Get Clear Advance Exercise

Manage to Lead:

7 Truths to Help You Change the World

Topic 1: WWW Exercise

Premise Points

TRUTH

A business exists to solve a problem for a customer.

ACTION

Align leaders on WHAT their business provides to WHO and WHY customers pay them for it.

Exercise

'WHAT

PART 1: GET CLEAR

Read and reflect on GET CLEAR background in this IntelliVen post and/or watch the short video above.

PART 2: WWW

Fill-out and submit the WHAT-WHO-WHY template for your organization. IntelliVen will return to you a copy of what you submit. Bring it to our Program Overview Workshop so you can incorporate what you learn during our session.

More from IntelliVen

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It is so valuable to 1) reflect, review, and create a structured way to clarify your business 2) think before making changes and know your end goal 3) talk to your team/ open up lines of communication as much as possible 4) find support as a leader in people doing what you're doing, such as our outside executive today!!!

— Leah Dunne, Mingle

Questions about getting started? Drop us a line.

Blog

Blog

Learn to develop leaders, teams, and organizations that perform to their potential.

WORK FROM HOME PRACTICES THAT WORK

By Ian Sander

With COVID-19 driving so many to work remotely, we want to share tips and best practices collected from having worked remotely almost exclusively over the past few years as well as from recent research. Our goal is to maintain high performance for members of our community while fostering safe, productive, and sustainable working conditions for … Continue reading WORK FROM HOME PRACTICES THAT WORK

The importance of executive leadership team meetings and how to run them

By Eric Palmer

Executive Leadership Team meetings are critical to a business achieving scale. Even with infinite grit, determination, drive, and brilliance, leadership responsibilities must eventually be assigned such that a system to keep things coming together for collective leadership attention is required.

Tips to consultants helping organization leaders create THEIR WHAT-WHO-WHY

By Eric Palmer

Before leaders set out to change their organization, it helps to be ready to change. To get ready to change, leaders should be clear about their organization as it currently exists. A good place for them to start is with their organization’s purpose. The purpose of an organization is to solve a problem for a … Continue reading Tips to consultants helping organization leaders create THEIR WHAT-WHO-WHY

Long-time IntelliVen Client Enrolls Five Teams in Exclusive Manage to Lead Immersion Program Cohort

By Peter DiGiammarino

A Washington DC based management consulting firm that helps organizations experiencing disruption to set their strategy and then align their culture with that strategy to achieve breakthrough performance improvement has chosen Manage to Lead as a foundational component of their leadership development and client delivery methodology.

Former student named one of 100 fastest growing inner-city businesses

By Peter DiGiammarino

We are humbled and honored to be a part of Pete Merzbacher’s journey and for his kind words towards me and the IntelliVen team.

How to get a rogue team member back on board without drama or disruption

By Peter DiGiammarino

Every leader eventually finds they have a toxic executive team member who behaves poorly, spreads discontent, or otherwise goes off track and holds the core leadership team, and the organization, hostage indefinitely.  As the leader, it is up to you to do something, but you avoid confronting the offender perhaps because you are averse to … Continue reading How to get a rogue team member back on board without drama or disruption

Case Study: Cracking the Execution Code at Compusearch Software Systems

By Peter DiGiammarino

Compusearch had always been an innovative company but operations needed to mature. Here’s the story behind how the management team, working with The Carlyle Group and IntelliVen, got clear, aligned, and grew to be sold for ~4X invested capital in 5 years.

