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Program Overview and Philosophy Brainard Strategy’s Strategic Leadership University is a private label leadership development solution that bridges best practices and applied training techniques for best-in-class leadership and management development. This leadership development solution is designed for the executive or director with substantial managerial experience who is looking to advance their level of influence and impact within their company. (Your) Strategic Leadership University is modeled after competency-based internal universities so that your leaders can gain the value of industry leading skill development without the cost and time involved in developing your own internal university program. The modules developed for (Your) Strategic Leadership University are a result of years of collecting best practices, leadership strategies that work in applied settings, and application exercises that have been demonstrated to link training content with application on the job. These proven theories, methods, and techniques are designed specifically for leaders who have some experience managing others. We understand that competencies are at the heart of all leadership development initiatives. We look for opportunities to map your leadership competency model to the modules to further integrate this leadership development initiative with your existing initiatives. Assessments leading to greater self-insight can be added and customized to your needs. We look forward to working with you on designing the right solution to meet your needs. (Your) Strategic Leaders University is a fully supported, private label initiative, with communication and evaluation templates, administration, and logistical support from the Brainard Strategy team that will make system-wide training at your organization easy to implement. The modules are designed to support 12-15 leaders in highly interactive sessions developing cohort group knowledge as well as individual growth.

1. Executive Leadership

Principles and Self-

Awareness

2. Leading Leaders:

Vision and values based

leadership

3. Coaching and

Mentoring: You have it,

now gain leverage and

scale

4. Executive Presence,

Influence and

Negotiating

5. Leading High

Performing Teams and

Systems

6. Finance and Business

Acumen, Strategic

Planning, and Systems

Thinking

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An “In the Box” Solution

(Your) Strategic Leadership University program contains all of these elements:

Communication

CEO kick-off memo

Project plan

Communication plan

Calendar of events

Detailed program outline

Content

Needs assessment

Evaluations

Power point presentations

Participant manuals

Assessments

Optional, see consultant for additional details

World-class leadership development facilitators deliver all (Your) Strategic Leadership University modules

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Curriculum Outline

1. Executive Leadership Principles and Self Awareness

Effective senior leaders form their approach around a leadership philosophy or discipline. This module reviews the general principles of leading leaders and how to leverage the courageous leadership model. Leaders explore the link between self-awareness and reach of influence. They also learn how to leverage emotional intelligence for effective relationships across the organization.

2. Leading Leaders: Vision and values based leadership

Leaders that inspire performance and create the culture and environment that supports success are far superior at achieving organizational targets. This module discusses how to drive performance through vision and values. Learn how to align corporate strategy with execution and lead by driving a vision.

3. Coaching and Mentoring: You have it, now gain leverage and scale …

Driving performance through a system requires the development of others through coaching and mentoring for higher performance. This module focuses on how to deliver impactful feedback, and establish a culture of accountability throughout a system. Leaders will also review how to create development plans that target sustained growth.

4. Executive Presence, Influence, and Negotiating

The essentials in communication effectiveness are covered with a focus on the fundamentals and process of presenting. Review the basics of building content, fundamentals of learning aids, and general rules for presenting content in a manner that generates credibility and influence.

5. Leading High Performing Teams and Systems

Learn the fundamentals of meeting effectiveness and understand change processes to efficiently leverage your team’s capabilities. This module focuses on understanding the evolutionary stages of teams, and learning to understand, assess, and impact the team leveraging the Lencioni model. Leaders will also review the various types of teams, roles and teaming as a competence.

6. Finance and Business Acumen, Strategic Planning and Systems Thinking

Corporate performance cannot be driven without a solid foundation that includes understanding the balance sheet and income statement. Additionally, this course will focus on the alignment between a company’s strategy, economic drivers, and control systems.

1. Applied leadership

techniques linked to

strategic objectives

2. Develop a common

leadership philosophy

across the management

team

3. Shared learning

experiences where

leaders can draw from

each other’s knowledge

and skills

4. Create a culture of

consistent language and

practices around

leadership

5. Create leverage in

scale across the

organization and

leadership depth

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Module 1:

Executive Leadership Principles and Self Awareness

Morning Agenda:

9:00 a.m. – 9:30 a.m. Introductions Welcome

Icebreaker

9:30 a.m. – 10:45 a.m. Leaders and Leadership Leadership defined by the Kouses and Posner model

10 commandments of leadership Trust and credibility

Ask don’t tell leadership Overview of leadership models

10:45 a.m. – 11:00 a.m. Morning Break

11:00 a.m. – 12:00 a.m. Courageous Leadership as a Model Discuss the links between courageous leadership and

business success Written Exercise: self-assessment according to the

courageous leadership model**

** The Courageous Leader Assessment may be completed as a 360 degree assessment

in advance for more thorough debrief, pre-work incurs additional investment.

