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The Engaged Leader

Become an exceptional leader who inspires others’ loyalty, collaboration and professional best.

The Engaged Leader™ program is designed to introduce business owners, leaders and managers to a transformational way of thinking, relating and engaging with others. It all begins with a clear understanding of yourself, your values and your vision for success, personally and professionally. 

From there, you’ll learn the foundational concepts of what it takes to be a leader who makes a positive difference in the lives of others, all while increasing team productivity, performance and employee engagement. 

To maximize your learning, this intensive 10-month program includes both classroom training and personalized one-on-one coaching facilitated by seasoned leaders and coaches. Your coaching team will be with you every step of the way to ensure you understand the concepts and are applying them immediately. 

We have one focus: to help you become an even more successful leader.

What You Receive

  • 10 half-day leadership intensive sessions ($9,950 value) 
  • 10 one-on-one coaching sessions ($5000 value) 
  • Two 70-page Leadership Profiles($298 value) 
  • More than 78 Leadership competencies 
  • One-year subscription to Readitfor.me and curated leadership reading list ($499 value)
  • Team Insights for Leader's immediate team with a 90-minute debrief ($1,195 value)

What You Will Learn

Using the Institute Success Principle™ you will discover and apply all 5 components of success:

  • Awareness
  • Attitude
  • Activities
  • Agreements
  • Accountability

Two of the ten sessions will be focus on each component to help you gain the success you deserve.

Awareness - Sessions 1 and 2

Session 1: Vision

  • Define Institute Success Principle
  • Determine who you want to be as a leader
  • Understand opportunity to impact your organization’s culture

Session 2: Self-Awareness

  • Increase self awareness
  • Define strengths and realize development opportunities
  • Uncover blind spots

Session 3: Impact

  • Adopt an attitude of awareness and appreciation of others’
  • How to impact others’ performance
  • Identify others’ behavioral styles

Session 4: Communication

  • Identify roles of a leader
  • Practice active listening
  • Explore communication best practices

Session 5: Time Management

  • Define activities of an exceptional leader
  • Understand how to make the most of your time
  • Implement effective time management activities

Session 6: Goal Achievement

  • Understand best practices for goal setting and achievement
  • Define successful actions
  • Learn effective problem-solving methodologies

Session 7: Setting Agreements

  • Review value and purpose of setting agreements
  • Realize your part in setting and keeping agreements
  • Practice the art of effective delegation

Session 8: Executive Presence

  • Define agreements you need to make with yourself
  • Maintaining confidentiality
  • Embrace the lessons in making mistakes
  • Develop greater executive presence

Session 9: Gaining Commitments

  • Understand how to effectively hold others accountable
  • Practice having critical conversations
  • Give effective feedback

Session 10: The Way Forward

  • Embody/integrate leadership development concepts
  • Create the way forward
  • Define commitments to action
  • Recognize and celebrate growth

Leadership Intensive Dates

Your 10 half-day leadership intensive sessions will be occur on the following dates:

  • May 19, 2020
  • June 16, 2020
  • July 21, 2020
  • August 18, 2020
  • September 15, 2020
  • October 13, 2020
  • November 17, 2020
  • December 15, 2020
  • January 19, 2021
  • February 16, 2021


You can choose between one of two available tracks.  An in-person track that will occur in Charlotte, NC or a Live on-line track that will be facilitated over video conference.

  • Charlotte, in-person track,  9:00am-Noon EST (Group 202C)
  • Live on-line track, 1:00pm-4:00pm EST (Group 202V)

Coaching Sessions

Your 10 one-on-one coaching sessions will be scheduled between you and one of our coaches.  You will select a convenient time for you and one of our coaches.

What to Expect at the Half-day Leadership Intensive

An unplugged half-day to work on you and your leadership development

10 core sessions to learn the framework

A repeatable, proven system to power your leadership development success.

Over 78 leadership tools to add to your leadership toolbox and take back to your team.

