STRATEGY • GROWTH • TALENT • OPERATIONS • M&A
Bench Strength & Succession Readiness Engagement
Leadership Diligence for Investors
For Investors: Family Office, VC, PE Operating Partners
You need visibility and quantifiable recon into leadership risk ahead of transitions.
You care about:
- Where is the flight risk on the leadership team?
- What leadership execution or competency gaps exist?
- What cultural transition risks are present?
- How will leadership and talent overall impact the business operationally, financially, before and after a transition?
Leadership Performance Enablement for Operators
For Operators: CEO, CHRO, President, COO, Functional Leaders
You need transparent, quantifiable leadership competency while the business is running at full speed.
You care about:
- Leaders are capable of delivering on business strategy and their department & personal objectives.
- Your Bench is strong enough to handle planned and unplanned leadership departures.
- Your succession plan isn't just in a slide deck - it's documented, measured, and on track.
The System: How it Works
Data Driven Diagnostics
Data Driven Diagnostics
Data Driven Diagnostics
O-T-A-R is the foundation for the Bench Strength & Succession Planning Engagement. It integrates:
- Business strategic objectives: where growth and complexity are headed
- Organizational structure diagnostics: Org chart, span of control, overload risk, single-point-of-failure roles
- Role clarity and accountability: decision rights, ownership, execution constraints
- Leader & Team Diagnostics: tools including 360 feedback, DISC, Lominger, and more
Outcome: a synthesized, clear, objective view of leadership readiness, bench strength, and succession coverage.
Succession Planning
Data Driven Diagnostics
Data Driven Diagnostics
BenchBuilt turns OTAR insight into action. It installs a practical bench strength and succession planning and tracking system that stays current through growth, transition, and change.
BenchBuilt™ includes:
- Critical role identification: today and the next phase of the business
- Successor mapping: coverage, gaps, and readiness timelines
- Development paths: leader specific, objectives driven
- Planned and unplanned scenarios: scenario and contingency mapping
Outcome: a living, trackable, visual system, not a static succession deck.
Coaching & Development
Data Driven Diagnostics
Coaching & Development
FORGE is a business-aligned developmental framework designed to strengthen judgment, improve execution, and accelerate leadership. It applies to:
- First-time executives
- High-potential successors
- Leaders in stretch or transition roles
- Post-acquisition integration leaders
Coaching is:
- Role-specific
- Execution-focused
- Positioned as support and enablement—not remediation
Outcome: Leaders that are continuously improving and ready for current and future roles.