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Afternoon Agenda:

12:00p.m. – 1:00p.m. Lunch

1:00 p.m. – 1:30 p.m. Good to Great Good to Great leaders© Stockdale paradox Small group exercise

1:30 p.m. – 2:30 p.m. Leadership and Self Deception Arbinger institute model of Leadership and Self Deception © System-wide impact of self deception Authentic leadership Core leadership exercise Development planning

2:30 p.m. – 2:45 p.m. Afternoon Break

2:45 p.m. – 3:45 p.m. Emotional Intelligence Why self awareness is important EI competencies The link between self-awareness and leadership Case studies

3:45 p.m. – 4:45 p.m. Influence Power Tactics Influence Plan

4:45 p.m. -5:00 p.m. Summary Summary / wrap up Questions

1. Discuss general

principles of leadership

at the executive level

2. Learn the

courageous leadership

model

3. Understand

leadership self

deception and its impact

on the organization

4. Review the

competencies

underpinning emotional

intelligence

5. Discuss the principles

of influence and how a

leadership philosophy

broadens an executive’s

organizational impact

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Sample CEO Memo Company Name is launching a new learning and development program in partnership with Brainard Strategy called The Strategic Leadership University, which is targeted specifically at developing leadership skills of management teams. The Strategic Leadership University was developed under the guidance of experts in training and development in various areas of business needs offering comprehensive developmental exercises and foundational skill building workshops that we are excited to align with our strategic objectives. The Strategic Leadership University has been developed to meet the following objectives:

Align leadership development with Company Name’s culture and leadership competencies

Customize the learning elements to different levels of leaders (managers and executives)

Leverage a program that is based on effective models of business practice, talent development, and leadership effectiveness

Effectively utilize technology, in a cost effective and sustainable manner The primary purpose of The Strategic Leadership University is to provide development opportunities for our leadership team at Company Name. The training opportunities offered within the context of The Strategic Leadership University address targeted skill development known to drive performance at the individual, team, and organizational levels. I am excited to invite you to fully participate in each of the training and development offerings that are a part of The Strategic Leadership University. The first instructor-led module, Leadership and Management Essentials, is scheduled for {enter date}. Watch your email for details on how to register for this course.

Communication Support

Brainard Strategy supports all training and development initiatives with communication templates and guides. (Your) Strategic Leadership University program is no different. This kick-off communiqué is only a sample of the many training initiative templates and modalities that can be communicated out to your leadership community.

The communication support offered includes:

1. CEO memo 2. FAQs 3. Poster 4. Intra-net and newsletter content 5. Policies and eligibility criteria 6. Sr. HR memo

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Calendar of Events

Month 1 Pre-Program Evaluation

Month 2 Module 1: Executive Leadership Principles and Self Awareness

Month 3

Month 4 Module 2: Leading Leaders: Vision and values based leadership

Month 5 Mid-Program Evaluation

Month 6 Module 3: Coaching and Mentoring: You have it, now gain leverage and scale …

Month 7 Module 4: Executive Presence, Influencing, and Negotiating

Month 8

Month 9 Module 5: Leading High Performing Teams and Systems

Month 10

Month 11 Module 6: Finance and Business Acumen, Strategic Planning and Systems Thinking

Month 12

Post Program Evaluation

*(Your) Strategic Leadership University curriculum is designed as an

initiative including 6, incremental day-long modules. A half-

curriculum package is available that offers 3, incremental day-long

learning modules at a discounted rate of 25%.

(Your) Strategic

Leadership University

modules are offered on

an annual calendar

basis to maximize the

incremental

development and skill

building available to

your leaders.

Scheduling your

development sessions

in advance creates

momentum for your

training and

development initiatives

and generates interest

in future offerings.

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Evaluation Support

Brainard Strategy follows up on the quality and effectiveness of each facilitator with evaluations and shares the results of the evaluations following each session with you, the client.

