Executive Advisory & Leadership Development

Q: Leadership Team Realignment (3 Sessions)

A growing company brought Tracy in after a Five Behaviors workshop revealed deeper trust and accountability issues. Over three follow-up sessions, Tracy helped the team address the real dynamics at play and establish clearer expectations and communication norms.

When Organizations Bring In Executive Advisors

Common situations where leadership teams work with Tracy:

Leadership team friction or misalignment

Your team isn't aligned on priorities, communication is breaking down, or trust is eroding.

Navigating a leadership transition

A key leader is leaving, you're promoting from within, or you're bringing in new leadership.

Hiring or assessing leadership talent

You're making a critical hire and can't afford to get it wrong.

Accountability isn't holding

You need structures and language to make accountability clearer and more consistent.

Growth has exposed operational gaps

What worked at 20 people isn't working at 100 and you need to strengthen how leadership operates at this new stage.

Strategic planning or realignment

You're setting direction and need facilitation to ensure your leadership team is truly aligned.

Conflict or difficult conversations

You need someone who can help navigate it constructively without blame or avoidance.

Team performance and dynamics

You need diagnostics to understand how people think, what drives them, and where misalignment is coming from.

Working Alongside Your Leadership Team To Solve Your Most Pressing Challenges

Tracy works alongside your team to solve the specific problem you're facing — then steps back when you’re ready, enabling your team to excel with new tools and insight.

What this looks like in practice:

Diagnostics and debriefs: Run assessments to understand how your leaders think, what motivates them, and how they show up under pressure. Use that insight to address misalignment, improve communication, and make smarter talent decisions.
Workshops and facilitation: Lead your leadership team through structured sessions on accountability, team dynamics, conflict resolution, or strategic alignment.
Strategic counsel and problem-solving: Work through a specific challenge with Tracy — whether it's a hiring decision, an accountability issue, a transition plan, or a difficult conversation. Get the outside perspective and expertise you need to move forward.
Leadership team alignment: Facilitate sessions to ensure your team is aligned on priorities, expectations, and how you operate together. Address friction before it becomes a bigger problem.
Role clarity and benchmarking: Define what success actually looks like in a leadership role before you hire, promote, or develop someone into it. Make talent decisions grounded in data, not guesswork.

Diagnostics & Assessments

These tools aren't used to label people. They're used to inform decisions, solve problems, and strengthen how your team operates.

TriMetrix® HD: Reveals how leaders think, what drives their decisions, and how they show up behaviorally. Used to improve hiring, leadership development, and team alignment.

TriMetrix® EQ: Measures emotional intelligence — how leaders manage stress, navigate conflict, and lead under pressure.

Working Genius: Identifies where each person thrives in the stages of work and helps teams increase productivity and reduce burnout.

Five Behaviors® of a Cohesive Team: Assesses team dynamics around trust, conflict, commitment, accountability, and results. Surfaces where dysfunction is showing up and what to do about it.

Frameworks & Methodologies

CAPACITY™ Benchmarking Method
Defines what success in a leadership role actually requires before you fill it. Strengthens hiring, promotion, and succession decisions.

Accountability Ladder
A framework to recognize whether behavior is moving toward ownership or drifting toward avoidance. Helps teams address accountability issues constructively.

CLIMB Reset Method
A structured process for resetting accountability conversations when issues arise. Replaces blame or silence with clarity and forward movement.

Big Five of Strategy
A framework for strategic thinking and execution. Used to strengthen how leadership teams approach strategy and decision-making.

How to Get Started

01 — Identify the Challenge
We start with a conversation to understand what's holding your team back and what success looks like.

02 — Design the Approach
Tracy tailors the engagement to your specific situation — whether that's diagnostics, workshops, facilitation, or strategic counsel.

03 — Solve the Problem
Tracy works alongside your team to address the issue, provide tools and frameworks, and build capability.

04 — Move Forward
The engagement ends when the problem is solved and your team has what they need to continue moving forward.

Leadership Team Realignment (3 Sessions)

A growing company brought Tracy in after a Five Behaviors workshop revealed deeper trust and accountability issues. Over three follow-up sessions, Tracy helped the team address the real dynamics at play and establish clearer expectations and communication norms.

Hiring an Essential C-Level Leader (2 Sessions)

A CEO needed to hire a Chief Operating Officer but wasn't clear on what success in the role actually required. Tracy facilitated a CAPACITY™ benchmarking session to define the role, then helped assess candidates against those benchmarks. The hire was a strong fit from day one.

Navigating a Leadership Transition (4 Sessions)

A founder was transitioning out of day-to-day operations and promoting an internal leader to President. Tracy worked with both leaders over four sessions to clarify roles, set expectations, and ensure the transition strengthened the organization instead of creating friction. Follow-up sessions revealed the team handled the transition smoothly and proactively.

Strategic Planning Facilitation (1 Session)

A leadership team needed to align on priorities for the quarter ahead. Tracy facilitated an offsite strategic planning session that surfaced misalignment, clarified trade-offs, and ensured the team left with shared clarity and a plan they could execute.

30+ Years of Leadership & Advisory Experience

Tracy has worked with over 100 leadership teams across industries — from billion-dollar multi-division enterprises to privately-owned regional operations. She's seen the patterns, knows the traps, and brings that perspective to every engagement.

Director of Strategy & Change: Tracy has operated at the executive level — leading strategy, change, and organizational transformation. She understands what it takes to lead at this level.
Founder and business owner: Tracy has built and scaled businesses herself. She knows what it's like to make hard decisions, navigate growth, and lead through complexity.
Certified in the tools & frameworks that move the needle: Tracy is trained and experienced in the most proven and trusted frameworks.
Direct, practical, and focused on results: Tracy’s methodology is rooted in Hammer with Heart. She identifies the problem directly without jargon and fluff, provides the tools, and helps you move forward, all while honoring the humans that make up your team.

Ready for Deeper Transformation?

Some organizations start with executive advisory and discover they need more than project-based support — they need to redesign how leadership operates across the entire organization.

Transformation by Design is Elevate2Grow's signature program for organizations ready to build leadership systems that sustain long-term performance.

If you're navigating growth, complexity, or leadership misalignment at a systemic level, this may be your right next step.

Transformation by Design →

How long do executive advisory engagements typically last?

It completely depends on your team's challenge. Some situations are resolved in 1-2 sessions. Others take many sessions over a few months. Engagements end when the problem is solved and your team can confidently execute on their own.

Do I need to commit to a long-term program?

No. Executive advisory is project-based. You bring Tracy in for the specific challenge you're facing. If deeper work is needed, we'll have that conversation — but there's no pressure to commit beyond solving the immediate problem.

How is this different than your Transformation by Design program?

Transformation by Design is a 6-12 month structured engagement to redesign your entire leadership system. Executive advisory is focused, project-based work on specific challenges. Think of it as targeted help vs. full transformation.

What if we're not sure what we need?

That's fine — many teams don’t. If you know that something is keeping your team stuck, it's best to reach out before the problem gets bigger.

We'll start with a conversation to understand what's happening and what success looks like. From there, we can determine the right approach.

Do you work virtually or in-person?

Both. Tracy is based in Nebraska and travels the continental US to be with your team in-person. Virtual engagements do work well for many advisory projects, but it all depends on your specific needs.

What's the investment?

This depends on the scope and nature of the engagement. Contact Tracy to discuss your specific situation and get pricing details.

Executive Advisory & Leadership Development

The expertise you need to overcome leadership and operational challenges holding your organization back.