Velocity Advisory Group
VELOCITYADVISORY GROUP
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EXECUTIVE TEAM/
ORGANIZATIONAL ALIGNMENT

ExecEDGE™ Assessment
Executive Offsite
Strategic Planning
Succession Planning
Executive team alignment

ExecEDGE™ Assessment

ExecEDGE, Executive Excellence Diagnostic for Growth and Elevation, delivers sharp, actionable insights to elevate executive team effectiveness rapidly. Based on extensive research on elite leadership teams, ExecEDGE assesses how well your team communicates, strategizes, executes, and engages its talent.

By focusing on four essential areas – Team Chemistry, Forward Leadership, Performance Engine, and People First – ExecEDGE pinpoints your team's core strengths and reveals practical opportunities to drive impactful results.

Clear Data. Honest Insights. Tailored Solutions.

  • Proprietary assessment (quantitative + qualitative)
  • In-depth analysis and visual diagnostic report
  • Facilitated executive team workshop
  • Custom action plan with Velocity's expert support
  • Alignment with leadership development, coaching, or strategy needs

Executive Offsite

An offsite is a unique opportunity to bring together your team to realign and reinvigorate your purpose and reevaluate challenges and opportunities — if you use your time productively. This offsite is ideal for leadership teams looking to take their team capability to the next level. The day is spent building greater awareness of team dynamics through a team assessment, defining and setting the future culture direction for the organization, and a six-month, bi-weekly coaching engagement for one identified Culture Champion.

The experts at Velocity Advisory Group have decades of experience facilitating and supporting Offsites with programs to help bring leadership teams together, strategize around challenges, and develop plans of attack for meeting their goals.

Whether your leadership team meets quarterly or annually, we offer half- and full-day programs around:

  • Leadership Alignment
  • Executive Team Development
  • Engagement & Culture
  • The True Competitive Advantage
  • Strategic Planning
  • And more!

Strategic Planning

Strategic planning is a critical business tool to help you prepare for the next 24–36 months. By being proactive, you can analyze your current systems, provide an avenue to implement innovation, and ensure that everyone on the team understands the goals and is accountable for them. Whether you are undergoing organizational changes — or need to — our experienced advisors will help you set the direction for your company.

Professionally facilitated sessions allow for full team participation while ensuring objectivity. We will guide an assessment of your organization's needs and opportunities, resulting in a customized agenda for the creation of your plan. Following your session, we work with you and your team to deliver a comprehensive roadmap and support you to ensure sustainability and implementation.

ORGANIZATIONS OFTEN DEVELOP STRATEGIES AROUND:

Culture
Succession
Goal Execution
Sourcing Capital
Process Enhancement
Change Management
Sales
Operations
Marketing
Innovation
Market Trends
Time Management / Efficiencies
01

Pre-session Planning

  • Meeting to establish timeline and additional objectives
  • Survey and/or interviews of critical stakeholders
  • Analysis of current and desired state
  • Create a customized agenda
02

Professionally Facilitated Session

  • Senior-level facilitator
  • Fast paced, engaging event with tangible outcomes
  • Identified priorities and the framework of the strategy
03

Post-event Support

  • 1 year of support for guidance and monitoring
  • A one-page game plan capturing all the critical components of your strategy
  • A comprehensive document capturing all of the info shared from the day
  • Hosted in a cloud-based platform — user-friendly, accessible anywhere
  • Plan Launch Meeting (face-to-face when possible)
  • 3–4 Sustainability Calls

Succession Planning

Leadership transitions happen whether you're ready or not. Prepare your next generation of leaders before you need them.

Without a clear plan, organizations risk losing top talent, operational control, and institutional knowledge that took years to build. That's where Velocity Advisory Group comes in. Our succession planning expertise helps you assess your leadership pipeline, identify gaps, and start building a plan for long-term leadership continuity.

Our advisors can also support your team with Workforce Planning and Career Development Planning.

READY TO ALIGN YOUR TEAM?

Talk With Velocity

Connect with our team to explore how these programs can be tailored to your organization's specific needs.

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