How to increase the odds of success with a strategic acquisition or alliance

By Peter DiGiammarino

Posted 6/10/2012, Updated 9/19/2019 Most acquisitions and alliances severely underperform relative to expectations set at the time of their inception.  No matter how great they look on paper, it is always a lot harder to make things come out anywhere near where they were meant to be than it seemed at the start.  Fortunately, based … Continue reading How to increase the odds of success with a strategic acquisition or alliance

Transition Plan for CEOs

By Peter DiGiammarino

What To Do Between Your Exit and Next Position We wrote a post about how to make a graceful exit (especially when it’s involuntary) that explored what steps to take when leaving your position. This post is the follow-up that dives into how to identify, assess, and consolidate lessons learned to find the right next … Continue reading Transition Plan for CEOs

How Top CEOs Manage Their Time

By Peter DiGiammarino

Time Management for Leaders and Aspiring Leaders After reviewing the draft news release announcing my latest promotion (many years back) and offering her congratulations, our press agent exclaimed with some dismay that: “…now you’ll have even LESS time than ever!” I remember remarking smartly in reply that she was wrong, and that I still had … Continue reading How Top CEOs Manage Their Time

WORK FROM HOME PRACTICES THAT WORK

By Ian Sander | March 11, 2020

With COVID-19 driving so many to work remotely, we want to share tips and best practices collected from having worked remotely almost exclusively over the past few years as well as from recent research. Our goal is to maintain high performance for members of our community while fostering safe, productive, and sustainable working conditions for … Continue reading WORK FROM HOME PRACTICES THAT WORK

The importance of executive leadership team meetings and how to run them

By Eric Palmer | March 3, 2020

Executive Leadership Team meetings are critical to a business achieving scale. Even with infinite grit, determination, drive, and brilliance, leadership responsibilities must eventually be assigned such that a system to keep things coming together for collective leadership attention is required.

WHAT WHO WHY

Tips to consultants helping organization leaders create THEIR WHAT-WHO-WHY

By Eric Palmer | February 23, 2020

Before leaders set out to change their organization, it helps to be ready to change. To get ready to change, leaders should be clear about their organization as it currently exists. A good place for them to start is with their organization’s purpose. The purpose of an organization is to solve a problem for a … Continue reading Tips to consultants helping organization leaders create THEIR WHAT-WHO-WHY

manage to lead program cohort

Long-time IntelliVen Client Enrolls Five Teams in Exclusive Manage to Lead Immersion Program Cohort

By Peter DiGiammarino | February 14, 2020

A Washington DC based management consulting firm that helps organizations experiencing disruption to set their strategy and then align their culture with that strategy to achieve breakthrough performance improvement has chosen Manage to Lead as a foundational component of their leadership development and client delivery methodology.

pete

Former student named one of 100 fastest growing inner-city businesses

By Peter DiGiammarino | February 3, 2020

We are humbled and honored to be a part of Pete Merzbacher’s journey and for his kind words towards me and the IntelliVen team.

How to get a rogue team member back on board without drama or disruption

By Peter DiGiammarino | January 7, 2020

Every leader eventually finds they have a toxic executive team member who behaves poorly, spreads discontent, or otherwise goes off track and holds the core leadership team, and the organization, hostage indefinitely.  As the leader, it is up to you to do something, but you avoid confronting the offender perhaps because you are averse to … Continue reading How to get a rogue team member back on board without drama or disruption

cracking the execution code at compusearch software systems (1)

Case Study: Cracking the Execution Code at Compusearch Software Systems

By Peter DiGiammarino | December 3, 2019

Compusearch had always been an innovative company but operations needed to mature. Here’s the story behind how the management team, working with The Carlyle Group and IntelliVen, got clear, aligned, and grew to be sold for ~4X invested capital in 5 years.

