Build Core Competency Model for Next CEO
Multibillion Dollar, 3G Single-Family Office, 60 FTEs and 40+ Family Clients
BACKGROUND
Board of directors mobilizing to fill position of CEO
Board members enlisted to identify core competencies for role
Independent consultant to be engaged to facilitate the work of the board
SCOPE
Advise Executive Board Chair on best practices for building competency models
Select competency model to be presented to and approved by full board
Direct project through all stages
Deliverables
Developed detailed Discovery Process outlining stakeholders, process, milestones and deadlines
Introduced MRG Leadership Effectiveness™ tools to facilitate discovery and frame input from stakeholders
Collected feedback through telephone interviews, online questionnaires and working sessions with the board
Collated feedback and designed presentation to full board
Finalized core competency model for new CEO
ADD-on Deliverable
Following successful completion of above project, further engaged to assess promotability of four senior executives
Facilitated MRG LEA 360™ in collaboration with executive coach
Oversaw assessment, feedback and creation of development plans with executives
Coached Executive Chair on managing executive development based upon leadership assessment data
