One of the most critical moments for a leadership team occurs immediately post-acquisition. In many cases, new owners and the management team struggle with unclear expectations and misalignment.

You’re likely going to have a “Project Kickoff”—don’t underestimate the importance of a professionally facilitated kickoff.

RightRestart™ replaces a well-intended, but often not efficiently and effectively structured kickoff with a structured, facilitated session that:

• Brings together the board and management team to establish mutual understanding.
• Aligns on roles, expectations, and priorities from day one.
• Appreciates the history and perspective of all key stakeholders before outlining a shared future path.
• Accelerates trust-building, identifies potential friction points, and creates a RACI (Responsible, Accountable, Consulted, Informed) framework for decision-making.

This session ensures that post-close integration is clear, intentional, and productive—helping teams avoid unnecessary tension and delays.

When a new CEO takes charge or a leadership team is looking to reset its operating norms, our Executive Team Effectiveness sessions provide a structured way to improve team cohesion and alignment.

Knowing Me, Knowing You™

• Each team member completes the gold-standard of leadership inventories and receives individual feedback on their assessment results.
• The team then discusses group trends, uncovering potential blind spots, strengths, and areas for improved decision-making.
• This session enables the team to optimize its collective leadership capabilities and understand how different leadership styles impact business outcomes.

Vision and Values Session

• In a second half-day session, leaders establish:
  1. A shared vision for the company’s future.
  2. Core company values, ensuring alignment with strategic goals.
  3. Executive Team Operating Norms, creating a clear framework for decision-making and collaboration.

To ensure efficiency, pre-session interviews with individual team members are conducted, helping gauge alignment gaps and areas of focus before the discussion begins.

Values should be more than words on a poster—they should be lived and reinforced through daily actions. Lodestone facilitates values adoption workshops to ensure company values are embedded into the culture.

• The executive team sets the core values and begins defining behaviors that support them.
• Lodestone then conducts five online or in-person workshops, where a cross-section of employees helps refine and operationalize each value.
• These discussions ensure values are not just dictated from the top down but embraced across all levels of the company.
• The result: codified values that can be integrated into performance management, rewards systems, and leadership development.

This structured approach helps organizations translate abstract values into tangible behaviors, reinforcing a culture of accountability and alignment.

In some cases, leadership teams need targeted interventions to address specific challenges or priorities. Lodestone offers customized half-day workshops that focus on:

• Deep dives into strategic priorities to ensure clarity and execution readiness.
• Building trust within the executive team, particularly when misalignment or interpersonal tension is present.
• Aligning new and existing leadership teams post-merger or during a transition.

These sessions are designed to be high-impact, focused interventions that equip teams with the tools and strategies to navigate change and drive business results.