STRATEGIC ACQUISITION OR ALLIANCE

How to increase the odds of success with a strategic acquisition or alliance

By Peter DiGiammarino | September 19, 2019

Posted 6/10/2012, Updated 9/19/2019 Most acquisitions and alliances severely underperform relative to expectations set at the time of their inception.  No matter how great they look on paper, it is always a lot harder to make things come out anywhere near where they were meant to be than it seemed at the start.  Fortunately, based … Continue reading How to increase the odds of success with a strategic acquisition or alliance

make a graceful exit - transition plan for ceos

Transition Plan for CEOs

By Peter DiGiammarino | August 29, 2019

What To Do Between Your Exit and Next Position We wrote a post about how to make a graceful exit (especially when it’s involuntary) that explored what steps to take when leaving your position. This post is the follow-up that dives into how to identify, assess, and consolidate lessons learned to find the right next … Continue reading Transition Plan for CEOs

How Top CEOs Manage Their Time

How Top CEOs Manage Their Time

By Peter DiGiammarino | April 22, 2019

Time Management for Leaders and Aspiring Leaders After reviewing the draft news release announcing my latest promotion (many years back) and offering her congratulations, our press agent exclaimed with some dismay that: “…now you’ll have even LESS time than ever!” I remember remarking smartly in reply that she was wrong, and that I still had … Continue reading How Top CEOs Manage Their Time

how to prepare for high stakes events

How to Prepare for High-Stakes Events

By Peter DiGiammarino | April 8, 2019

Success favors the prepared! When the stakes are high, there is no substitute for getting so ready that your odds of success go way up, even if what was planned never happens.

stages of organization

Five Stages of Organization Evolution and Key Characteristics and Concerns at Each Stage

By Peter DiGiammarino | November 6, 2018

Organizations almost always progress through five more-or-less well-defined evolutionary growth stages: Concept Startup Credible Sustainable Mature. The Five Stages of Organization The five stages of organization are defined by key characteristics, operating agenda, economics, and key concerns as summarized below. Concept Stage A new organization starts out as an idea, or Concept. A bona fide … Continue reading Five Stages of Organization Evolution and Key Characteristics and Concerns at Each Stage

Clients

CLIENTS

We provide leaders with a consistent point of accountability, focus, and access to resources.

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    "The lessons and advice here have helped shape the leader that I am in my business and the successful culture of our organization."

    "A must-have in the toolkit for change agents."

    "Draws many of his examples from technology companies and in doing so, provides a book that will only increase in value as our economy becomes more technological."

    "I recommend this book for any one in a leadership position, from running a small team to being the CEO of a global enterprise."

    Acumen Solutions

    Now a $200 MM management and technology consulting firm. IntelliVen principals worked with Acumen Solutions CEO to build new practice areas and expand the company’s … Continue reading Acumen Solutions

    Aquilent

    A $20 MM government IT services firm. IntelliVen principals served as President and Senior Vice President, guiding management through its buyout from Commerce One, a … Continue reading Aquilent

    Article One Partners

    Advise CEO and conduct executive sessions with the top management to align growth vision with start-up phase of this patent research technology provider. In-sourced full-time … Continue reading Article One Partners

    Augmented Reality Inc.

    Augmented Reality Inc.  provides off-the-shelf and customized Augmented Reality based solutions to industrial organizations for skilled trades personnel requiring real time task support to do … Continue reading Augmented Reality Inc.

    Author-IT

    Help this early stage start-up learn and implement a leadership and management framework based on Manage to Lead in order to perform and grow to their … Continue reading Author-IT

    BathSimple

    IntelliVen helped us assess the capability of our top team relative to our needs and then find and bring on professionals who will help us perform and grow.

    Buchanan & Edwards

    IntelliVen helped our sub-$10M services firm get on track to consistently perform and grow to $70M and now on track to over $100M!

    City of Lethbridge Recreation and Culture

    Leaders of the Lethbridge, Alberta, Canada Parks and Recreation department participated in a leadership team skill mix assessment to determine their opportunities for growth as … Continue reading City of Lethbridge Recreation and Culture

    Command Information

    Retained by Carlyle Group, Novak Biddle and Palladin consortium to step-in as CEO and stabilize failed venture, exit space leases, reset bank terms, implement governance, … Continue reading Command Information

    Commonwealth Honors College

    Helped lead the effort to transform the University of Massachusetts Honors Program into a full-fledged college. Continue to provide guidance as a founding board member and … Continue reading Commonwealth Honors College

