Leadership Advisory – Leadership System Diagnostic™
Decide What Matters Most. Activate the Right Levers.

An independent diagnostic to clarify the situation, align stakeholders and define the priorities that matter most over the next 30, 60 and 90 days.

Typical Situations

Leadership transition or first 100 days • Underperformance or execution gaps • Acquisition or post-acquisition integration • Pre-exit preparation

Two Entry Points

  • Executive: CEO • Executive Committee • Leadership Team
  • Investors & Boards: Private Equity Funds • Chairs • Shareholders • Boards

What You Receive

A clear decision • A structured 30 / 60 / 90-day action sequence • Prioritised recommendations covering leadership, governance, organisation and execution

When to Activate

Leadership, Decision & Execution Diagnostic
(CEO / Executive Committee / Leadership Team / Board)

Typical Activation Points

Leadership Transition / First 100 Days
Rapid assessment of the situation and a structured 30 / 60 / 90-day action plan.

Decision-Making Gridlock
Delayed decisions, unclear roles and responsibilities, ineffective escalation processes and growing organisational friction.

Scaling or Organisational Restructuring
Critical interfaces under pressure, governance models requiring clarification and evolving leadership requirements.

Performance Gaps or Execution Challenges
Unstable execution, leadership team tensions and a need to refocus priorities and accelerate decision-making.

Leadership & Human Capital Risk Review (Fund/Board/Chair/CEO)

Typical Activation Points

Post-Acquisition
Leadership continuity, governance effectiveness and execution risk assessment.

Performance Challenges
Decision-making bottlenecks, organisational dependencies and execution stabilisation.

Integration & Carve-Out
Leadership alignment, governance clarity and operational risk mitigation.

Pre-Exit Readiness
Leadership succession, key-person risk reduction and protection of the value creation plan.

A focused, independent diagnostic designed to clarify priorities, assess risks and determine the right intervention, in the right sequence:

ATTRACT • SECURE • TRANSFORM… or NO-GO.

Three-Step Process

1. Select the Entry Point
Executive (CEO, Executive Committee, Leadership Team) or Investors & Boards (Shareholders, Chairs, Boards), depending on the nature of the challenge.

2. Build a Board-Ready Diagnosis
A concise executive summary supported by targeted leadership, governance and risk mapping, designed to provide a clear view of the situation and its implications.

3. Reach a Clear Recommendation

ATTRACT • SECURE • TRANSFORM • NO-GO

Supported by a structured 30 / 60 / 90-day roadmap, including priorities, ownership, decision points and governance checkpoints.

Core Deliverables (Executive & Investors)

What You Receive – (Executive & Investors)

  • Executive Diagnostic Summary
    A concise, decision-ready assessment of the situation, highlighting key signals, risks and implications for leadership and execution.
  • Decision & Governance Map: A clear view of decision-making responsibilities, governance mechanisms, bottlenecks, escalation points and unresolved trade-offs.
  • Risk & Priority Assessment: Critical risks, warning signals, organisational friction points and immediate opportunities for improvement.
  • Recommended Course of Action: A clear recommendation: ATTRACT • SECURE • TRANSFORM • NO-GO, supported by a structured 30 / 60 / 90-day sequence outlining priorities, ownership and governance checkpoints.

Additional Deliverables (Investors & Boards)

  • Human Capital & Leadership Risk Map
    An investor-focused assessment of leadership, governance and execution risks, including key-person dependencies, organisational vulnerabilities and succession considerations.
  • Board-Ready Executive Briefing: A concise summary designed for investors, Chairs and Boards, highlighting priorities, success conditions, critical risks and areas requiring ongoing attention.

Format & Delivery

Leadership Pulse

4–6 Days | 1 Senior Advisor | Up to 8 Interviews

 

Gain Clarity. Reduce Immediate Risk.

  • Typical situations: leadership transition, first 100 days, sensitive leadership situations, pre-deal assessment requiring rapid clarity
  • Focus: the leader, key stakeholders and critical organisational signals
  • Outcome: immediate priorities, quick wins and recommended actions
  • Key Deliverable: Executive Diagnostic Summary (4–5 pages) and a structured 30 / 60 / 90-day action pla

Governance &
Decision Review

6–8 Days | 1–2 Senior Advisors | Up to 15 Interviews

Clarify Decision-Making. Strengthen Governance. Accelerate Execution.

  • Typical situations: slow decision-making, delayed trade-offs, unclear roles and responsibilities, Executive Committee tensions, governance challenges between management, Board and shareholders
  • Focus: decision rights, governance mechanisms, escalation paths and management rhythms
  • Outcome: clarified governance, improved decision-making processes and a structured sequence for activating key organisational levers
  • Key Deliverable: Decision & Governance Map (1 page), prioritised recommendations and a structured 30 / 60 / 90-day action plan
  •  

Operating Model &
Interfaces Review

8–10 Days | 2 Senior Advisors | 20+ Interviews

Improve Execution. Clarify Accountability. Reduce Organisational Friction.

  • Typical situations: organisational restructuring, scaling challenges, post-acquisition integration, carve-outs, add-on acquisitions, inconsistent execution, pre-exit preparation and key-person dependency risks
  • Focus: operating model, organisational interfaces, accountability, execution bottlenecks and sources of friction
  • Outcome: a clear transformation roadmap, critical prerequisites for success and a sequenced implementation plan
  • Key Deliverable: Operating Model & Interfaces Map (1 page), execution risk register and a structured 30 / 60 / 90-day transformation roadmap
    •  

OUTCOME - ONE CLEAR DECISION: ATTRACT • SECURE • TRANSFORM • NO-GO

Stabilise a Critical Situation

Clarify decision-making, strengthen governance and protect execution.

 

Recommended Activation

SBT Leadership Shift™

  • Executive: CEO • Executive Committee • Leadership Team
  • Investors & Boards: Funds • Chairs • Shareholders
  •  
  •  

Drive Sustainable Performance

Activate the leadership, governance and organisational levers required to improve collective performance.

Recommended Activation

  • Board & Organisational Effectiveness
    Governance, decision-making and collective effectiveness
  • Leadership Effectiveness
    Leadership capability, influence and team performance
  • Succession & Future Leadership
    Leadership continuity, succession and critical transitions
  •  

Appoint a Critical Leader

Identify, recruit and successfully integrate leaders who can create lasting impact.

 

Recommended Activation

  • Talent Mapping
  • Retained Executive Search
  • Executive Assessment
  • Strategic Onboarding
  •  

Do Not Activate

Conditions for success are not currently in place.


    • Insufficient business case
    • Timing not favourable
    • Critical prerequisites not yet met
    •  

    RECOMMENDED NEXT STEP

    1.  

    A Senior Team Dedicated to Critical Leadership Decisions

    BOARD & GOVERNANCE

    Leading Partner – Board & Investor Governance

    PREPARE & CONTINUITY

    Leading Partner – Succession & Leadership Continuity

    BOARD & ORGANISATIONAL EFFECTIVENESS

    Leading Partner - Executive Team & Organisational Effectiveness

    Talent intelligence

    Managing Partner – Leadership, Talent & Market Intelligence

    Facing a Critical Leadership Challenge?

    Let’s determine the right course of action before activating the wrong lever.

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