Who are our clients?

...Companies in all industries like high-tech, banking, law, investment management, in all sectors like service, product, and non-profit.

...Companies who know that their investment in human capital brings the greatest return on investment possible. They know that more than any other factor, a key predictor of personal and professional success is a deep level of inquiry and self-awareness.

...People who know that this investment is a process that takes time, effort and commitment from the highest levels of the organization down and from the lowest levels up.

Some of our clients...

...a highly visible wealth management company in Silicon Valley facing issues which are threatening their ability to deliver top-notch services to their clients: . . .

• - Lack of trust and respect
• - Decreased ability to see each others' perspectives
• - Inability to set and maintain a shared culture

We designed an ongoing process for the entire company that helped them appreciate each others' contribution to the company. We began with a company wide offsite focused on communication skills and Enneagram personality typing.

Follow-on work includes:

• - Facilitated all hands meetings to internalize the learning and vocabulary and understanding of the concepts,
• - Ongoing individual and relationship coaching of key employees to strengthen interpersonal relationships,
• - Coaching the executive team on leadership styles,
• - Group coaching sessions organized by personality type which focus on working through real life workplace issues.

...an investment company closely associated with Stanford University with offices in three states. Their challenge is that they have three distinct cultures and the company is growing rapidly while changing its structure.

We conducted a very successful offsite that brought the entire company together, many of whom had recently been hired and never met. Enneagram training provided a fun, self-revealing set of exercises that allowed employees to get to know each other while learning about the way they communicate, handle stress and manage change.

Now they know each other, understand their differences and similarities across geographical boundaries, and know how to approach each other under stress.

...an office furnishings company with a loyal and longtime employee base. They enjoyed the drama of the dot-com bubble years, endured the resulting slump, and are now enjoying an upturn.

Their current challenge is to create high-functioning teams on the heels of a major reorganization. We designed an all-day offsite to bolster employee communication and team skills for the office staff and key members of their strategic partner.

Their intention is to continue to support the growth of the individuals to smooth the road for the company's anticipated growth. The plan includes follow-up coaching with key executives and the management team, as well as organization-wide problem-solving sessions in a brown-bag lunch format.

Public events, professional organizations, and nonprofits
We design and deliver all types of events for the community at-large and for groups whose members seek to deepen their level of understanding, respect, and compassion for each other. We introduce them to a common language and personality types; conduct interactive exercises in communication styles, conflict, team roles, and leadership paradigms; and provide coaching and guidance.