    Compusearch

    Led Carlyle Group due diligence and $55 M financing from introduction to successful close in just six weeks. Guided new and existing management team as … Continue reading Compusearch

    Compusult

    Serve as one of three outside directors, in the role of Chairman, for the foreign-owned subsidiary of Compusult Limited under a Special Security Agreement with the … Continue reading Compusult

    Embarcadero Partners

    Everyone agreed that our Executive Session to review our W-W-W and Solution Architecture was a fruitful discussion.

    ethosDC

    Working with Intelliven gave us the guidance and confidence we needed to succeed!

    Evolver

    Helped recruit, on-board, and launch new CEO, rationalize existing operations, set up performance metrics, governance process, and over-site guidance to deliver on existing contracts, prepare … Continue reading Evolver

    FI Consulting

    IntelliVen has helped us mature all segments of our business to become more disciplined about planning, measuring, and achieving growth.

    Fonteva

    Working with CEO and top team to codify the company’s annual financial plan and to hold the team accountable to performance against plan through monthly review … Continue reading Fonteva

    FundsFlo

    IntelliVen chairs quarterly board sessions and provides operating guidance.

    Gemcom

    Organization A private equity owned $50M software firm based in Vancouver, CN with offices in London, Melbourne, South Africa, and Chile. Customers are responsible for … Continue reading Gemcom

    Global Skills Exchange

    Brought in by founder/owner/CEO to help professionalize operations. Upgraded financials to accrual accounting, implemented financial planning and monthly management and control, incentive program, and client account … Continue reading Global Skills Exchange

    GoCar Tours

    Serve as Accountability Board and advisers to CEO, Executive Team, and Finance Leader.

    Hawaiian Airlines

    Facilitated two-day executive off-site for the CEO and his top team of six to set the context (present state, case for change, target state, initiatives, … Continue reading Hawaiian Airlines

    Intwine

    An emerging IT services firm that targeted financial companies. IntelliVen CEO served as part-time COO to establish the infrastructure the company needed for its next … Continue reading Intwine

    InventionShare

    Helped set focus and strategy to start up the company.

    Kids Acting Out

    Organized college students to work with under-resourced middle school children to develop life skills through participation in producing a full-scale production play.

    Kiva

    Advise CEO and top team of 200-person San Francisco-based micro-finance market provider described as “the hottest non-profit on the planet” by FORTUNE and a Top-50 … Continue reading Kiva

    M31USA

    His perspective on innovative leadership, and the seven truths he has identified were a turning point for our participants.

    Milestone Communications

    Milestone Communications is the leading developer of wireless infrastructure in partnership with school, government and utility landowners, enabling them to direct millions of dollars annually … Continue reading Milestone Communications

    MovieComm

    MovieComm has digital rights to thousands of popular movie clips from leading production companies. The company’s SaaS platform allows leaders to package an important message … Continue reading MovieComm

    Netcito

    Not only are we supported with great advice but also connections and resources.

    Nexus Health

    One World Youth Project

    PeopleStretch

    Plural

    Helped ~$20M high-tech services firm operating in locations across the US to develop staffing processes, solutions, and operating rigor. Sold to Dell.

    ReachSolutions

    Help CEO/Founder of this management consultancy define and deliver annual strategic planning workshops and solution architecture development and market penetration strategies.

    Reico

    Communication throughout the organization has increased tremendously as work groups explore solutions together, gather additional input from their colleagues and report out their findings. This side benefit teaches everyone in the company that the best results and action happens when everyone is working together.