Sample Evaluation Form Module 5: Leading High Performance Teams and Systems

Date: ______________________________

Facilitator: ______________________________

Questions Strongly

Agree Agree Neutral Disagree

Strongly Disagree

1. The overall session was effective and beneficial for me.

2.

The knowledge and/or skills gained through this session will enable me to better understand how to lead a high performing team.

3.

The knowledge and/or skills gained through this session will enable me to effectively support performance throughout my organization.

4. The knowledge and/or skills gained through this session will enable me to prepare for managing team meetings effectively.

6.

The knowledge and/or skills gained through this session will enable me to effectively leverage the Lencioni model of team performance.

7. The facilitator was effective in presenting the material.

Comments:

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Presentation Support

Each instructor-led

module is supported

with a participant

manual that includes

the presentation slides

enriched with additional

background information,

reflective exercise

questions, and notes for

participants to take

away from each session

so leaders can focus on

learning the materials in

the session and leave

knowing that all key

points are captured in

their manuals.

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Optional Development Modules

The most effective leadership initiatives offer multiple modalities for learning.

(Your) Strategic Leadership University can be augmented by adding optional

developmental services to expose your executives to more in depth in learning

and leverage their leadership expertise.

(Your) Strategic

Leadership University

Assessments

Simulations

Coaching

Training Executives to be Trainers

Gain greater self awareness through leadership assessments in areas such as:

360 degree feedback

Critical thinking

Emotional intelligence

Personality

Practice skills learned in instructor led sessions through:

Applied simulations

Business cases

Action learning exercises

Work towards personalized development and growth goals with a professional coach

Telephone coaching

Secure chat

Face to face meetings

Leverage subject matter experts in your organizations

Culture-specific training

Mentoring

Development of in-house training expertise

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Partial Leadership Development Client List

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Certified Trainers

Christy Gilbert

As a seasoned Learning & Organizational Development professional, Christie Gilbert provides consulting and coaching services on projects, events and initiatives that result in meeting and exceeding client expectations. She brings to organizations powerful, efficient, and effective process methodologies and techniques that enable groups with complex problems to attain their targeted goals. Over a span of 20 years, Christie has facilitated groups in the US, Europe and Asia, across several industry sectors including computer technology, pharmaceuticals, biotechnology, hospitality, construction and retail.

Xavier Hernandez

Xavier Hernandez, Ph.D., is a management consultant with a passion for partnering with individuals, teams and organizations in reaching their desired outcomes. Xavier has doctoral level training in Clinical and Industrial/Organizational Psychology as well as progressive experience in leadership development, organizational assessment and development, team building, and group facilitation. He is skilled in strengths-based approaches for implementing change initiatives including application to performance and talent management. Xavier has extensive experience in developing and managing performance and talent management processes, team building, training and development, qualitative and quantitative evaluation, and leveraging character strengths. He has extensive experience working with individuals and groups from diverse multicultural backgrounds in leadership and group coaching.

Alandria Saifer

Dr. Alandria Saifer is an organization and individual development specialist with expertise in the areas of training and facilitation, management and executive coaching, career transition, organizational effectiveness and change, team learning and executive assessment and feedback. During her 18 years as a management consultant, Alandria has worked with individual clients ranging from hourly employees to CEOs and Presidents of corporations as well as corporate clients ranging from Fortune 100 organizations in multinational settings to government organizations. Alandria is also an accomplished presenter, facilitator and trainer. She has worked with groups ranging in size from five to 120 people; ranging in hierarchy from line employees to senior executives.

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Certified Trainers

Greg Goates

With over 20 years of experience internally in senior HR leadership line roles and externally as an executive coach and organizational effectiveness consultant, Greg brings multiple industry best practices and perspectives to his clients. Greg was responsible for directing the Global Organization Development, Training, Employee Communication, Staffing and Retention functions at a bio tech company. His primary objectives included establishing a global culture from rapid M&A growth, establishing leadership development/ succession planning processes, and building Human Resource processes and infrastructure. Greg has also led leadership development workshops deploying standardized leadership practices across organizations resulting in common understanding, language and tools to drive organization effectiveness and results.

Jennifer Konkin

Jennifer is a consultant with Brainard Strategy who partners with clients on organizational development initiatives. She brings over five years of experience in designing and implementing customized leadership assessment and development, talent management, team-development, performance management, and survey projects for a variety of clients across industries. Jennifer has specifically focused her research and practice in leadership development. She currently develops leadership training programs designed to expose leaders to new techniques and strategies for managing in a variety of situations. Her creativity and deep understanding of organizational development creates value for clients with her applied perspective to driving business solutions.

