SMART Start

Sustainable success as a new CEO

SMART Start transforms the complexity of leadership into actionable strategies that empower new CEOs to lead with purpose and confidence.

Problems We Help Solve

Addressing Obstacles That Hinder Success for New CEOs

The CEO transition can feel overwhelming without the right preparation.

Our tailored framework equips you with the tools to lead effectively from day one.

New CEOs often struggle to align teams around a shared vision.

We’ll help you define and communicate a strategy that fosters alignment and momentum.

Blind spots can hold new leaders back.

We’ll guide you through self-awareness strategies and provide actionable insights to help you lead with clarity.

New leaders often struggle to establish accountability across their teams.

We’ll teach you how to create systems that ensure commitment and drive measurable results.

New CEOs often lack a clear plan for success.

We’ll work with you to create a 180-day plan focused on immediate wins and sustainable success.

The pressures of leadership can leave new CEOs feeling isolated.

We’ll be your trusted advisor, offering guidance to help you navigate challenges with confidence.

Gallup’s latest State of the American Workplace research reports

8 in 10 employees believes their boss lacks vision or clear communication

A ROADMAP TO MASTERING THE CEO ROLE

The SMART Start Process

Guiding new CEOs to align teams, build momentum, and achieve lasting results.

Strategic

Define a Clear Vision of Success

The Problem:
As a new CEO, it’s easy to get bogged down in immediate challenges without a compelling long term vision of success. Without a clear strategy, your leadership risks being reactive instead of purpose-driven.

Our Solution:
JDR helps you craft a clear, inspiring vision rooted in your company’s culture, strengths, and opportunities. Together, we develop a strategic plan that balances ambition with achievable milestones, giving you the clarity to lead effectively.

What you walk away with

A compelling vision to inspire and guide your team and workforce

A step-by-step roadmap to turn your vision into action

Alignment across your company to ensure everyone is working toward the same goals

Momentum

Build Early Wins to Establish Credibility

The Problem:
For new CEOs, it’s critical to build credibility quickly. Without early wins and clear communication, skepticism can grow, and your team may hesitate to fully commit to the changes you’re driving.

Our Solution:
JDR helps you identify quick wins that create energy and confidence in your leadership. We help you engage stakeholders and maintain focus to sustain progress and keep the organization energized.

What you walk away with

Immediate wins that demonstrate your impact as a servant leader

Increased confidence and buy-in from your team

A clear plan to sustain momentum through action and communication

Alignment

Unite Your Leadership Team Around Shared Goals

The Problem:
Stepping into a new role, you may find your leadership team pulling in different directions. Misalignment can create inefficiencies, stall progress, and undermine the performance of your leadership team.

Our Solution:
JDR helps you align your team by clarifying strategic priorities, roles and responsibilities, and decision-making processes. Through heightened levels of healthy debate and structured planning, we ensure your leadership team is united behind your collective vision.

What you walk away with

A unified leadership team fully aligned with your goals

Clear roles and responsibilities to eliminate confusion

A collaborative environment committed to the vision and goals

Results

Focus on Measurable, Tangible Outcomes

As a new CEO, proving your ability to drive measurable results is essential. But without clear priorities, strong communication, and accountability systems, resources can be spread too thin—making it hard to demonstrate progress.

Our Solution:
JDR works with you to develop a balanced scorecard to help you hold yourself and your leadership team accountable for your commitments to your stakeholders, and we help you lead execution of the strategic plan with fidelity.

What you walk away with

An ally focused on helping you achieve your full potential

A methodology to allocate resources consistent with your vision and strategic plan

Results that showcase your ability to lead your organization

Teamwork

Accountably operationalizing the plan, learning and course correcting with agility

The Problem:
In your new role, you may encounter a leadership team that lacks the trust, collaboration, or cohesion you desire. It’s difficult to cultivate a high performing team while ramping up the learning curve and addressing urgent challenges.

Our Solution:
JDR helps you build a cohesive, high-performing team by fostering trust and collaboration. We guide you in establishing behavioral norms and cultivating a performance-based culture of innovation.

What you walk away with

A team that prioritizes the good of the team over servicing their egos

A high-performing leadership team that complements each other’s strengths and weaknesses

A culture of trust and accountability that fuels improved results

What Makes SMART Start So Effective?

Custom-Fit for New CEOs

SMART Start is designed specifically for the challenges new CEOs face, and customized to leverage your specific leadership approach while tackling the challenges that lie ahead.

Focused on Action and Impact

Our framework provides practical steps to help you navigate the stress and complexities of your new role and deliver measurable results.

Strengthens Leadership at Every Level

Our process helps you force-multiply your leadership influence and encourage proactive leadership throughout your organization.

Our Promise

A tailored 180-day leadership plan designed to help you gain early momentum and align your organization and stakeholders

A unified and high-performing leadership team equipped to collaborate and execute effectively

An engaged and accountable workforce aligned with your strategic vision and motivated to achieve it

Proven tools and frameworks to guide your leadership journey and drive sustainable growth beyond your first year

Principles That Guide Us

The Foundation of Effective Leadership

Growth Mindset

Great leaders embrace lifelong learning and see challenges as opportunities for growth.

Implementation: 

Model curiosity, encourage team members to take calculated risks, and treat mistakes as learning opportunities.

Impact: 

A culture of innovation, resilience, and continuous improvement.

Servant Leadership

Servant leaders focus on empowering others, fostering a culture of trust, and prioritizing the well-being of their teams over personal accolades.

Implementation: 

Actively remove barriers, provide resources, and celebrate team successes over individual achievements.

Impact: 

Increased trust, engagement, and loyalty across the organization.

Constructive Contention

Encouraging open and respectful debate enhances decision-making and innovation by leveraging diverse perspectives.

Implementation: 

Create psychologically safe environments where team members feel comfortable sharing differing opinions and tackling tough issues.

Impact: 

More innovative solutions, better decision-making, and stronger collaboration among team members.

Cultural Transformation

Cultural health is integral to leadership success. Leaders must assess, adapt, and optimize organizational norms and values to align with strategic goals.

Implementation: 

Conduct regular cultural assessments, address gaps in alignment, and model behaviors that reflect organizational values.

Impact: 

A healthier, more engaged workforce and a culture that supports sustainable growth.

Dynamic Adaptation of Plans

Effective leaders understand that strategic plans must evolve with changing circumstances.

Implementation: 

Regularly review and recalibrate strategic plans based on internal progress and external market dynamics.

Impact: 

Agile, future-ready organizations that maintain relevance and competitive advantage.

Transparency and Honesty

Building credibility requires open communication and integrity at all levels.

Implementation: 

Share goals, progress, and challenges with teams and stakeholders openly. Invite feedback and involve others in decision-making processes.

Impact: 

Greater trust, collaboration, and engagement.

Learn more about Coaching & Leadership Development

Ready to learn how our SMART Start solution can help you thrive as a new CEO?

Schedule some time to tell us about yourself and find out if our leadership and coaching services are right for you!