    Renaissance Leadership

    A world-class talent and talent advisory services firm with offices in Silicon Valley and London invited us to lead a workshop to introduce a framework for … Continue reading Renaissance Leadership

    RISE Yoga for Youth

    RISE provides Yoga and wellness education to over 1200 Bay Area youth in 15 locations. The top team is expanding and learning to scale. For … Continue reading RISE Yoga for Youth

    ROI2

    Serve on the board of this startup provider of market intelligence on key opinion leaders to pharmaceutical companies preparing to launch new drugs. Help founder … Continue reading ROI2

    SiloSmashers

    SmartSparrow

    Smart Sparrow (SPR) is a SAAS company providing a learning design platform that enables users to create rich, interactive and adaptive learning and training courseware. … Continue reading SmartSparrow

    Softonic

    Helped the CEO to prepare for and lead a two-day leadership team offsite in Barcelona, Spain. The 200-person organization sought help aligning leadership team of 15 to … Continue reading Softonic

    SparkPR

    Spark helps global technology companies as well as startups achieve their business objectives through communications programs and services, including Bing Travel, Electronic Arts, Visa, Verizon, … Continue reading SparkPR

    Summit Executive Resources

    Chaired quarterly executive sessions with CEO and top team of this early stage organization that top high-tech CEO’s and COO’s retain to help find their next … Continue reading Summit Executive Resources

    Teardrops to Rainbows

    Provided advice and coaching to founder and CEO of organization that grew from a handful to hundreds of people contributing hundreds of thousands of dollars … Continue reading Teardrops to Rainbows

    The Carlyle Group

    Led Carlyle Group due diligence and financing of Compusearch from introduction to successful close in just six weeks. Guided new and existing management team as … Continue reading The Carlyle Group

    The Revolutionary Club

    Helped the founder/CEO of this coaching service targeting rising career women who also seek career happiness.

    THRUUE

    Helped CEO of early stage strategy consulting and development firm arrange preferred terms on a  major new contract; in-sourced part-time operating officer who will be … Continue reading THRUUE

    Touchstone

    A fast growing management consulting firm providing change management and organization development services to federal government lenders. Over five years, IntelliVen principals helped the firm’s … Continue reading Touchstone

    Ventera

    IntelliVen chairs quarterly board sessions and provides operating guidance through in-line placement of an experienced operating executive two to three days per week. Assistance with … Continue reading Ventera

    Resources

    Resources

    Providers of complementary business services we know and trust.

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    Summit Executive Resources

    For over ten years, Summit Executive Resources has been disrupting the retained executive search industry — and improving how C-level executives advance their careers or access to board directorship opportunities.

    Unlike traditional search, they represent the executive — much like the way a sports agent represents a star athlete. Their model works by connecting our clients with the hiring companies, boards of directors, and private equity and venture capital firms that need their leadership.

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    Smack Happy Design

    Smack Happy Design is a custom website solutions firm whose goal is to make your life easier. Smack Happy combines design, usability, and marketing experience to provide your complete online solution from the website, to social media, to search engine optimization and content creation. They're responsive and supportive, and ready to help you generate more business and create raving fans. "Every single person on our team wants to see your website succeed. We truly care about the quality of our work, and our relationship with you—and we think that goes a long way."

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    WinBiz Proposals

    WinBiz Proposals helps small to mid-sized government contractors win more RFPs by supporting the entire life-cycle of proposal development: strategy, pricing, management, writing, graphics, production, and orals coaching. Whether you need a fully outsourced team or a few key resources, WinBiz Proposals has the tools and talent to help you grow.

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    CEOExchange

    Peer group for venture-backed CEOs and their organizations. Annual cycle helps with strategic planning and continuous performance monitoring and reporting against plan.
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    Clearsight Advisors

    Investment banking.principles led acquisition and sale of Compusearch for PeterD and The Carlyle Group. Strong connections into both financial and strategic buyers and lenders.
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    Mason Companies

    Personal and business financial advisers. Best in class financial and tax planning, investment management, funds management. Have saved and made millions for IntelliVen principles and clients.
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    SackLaw

