Team Leadership
Programs

When high-performing employees advance into mid-level team leadership roles, they need a different skill set: developing junior talent, delegating effectively, giving useful feedback, and managing their time strategically while leveraging A.I. to work most efficiently. By structuring as a cohort, the program provides a cohesive, supportive, small-group experience with peers facing similar challenges who can share strategies on an ongoing basis. The goal is for your leaders to feel more skilled and confident in building an effective, efficient team, in order to spend their time on the highest-value work for themselves and for the organization.

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  • For Participants

    • Increased leadership skills and confidence

    • More efficient teams with less frustration

    • More time spent on highest-value work/strategic thinking

  • For Managers

    • Higher team performance

    • Increased collaboration

    • Clearer communication

  • For Organizations

    • Increased employee engagement

    • Build internal networks

    • Model effective management to junior talent

- CORE TRAINING

“Leading and Empowering High-Performing Teams”

We blend three group modules with individual laser coaching to teach core frameworks then troubleshoot implementation. This delivers support exactly where it’s needed in an economical package designed to serve your firm’s up-and-coming leaders.

    • Leadership as a collection of habits, consisting of mindsets and behaviors

    • Establishing a leadership mindset that all great managers are coaches and mentors

    • Incorporating empathy when leading and developing others

    • Best practices for launching and leading the most effective teams and processes

    • Delegating effectively: communicating clearly and letting go

    • Diagnosing and solving for delegation "fails"

    • Defining feedback as guidance towards greatness, consisting of praise and criticism

    • Exploring the ideal mix of positive vs. developmental feedback when motivating others

    • Practical frameworks for giving, soliciting, and processing feedback (Radical Candor, Situation/Behavior/Impact)

    • Tailoring feedback to the individual and delivering it continuously

    • Why the "feedback sandwich" doesn't work and what to do instead

    • Eisenhower Matrix: making the distinction between Urgent and Important

    • Being intentional and strategic about using your time

    • Carving out (and protecting) time for your highest-value work

    • Productive habits, including time blocking, task batching, and weekly review

    • "Designing" an ideal week that maximizes your impact

This program includes:

Live, Cohort-Based Coaching
3x two-hour, in-person group coaching modules that teach best practices and research-backed frameworks for delegation, feedback, personal productivity and time management.

1:1 Laser Coaching
30-minute 1:1 laser coaching between modules allows participants to address challenges unique to their role in a confidential setting with an expert coach.

Targeted Resources
On-demand, up-to-date research on best practices and frameworks expands learning outside of our sessions.

Communications Support
Get buy-in from participants with sample communications you can customize.

Data Collection
We survey participants before, during, and after the engagement to target content to their unique concerns and measure post-program ROI.

Recommendations
As your strategic partner, we’ll present a comprehensive end-of-program report outlining the group's overall themes and our recommendations for the next steps.

- sample program timeline -
- MULTIPLE LEVELS, ONE LANGUAGE

Bridge Programs

Bridge programs supplement mid-level training by offering single-session workshops for the colleagues with whom mid-level leaders constantly interact.

  • As your leaders advance and their role or team changes, Senior Leader Refreshes create management cohesion within your organization.

    Sample focuses include:

    • Giving and soliciting feedback as a senior leader

    • Clarifying their work styles and expectations, enabling mid-level colleagues to manage up better

    • Best practices for giving performance reviews

  • With foundational team-effectiveness skills, junior team members more proactively solicit and implement feedback, run with delegated tasks, and successfully manage up, making their manager's lives easier.

    Sample focuses include:

    • How to proactively solicit and implement developmental feedback

    • Managing up effectively and adapting to different communication styles

    • Habits to form now to prepare for the next level

Client Results

  • “I've learned that managing and mentoring others is not something to take lightly; it is an area that requires constant thought and time to be done properly. I've learned to develop my brand and what I want to accomplish as a middle manager and structured my approach with my associates to align with my brand.”

    Vice President, Private Debt

  • “The training has led to me being able to manage my workload, which has been hectic over the last month, along with bringing the new team member up to speed. I realized that for the most efficient process, I needed to get him more aligned with the work product that my greater team was used to. Delegating more to my other team members has lowered stress levels, as the workload feels more manageable.” 

    Director, Private Equity

  • “I found both the group and laser coaching extremely helpful. The group session is great for highlighting topics and concepts that I may not have previously been thinking about. The laser coaching session is a great way to dive deep into particular situations and better understand how to implement them. Specifically, there were a few situations I was able to run through with my coach and discuss what would have been a "better" response and action in that scenario.”

    Principal, Private Equity

  • “Direct feedback is something that I was never as good at providing, and I have made an effort to do more of this in real-time. The feedback from the team was positive, even if the direct feedback was constructive criticism.”

    Director, Real Estate

  • “Taking a step back and setting aside time to think about the 'why' in your career is crucial to determining next steps. It doesn't always need to be a giant five-year plan; it can be small steps leading to overall growth.”

    Senior Associate, Private Equity

  • “Many new topics were discussed that I had not previously considered. A lot of career navigation is focused on the next title; this walked through a more holistic approach to development and growth.”

    Senior Associate, Private Equity

- FAQ

Questions our clients often ask

  • Yes. While the complete program is most effective, many clients have booked 1-2 modules as part of a larger program or rolled out individual modules in different departments across a firm.

  • While we can offer a 90-minute version if necessary, the full two-hour session is more interactive with more time for discussion and breakout work.

  • The Laser Coaching ensures application of what’s learned in group sessions. It provides both accountability and targeted implementation to each individual’s unique role and concerns. It is also a space where questions people may not feel comfortable asking in the larger group can be asked.

  • Yes. We tailor this for Associates from the point of view of excelling at delegated work and soliciting and implementing feedback.

  • Our recommended cadence is for each piece of the program to be spaced around three weeks apart to give participants time to test and troubleshoot new practices, for a total program timeline of four months from start to finish.

  • Absolutely. We will work with you on “naming and framing” — the best title, program description, and internal messaging for your group.

  • It depends on your goals. Blending departments can be great for cross-firm collaboration. Depending on the population, deal teams may be better run separately from ops teams due to structural differences

  • We find the training is most effective in smaller groups, so we recommend offering multiple cohorts across the firm (i.e. by department, by level) so that the content can be tailored while rolling out the same common language firm-wide.

Explore Our Services

  • Executive Coaching

    Results-driven 1:1 coaching that develops the skills, mindsets, and habits that make leaders exceptional.

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  • Parental Transition Coaching

    For expectant parents and their managers navigating the time before, during, and after parental leave.

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  • Team Leadership Programs

    Cohort programs that help mid-level leaders build a practical plan for managing (down and up).

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  • Mentorship & Sponsorship

    Equips both mentors and mentees with the skills that make these relationships truly impactful.

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  • Skills Training & Keynotes

    Group workshops built on proven frameworks and designed for immediate application, not abstract theory.

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  • Women's Programs

    Tailored programming to build skills and cultivate community, strengthening your pipeline of women leaders.

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