Pathos Organization Development Overview

LEADERSHIP DEVELOPMENT
CURRICULUM OVERVIEWS

Copyright © 2010 Pathos Leadership Group LLC. All Rights Reserved. EXECUTIVE COACHING & ORGANIZATION DEVELOPMENT

This document is protected under the copyright laws of the United States
COPYRIGHT and other countries as unpublished work. This document contains
information that is proprietary and confidential to Pathos Leadership Group
LLC (PATHOS), which shall not be disclosed outside PATHOS, or intended
recipient, transmitted or duplicated, used in whole or in part for any purpose
other than its intended purpose. Any use or disclosure in whole or in part of
this information without express written permission of PATHOS is prohibited.
Any other company and product names referenced in this document are
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trademarks of their respective owners.

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PREPARED BY
Sam Palazzolo CPLP PCC Dear Learning & Development Leader,
Chief Executive Officer & President
Pathos Leadership Group LLC Attached you will find a reference deck that describes the leadership development
initiatives Pathos Leadership Group is prepared to support. In order to respect
your time, and to position you to assess and reflect upon our proposed initiatives
John Higgins*
in the attached file, we provide a description for each area we are qualified to
Pathos Senior Guru propose. Once we work with you to identify the initiatives of interest to you, a
Pathos Leadership Group LLC detailed proposal will be prepared for each initiative you select.
*(former CLO/Partner with Accenture & KPMG)
You’ll note we focus on business alignment, action, accountability, and business
results. We have focused on positioning each organization we strategically partner
with to transform from a training focus to a learning focus. We’ve also placed a
significant focus on coaching. Our experience tells us when coaching and learning
are connected, the results are more significant and have a higher degree of
sustainability than traditional approaches to training. Know that for the initiatives
you select, Pathos Leadership Group will provide you with senior level expertise
that has practical, hands-on experience with the deployment of high impact
initiatives.

I look forward to the opportunity to meet with you and your team in person to
further discuss each of the described initiatives. If you should have any questions,
or to schedule a personal walk-through of the proposed initiatives, please contact
me at 877-455-3133.

Sincerely Yours,

Sam Palazzolo CPLP, PCC

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TABLE OF CONTENTS Approach Overview Sample 4

Executive Coaching 5

Assessments

Behavioral 6
360 Degree 7

Leadership Case Team 8

Leadership Advisory Board 9

Curriculum Development 10

Session Facilitation 11

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Approach Overview Sample
Opportunity Includes
Each Approach Overview presented herein will begin with a A listing of actions used for the customized approach:
brief description of the Opportunity discovered from the
Leadership Curriculum session held Thursday, 19 AUG 2010.  Action #1
 Action #2
Approach  Action #3
An explanation regarding PATHOS logic utilized towards
providing a customized opportunity solution (as well as visual Deliverables
depiction if appropriate). A listing of the project deliverables:

Executive  Deliverable #1
Coaching  Deliverable #2
 Deliverable #3
360
Facilitation
Degree Timeline
An estimated timeline associated with the Opportunity (NOTE:
This is estimated work effort. Actual elapsed time is likely to be
longer due to competing schedule priorities, vacations, and
illness.)

Advisory
Behavior
Board

Curriculum Case Team

Figure 1 - Leadership Curriculum Approach Overviews
4


Executive Coaching
Provides a linkage between the client organization’s Leadership Pathos Executive Coaching centers itself around a customized
Curriculum and sustainable business results across their levels approach where we partner with clients to:
of leadership (CEO/Senior Leadership through Operational
Management). Moves the participant from curriculum  Profile – A variety of empirical, behavioral based
consumer to action oriented leader. assessments / interviews are leveraged to identify
Coachee strengths/weaknesses for leading oneself,
Approach leading others, and leading the organization.
Customized, Accountability/Responsibility, and Results-oriented  Plan – High impact business results success
Pathos Executive Coaching. measurement data categories are established which
will be consistently and accurately monitored,
measured, reported throughout the coaching cycle.
 Coach – Coachees are immersed in the International
Coachee Coach Federation (ICF) recognized Pathos coaching
process. The process includes progress reporting to
the client organization (See Figure 2 – PATHOS’
Executive Coach Triangle Reporting).

Deliverables
Pathos Executive Coaching Deliverables consist of:

 1:1 Coaching (Group Coaching option available for
Functional Leaders)
 Client organization Mission/Vision alignment
Client Coach
 Business Impact Success Criteria reporting
 Leadership Curriculum Offering enhancement

Timeline
An estimated timeline is 12-18 months. For a more detailed
Figure 2 – PATHOS’ Executive Coach Triangle Reporting approach please contact us.
5


Assessments | Behavioral
High impact performance improvement and growth. Leaders The Behavioral Assessments recommended for Leadership
and their organizations who recognize, understand, and take Development:
progressive steps towards behavioral growth perform better,
impacting revenue growth, expense reduction, quality  Winslow Assessment
improvement, and customer satisfaction.  Hay Group Emotional Intelligence
 Hay Group Influence Strategies
Approach  PATHOS Influential Leader
PATHOS provides a series of Behavioral Assessments which
positions the client organization to select, onboard, Deliverables
coach/mentor, and develop employees and leaders to drive The Behavioral Assessment deliverables include:
higher levels of performance and results.
 Behavioral Assessment Results Report
 Executive, Manager and Participant Review Sessions
 Succession Planning Models
 Recruiting/Onboarding Strategy Development
 Leadership Candidate Identification
 Enhanced Individual/ Organizational Performance

Timeline
An estimated timeline is two (2) to four (4) weeks. For a more
detailed approach, please contact us.

