LEADERSHIP OPTIMIZATION · A FWD SOLUTIONS ENGAGEMENT
Build the Leadership That Builds the Mission.
When your organization stops growing, the lid is usually on the leadership, not the mission. Leadership Optimization gives executive directors, heads of school, and boards the assessment, training, and coaching to lift the lid and lead the next chapter.
A three-session leadership development program combined with behavioral assessments and 1:1 coaching.
Two Components, Built to Work Together.
Leadership doesn't change in a workshop. It changes through assessment, training, and ongoing coaching that reinforce each other.
Executive Director & Board Training
A 3-session format for leadership teams and boards.
Built for ED-board pairs and full leadership teams. A focused three-session curriculum that aligns leaders around governance, strategy, and execution.
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Session 1 — Foundations: Role clarity, governance principles, board-staff partnership.
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Session 2 — Strategy & Stewardship: Strategic oversight, financial accountability, mission integrity.
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Session 3 — Execution & Activation: Decision-making rhythms, conflict navigation, succession thinking.
Delivered in-person or hybrid · 6–8 weeks total
Assessment Tools + Coaching Sessions
Behavioral assessment paired with ongoing 1:1 coaching.
Every leader takes a DISC behavioral assessment and reviews the results in 1:1 coaching with Dr. Jones. Coaching continues monthly to apply insights to real leadership decisions.
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DISC Assessment: Individual report + composite team map.
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Assessment Debrief: 90-minute session to translate results into real-world action.
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Monthly Coaching: Two 60-minute 1:1 sessions per month.
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Between Sessions: Voxer/text access for decisions that can't wait.
Delivered in-person or hybrid · 6–8 weeks total
Assessment + Training + Coaching = Transformation
Most leadership development fails because it's a one-time event. Real growth requires a loop: measure, train, apply, reinforce, repeat.
Leadership Optimization Is the Right Engagement If…
Your organization has hit a growth ceiling and you suspect the lid is leadership capacity
You're a first-time ED or head of school carrying decisions you didn't train for
Your board and executive director need to operate in clearer partnership
Your leadership team has communication friction that's slowing decisions
You're navigating a leadership transition — incoming, outgoing, or interim
The Investment.
Leadership Optimization is scoped to team size and engagement length. Most organizations engage both components together; some begin with the 3-session training and add coaching after.
Available as a standalone engagement or as part of the Fractional COO Retainer.
Typical Engagement:
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DISC assessments for all participants
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Individual + composite team reports
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3-session leadership training
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Half-day assessment debrief workshop
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Monthly 1:1 coaching (6-month minimum)
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Between-session text/voice access
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Quarterly leadership review
Ready to Lift the Lid?
A 30-minute Discovery Call is the first step. We'll talk about where leadership feels stuck and recommend the right starting point.