“Jann’s teaching and techniques have us all better prepared as demonstrated by the team incorporating the learnings that have been shared in the classroom. The change management workshop has been extremely valuable for the American Enterprise team. “

- Dave Keith, COO, American Enterprise Group

Is your organization struggling with the direction it should go? Are you unsure of the path your personal journey should take? I can help you get from where you are to where you want to be through the areas described below:

Strategic Planning
Change Management
Leadership Development
Life Planning

Strategic Planning

Moving from where you are to where you want to go usually involves a planning effort. Many planning efforts result in a plan that sits on a shelf. I facilitate interactive retreats based on a vision-driven planning process. This typically takes place in two days: Vision Day and Planning Day. The outcome is a plan with SMART goals — specific, measurable, attainable, realistic, and timely — with accountability assigned to make the plan happen. As goals are accomplished, other goals are written so the result is a living document that continues to serve as the organizational GPS—guiding the journey based on a vision.

Change Management

Individuals can’t operate effectively in today’s organizations without change management skills. Because of the environmental forces driving change today, leaders need to know how to change the behavior of people and create the culture that embraces and supports change. An online Change Readiness Assessment(TM) (CRA) is used to assess the current effectiveness and readiness to initiate, sustain, and pass forward long-term change within an organization. The assessment provides a baseline for change and establishes a framework for workshops designed to develop a culture that embraces change.

Leadership Development

The most important person to lead is yourself. Yet, how do we learn to become a leader? It takes development, practice, and feedback to be a leader who delivers results by positively engaging others. Since leadership is a life-long journey, consider one of the workshops below or a customized workshop to meet your needs. Personal coaching is also available.

  • Leading With Wisdom  Based on Jann’s book with the same title, this workshop addresses eight main themes that emerged in her research. Each theme will help you lead with wisdom in these uncertain times.
  • Why Good Leaders Go Bad  This workshop explores the reasons some leaders become ineffective and create toxic environments. When we understand the power of the ego, we can control our ego and not let our ego control us.
  • Living a Leadership Legacy  Since leaders leave their legacy on a daily basis, it is important to realize the legacy being left. This workshop focuses on developing a legacy-driven mindset in order to create a culture where people want to work.

Life Planning

Most of second half of life planning focuses on money, but there is more to this transition. Life planning is the non-financial information that addresses who we are when we don’t do what we have always done. Research indicates that once people have their needs and wants covered, they are even more concerned about how they will spend their time. How they will find meaning and purpose in life. How they will continue to be relevant. The workshops below provide the knowledge we need to navigate the rest of life so it can be the best of life. Coaching is also available.

Workshops include:

  • Embracing Transition as Opportunity This workshop is an overview of the psychological and emotional changes associated with retirement or moving on.   It is a discovery phase where values and interests are explored and options are presented. The objective is to help people understand the value in being intentional about choices and opportunities for life after one’s major career.
  • Living a Legacy Regardless of age or stage of career, each of us leaves a legacy. Positive aging is the choice to intentionally pass on our life experience to the next generation. In this workshop, participants will learn the value of legacy work, identify what they want to be known for, and explore ways to live and lead with wisdom. The outcome of this workshop is a legacy statement so participants can be intentional about the legacy they want to leave.
  • From Making a Living to Making a Life Research advocates how “making a life” is based on interior work that emphasizes relationships, connections, and an understanding of true happiness. Well-being, happiness, and growing in wisdom are essential to making a life after work. The outcome of this workshop is a life plan portfolio to help navigate so the rest of life can be the best of life.

As a skilled presenter and facilitator, my mission is to share what I am learning and meeting people where they are. By tailoring my engagements to the audience, I utilize storytelling so that it feels more as a conversation than a lecture or presentation.

” I left with many fresh ideas about leadership — like living my legacy and developing an ethical will — that have already begun to guide me in my own professional leadership journey and personal interactions.”

Leisha Barcus l Director, Mercy Comfort Health Center for Women