A powerful network of successful leaders and high achievers.

Your Investment  

The investment in this program is $9,950 (Save over 40%).   We have created 2 easy ways to invest in yourself':

  1. Save an additional 20% by paying in advance for $7,950
  2. Pay in 10 monthly installments of $995 to spread the cost out over the next 10 months

Are You Ready?

Step 1: Enroll in Program

Register for an upcoming the Engaged Leader Program and get started today.

Step 2: Complete Your Assessment

Complete your Leadership Assessment and receive your personalized report.

Step 3: Attend Sessions

Attend the First Session

Step 4: Meet with Your Coach

Meet with your coach in person or online  via Zoom by video. 

One-time Payment

Save $2,000

10 half-day leadership intensive sessions ($9,950 value)

10 private, 1-hour one-on-one coaching sessions ($5000 value)

Two 70-page Leadership Profiles ($298 Value)

More than 78 Leadership competencies

One-year subscription to Readitfor.me and curated leadership reading list ($499 value)

Team Insights for Leader's immediate team with a 90-minute debrief ($1,195 value)

BONUS: 1 ticket to Design Your 2020 Event ($1997 Value)

Your Coaches  

Client Stories

“The Engaged Leader program gave me the learning I wanted, the way I wanted it:  smart, fast, interesting, engaging and quickly applicable. As an experienced leader, I couldn’t imagine what insights could be learned….and I learned A LOT.  I now understand the value of connecting  with people first before giving my “spiel”. I also became better at listening, empathizing and finding the words that built trust.  As I grew and modeled new behaviors for my team, they in turn have become stronger leaders and even more effective at business development.  As a family business, the ripple effect has helped us both personally and professionally.  Bottom line?  GREAT investment.”

Ira Bass, President

“As a result of the Engaged Leader program, I now have an increased self-awareness of how people may perceive me versus how I want to be perceived.  It taught me how to communicate even more positively with my team and co-workers by focusing on my words, tone and body language. It also impacted our leadership team as a whole. We now have better communication and handle issues in a more positive way that benefits everyone involved.”

Pam Jefferies, Controller

“The engaged leader program works.  We take every leader through this program and it’s had more impact on our leadership ability than any other program.  My entire team is more engaged and our culture has improved more than I ever thought possible.”

David Stophel, CEO


What makes this program different?

It’s personalizedWorking with your coach(es), you will identify your own version of success and what areas you want to personally grow in as a leader.

It’s comprehensiveYou will learn and practice the 78 leadership competencies to help you become an even more exceptional leader.

It’s hands-onWe believe that you can’t learn how to play tennis by reading a book. Instead, you have to get out on the court and practice.You will not only learn the concepts, you will have the opportunity to integrate them into your workplace. 

It’s community focusedYou will have the opportunity to learn and grow alongside like-minded leaders.   

It’s focused on sustainabilityThe Engaged Leader program is the beginning of your leadership journey. You will walk away with a plan for what’s next for you as a leader.

Why do you include an assessment as part of the program?

The assessments used in the Engaged Leader program are the foundation of everything you will learn. They will help you better understand yourself and others. In particular, you will learn your communication and behavioral preferences, why you do what you do and your thinking preferences. You will also better understand how to effectively communicate and motivate others based on their preferences.

Who will benefit most from The Engaged Leader program?

Whether you are a business owner, leader or manager, this program will help you grow into your full potential and understand how to advance as a leader.

What is expected between sessions?

To maximize your experience, you will have activities related to the classroom learning to complete between sessions. Typically the pre-work takes less than one hour and includes, videos, articles, exercises and thought provoking questions.

What if I need to miss a coaching session?

As part of the program, you receive 10 one-on-one coaching sessions with your team. Although it is recommended you complete your coaching between training sessions, you have one year from the beginning of the program to complete them. We ask for a 24-hour prior notice when missing a session.