    Corporate and employment legal services. Go-to help with all forms of corporate, employment, and intellectual property contracts and planning for early stage ventures.  Helped IntelliVen principles and clients arrange employment terms and to manage for optimal results in the face of mergers and acquisitions.
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    BusinessBecause

    Publishes people-focused stories and provides information on choosing a business school and finding a job.
    netcito new logo

    Netcito

    Forms, develops, and supports CEO peer groups for early stage entrepreneurs.
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    ReachSolutions

    Management consultancy that helps organizations design and implement strategic planning processes, solution architectures, and market penetration initiatives.
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    Summit Executive Resources

    Top high-tech CEO’s and COO’s retain SER to help find their next position or a board seat faster, with better terms, and with higher odds of a better result. Provide a consistent point of accountability and help with organization and executive focus, and access to resources.
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    Talent Sync

    Helps organizations assess and develop systems and processes to find, attract, hire, onboard, develop, deploy, and retain top talent.
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    Renaissance Executive Forums

    CEO peer groups led by Lee Self.  Several Greater Washington, DC Executive Forum members also engage in IntelliVen advisory board services, finding them to be complimentary experiences. Trusted relationships with other successful small/midsize business owners, presidents and CEOs.
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    People Stretch Solutions

    Experts in leading sales transformations and driving sustained revenue growth for mid market companies.  Provide executive and sales leadership uncommon insight in regards to sales and executive performance.  Assist sales leadership in redefining sales excellence through strategic advisory, sales coaching, sales training and sales process optimization.
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    MovieComm

    Leaders use our SaaS platform to integrate and distribute Hollywood movie clips with their messages in a short, entertaining, and memorable way to compel employees, customers, and prospects to have superior engagement and better performance.
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    Mark Bronfman and the BOLD Value Team

    Private wealth advisory services for owners and boards of private companies. Specializing in executive compensation, equity strategies, and exit & legacy planning to achieve strategic business outcomes spanning the arc of succession, benefits and wealth management.
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    Flevy

    Flevy is the online marketplace for management consulting documents, such as business frameworks and methodologies, presentation templates, financial models. Business frameworks are in-depth business training guides; the very same as those used by top global consulting firms who help Fortune 500 companies.
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    Law Clips

    Law Clips provides quick answer to various questions plaguing today’s employer. The content is presented via blog posts, audio recordings and video recordings (to come). Law Clips is employment law simplified.
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    CommCore

    CommCore is a strategic communications consulting firm that specializes in Media Training, and Crisis Preparation, Response, and Simulations. Founded and run by Andrew Gilman, who advised Johnson & Johnson during the Tylenol crisis. CommCore’s PressureTest Simulation was profiled in the NY Times.
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    WinBiz

    WinBiz Proposals helps small to mid-sized government contractors win more RFPs by supporting the entire life-cycle of proposal development: strategy, pricing, management, writing, graphics, production, and orals coaching. Whether you need a fully outsourced team or a few key resources, WinBiz Proposals has the tools and talent to help you grow.
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    Hodge, Hart & Schleifer, Inc.

    Hodge, Hart & Schleifer, Inc. provides Employee Benefits, Insurance & Risk Management guidance, and solutions to mid-market businesses.  Our unique strategic risk management process (SRM 365™) allows us to identify, understand, implement and monitor benefit, insurance and risk management strategies. Please contact Michael Hodge for more information.
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    Smack Happy Design

    Smack Happy Design is a custom website solutions firm whose goal is to make your life easier. Smack Happy combines design, usability, and marketing experience to provide your complete online solution from the website, to social media, to search engine optimization and content creation. They’re responsive and supportive, and ready to help you generate more business and create … Continue reading Smack Happy Design →
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    Carr Communications Inc.

    We help you tell clear, compelling stories. Go beyond technology and product bragging rights. To engage the people who matter in your market, tell a story that reflects their hopes, fears, and everyday challenges. Let them see themselves as the heroes and you as their guide to success.

    Intelligent Strategies. Successful Ventures.

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