This case study is shared with permission, with identifying details removed to maintain confidentiality.
The CEO of a small to mid-market IT services firm engaged Chief Executive Coaching to help clarify the company’s direction. While the business had achieved past success, it had reached a plateau. The CEO could no longer articulate the strategy that had fueled growth, and there was no clear vision for what should come next.
The initial engagement was scoped as a focused two-month sprint to assess the business, understand the customer base, and uncover the drivers behind its earlier growth. To lead the engagement, the client was paired with a former CEO of a public technology company—someone who had navigated similar inflection points and brought deep operational and strategic perspective.
Our coach worked closely with the CEO to examine what the company sold, how it delivered value, and why customers chose them. Beyond that, the focus was on identifying the themes that had quietly driven success. Through structured conversations and a detailed business review, a consistent set of strengths and customer needs came into focus—factors that had not previously been defined.
From those insights, our coach helped shape a clear business strategy and market positioning that aligned with the company’s true value. Messaging was simplified and sharpened. By the end of the initial two-month scope, the company had already begun implementing the new direction and identifying operational adjustments to support growth.
Due to the progress made, the engagement was extended to support broader implementation, including:
This engagement helped the CEO shift from intuition to clarity—defining a focused strategy, aligning internal messaging and building a stronger foundation for long-term growth. What began as a short-term strategy sprint has evolved into an ongoing transformation.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.