Lisa Barron

Lisa is a faculty member of Organization and Management at The Paul Merage School of Business, University of California, Irvine. She has taught negotiation and leadership techniques to members of large and small organizations including Microsoft, Medtronic, Ingram Micro, State Street, MicroSemi, and Boeing and to executives, career counselors, undergraduate and graduate students, academic staff and faculty. Her teaching, coaching and consulting focuses on negotiation, communication, creativity and leadership. Her current personal consulting interest is in developing high-impact, strategic communicators. Through training she imparts new knowledge to the client. This gives the client a different mental model of the behaviors she or he is trying to adopt.

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Certified Trainers

Michael Brainard

Michael Brainard brings over 15 years of experience as a management consultant, senior executive, executive coach, manager, entrepreneur, and researcher. Michael has worked with many executives and organizations across industries blending a strategic, behavioral, and experiential learning approach. As a management consultant, Michael has designed and conducted process re-engineering and re-structuring, organizational assessments, leadership development initiatives, performance management systems, change. Additionally Michael has worked as a post-acquisition internal and external integration leader. As a speaker, Michael has delivered keynote talks to such groups as the Association for Corporate Growth, PIHRA, SHRM, PCMA, OCEMA, and a variety of corporations. His recognized leadership abilities have extended from business ownership, research, and academic achievements. Through his work with executives Michael has become known for his ability to motivate and energize leaders from diverse backgrounds, identify potential areas of opportunity for business leaders, and take action to facilitate growth for his clients.

Ken Ruggiero

Ken has more than 20 years of management, finance, and business development experience as an integral part of senior management teams in fast-changing environments. His experiences range from working in management teams of global corporations to entrepreneurial start ups. Because of the range of Ken’s experience, he approaches business challenges with a balance of sharp business acumen, skill in financial analysis, and perspective. Ken is the CEO and President of Goal Structured Solutions, a financial asset management company. Prior to this role Ken served as CFO and, in the final year of his tenure, the President and COO of Goal Financial, a nation-wide student lending company. During his time at Goal Financial the company originated over $8 billion in student loans and became a top 10 student loan provider.

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Client Evaluation

“Quidel is growing, both

organically and through

acquisition, and has

added a number of

talented executives in

the past couple years.

With many new, highly

successful individuals

joining the team and

focusing on functional

responsibilities, we

identified development

needs for the group to

improve collaboration

and create a cohesive

leadership culture. We

wanted a strategic

partner who could assist

us with executive team

development and

engaged Brainard

Strategy for that

purpose. We have

been very pleased with

the results. Michael

developed an on-going

program for us that

includes content as well

as tangible actions to

strengthen the

leadership team and

engage our employees

more directly.”

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Client Testimonial

Steve Becker

Senior Vice President, Human Resources

Golden State Foods

“GSF is a $5 billion dollar global company that is a very values driven corporation (our Creed reads: we believe in God and the dignity of all people). We have provided one-off training and learning solutions throughout our history, but it became clear that we needed a strategic approach to learning and development in 2009. I assessed the Disney Institute as a possible solution along with many other companies that would share best practices. We also had executives attend Ivy League programs and used tools like DDI and CCL in the past to develop our leaders. All of these approaches were effective, but were someone else’s solutions. None were designed for our unique culture. What we needed to do was to build a comprehensive training and development program in-house that might include best practices, but also one that was highly customized for us. It was quite obvious that we could not do this by ourselves. As I began to seek advice about a resource or partner to help us to build this infra-structure I was referred to Brainard Strategy by a number of trusted colleagues. Michael and his team met with me and our CEO to collaborate with us relative to the outcomes and options for the process. Michael was clearly a technical expert in building and delivering corporate learning initiatives, but fit was to be critical. Additionally, we needed a web-enabled solution as our managers and associates are spread out around the globe. Brainard Strategy was selected based on our comfort level with Michael and his team, their technical expertise and experience, and their flexible Learning Management System. We completed our design and implementation in 2009 and launched a blended approach to learning in 2010. With two years of experience under our belt now we are delighted with the outcome as well as the excellent partnership we have with the Brainard team.”

Brainard Strategy 5050 Avenida Encinas, Carlsbad CA 92008

Phone: 760.438.8230 Fax: 760.438.4479 Website: www.BrainardStrategy.com