Figure 3 – PATHOS’ Behavioral Assessment Offerings
6


Assessments | 360 Degree
The 360 Degree assessment plays a vital role in leadership The Assessments 360 Degree approach consists of:
development.
 Facilitation of Subject Matter Expert (SME) panels for
Approach statement creation/validation purposes.
The PATHOS approach to developing a complete 360 Degree  360 Degree Assessment selection:
assessment considers the client organization’s Mission/Vision ▫ Creation of customized assessment for each level
and desired behavioral competencies derived. of leadership, or use of .
▫ Utilization of a PATHOS strategic partner 360
Degree assessment (LMAP/LPI)
 Pilot Group Testing of assessment.
 Assist/coordinate assessment distribution/retrieval
through LMS.

Deliverables
The Assessments 360 Degree deliverables include:

 Customized assessment for each level of leadership.
 Assessment results report creation/coordination of
growth-oriented resources with EBSCO.
 Baldridge National Quality Program conformance (if
applicable)

Timeline
An estimated timeline is four (4) to twelve (12) months. For a
more detailed approach please contact us.
Figure 4 – PATHOS’ 360 Degree Assessment Compass
7


Leadership Case Team
An opportunity to provide Leadership (targeting High The Leadership Case Team approach consists of:
Potentials) participants with current organizational business
cases for leadership growth through analysis, teamwork, and  Strategy Sessions with client organization Leadership
leadership presentations (action learning). to identify cases
 Program participant identification
Approach  Leadership Case Team meeting facilitation
A consultative approach working with Leadership to  1:1 Coaching for Case Team participants
identify/solve “real world” organizational impacting scenarios  Entity visits for case understanding / solution
through a facilitated series of meetings with a cross-functional development
team of participants.  Case Solution presentation to client organization
Leadership

Deliverables
The Leadership Case Team deliverables include:

 Business Case
 Leadership Case Team meeting summaries (minutes)
 Case Report for Leadership
 Case Report presentation

Timeline
An estimated timeline associated with the Leadership Case
Team is four (4) to six (6) months per case (Timeline
modification where appropriate based on case).

Figure 5 –Leadership Case Team
8


Leadership Advisory Board
Create a roundtable experience with Leadership where they The Leadership Advisory Board approach includes:
can receive information/perspective to their most pressing
issues from peer organizational leaders.  Monthly Meeting consisting of:
▫ 1/3 Day Workshop on Industry/Leader selected
Approach topic
Form groups of Leaders numbering 10-16 who meet once a ▫ 1/3 Day on host business improvement
month in a peer-to-peer learning environment to solve opportunities
problems and take advantage of opportunities in their entity. ▫ 1/3 Day conducting roundtable discussion of
They also share seasoned advice and fresh ideas to reach participants opportunities/issues seeking peer
effective solutions. The approach is further supported by perspective/solution.
PATHOS Executive Coaching.  1:1 Executive Coaching sessions

Deliverables
The Leadership Advisory Board approach deliverables include:

 Conducting application process
 Board selection
 Meeting Coordination
 Meeting workshop topic/presenter selection
 Facilitation of Board Meeting
 PATHOS Executive Coaching reporting progress
accountability (See Executive Coaching).

Timeline
An estimated timeline associated with The Leadership Advisory
Board approach is 12-18 months of leader participation.

Figure 6 –Leadership Advisory Board
9


Curriculum Development
An alignment of curriculum content with business goals and The business aligned curriculum development process includes:
objectives through a structured learning process
 Alignment of client’s learning strategy with its business
Approach strategy
Pathos will leverage it’s process for business aligned learning,  Development of an annual learning plan
backed up with senior learning industry advisors, to design,  Development of ninety (90) day learning plan
develop, and deploy learning that is relevant, impactful, and  Design, development, and deployment of business
timely. This positions client to transform from a training model results focused content
to a learning model.
Deliverables
A listing of the project deliverables:

 Learning strategy & roadmap
 Annual Learning Plan
 Ninety (90) Day Learning Plan
 Course Content (Instructor Led, Virtual Instructor Led,
Self-guided Collaboration, eLearning, and Informal
Learning Accelerators)

Timeline
Timelines will be finalized, prepared, and customized based on
client’s level of commitment to, and adoption of, business
aligned curriculum development.

Figure 7 – Curriculum Development
10


Session Facilitation
Hosting Leadership Curriculum sessions prove extremely Session Facilitation approach includes:
beneficial for business partners to participate in from several
perspectives (Opportunities discussion, strengthening strategic  Target organization strategic areas of opportunity
partnership, sharing of information, getting to know the other  Agree on session meeting format/structure
partners, etc.)  Identify subject matter experts for participation
Approach  Coordinate subject matter expert invitation
Coordinate topics of interest to explore with subject matter  Facilitate session
experts in day long meetings.  Design RESULTS focused ACTIONS for post session
progress and accountability
 Coordinate post-session reports/documentation

Deliverables
The Session Facilitation deliverables include:

 Target strategic topic opportunities
 Session meeting format/structure
 Subject matter experts database
 ACTION & ACCOUNTABILITY tracking
 Post-session reports/documentation

Timeline
An estimated timeline associated with the Session Facilitation
approach is two (2) to four (4) weeks dependent upon on the
session topic. We envision several such sessions facilitated
throughout the year.

Figure 8 –Session Facilitation
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