction to our planning process:  action plan development and implementation 
• Ongoing coaching 
• Financial review.  (We provide as part of the initial consultation a questionnaire to facilitate an understanding of your position and raise appropriate questions.  Financial advice should then be provided by an Independent Financial Adviser.) 
• Self-employment / starting a business:  
• • Aptitude/ attitude testing:  
  • Business plan development and testing 
• Introduction to non-executive directorship roles 
• Workshops: 
• • Interim Management 
  • Becoming an independent Consultant