Helping Our Clients Manage Change at Personal and Corporate Levels

Executive Coaching

The success of any business hinges on the skills of the executives charged with leading the company. When an executive assumes a position with new or expanded responsibilities, an effective coaching program can accelerate the development of the managerial, functional, and emotional intelligence skills necessary for strong leadership.

Going beyond the bounds of traditional coaching programs, which focus only on personal and professional development, CBIZ Tofias takes the interactive learning process further by acting as a sounding board for the executive and providing an objective perspective on key business issues pertinent to leaders of privately held businesses. We examine the strengths, challenges, and opportunities for improvement facing the executive and his or her company, and provide one-on-one mentoring to help the executive gain the skills and experience required to confidently lead the company.

Take a look at some of the wins we have achieved for our clients:

• The succession plan for a manufacturer called for a third-generation family member to assume the responsibility of CEO. CBIZ Tofias helped the young executive develop the professional skills and insight needed to run the company, as well as acted as a resource for the executive to discuss key issues and decisions. At the end of the first year, the company had achieved significant growth in profitability and the new CEO received positive feedback on his performance from the senior management team.
• After working with a CBIZ Tofias executive coach, a young entrepreneur gained the knowledge and confidence to capitalize on market expansion opportunities. CBIZ Tofias helped the new CEO develop strategies for handling the increased responsibilities of his position while growing his company from 12 to 220 employees serving customer needs across the United States.

Management Retreat Facilitation

CBIZ Tofias organizes and facilitates management retreats for strategic and operational planning as well as managing significant change. Our retreats are delivered in a structured and participative meeting environment with the aim of bringing provocative and innovative thinking to address today's marketplace challenges.

With more than 15 years of experience and hundreds of satisfied clients, CBIZ Tofias excels in facilitating management retreats that help companies tackle critical issues and build on their success.

We utilize interviews and questionnaires to glean insight into our clients' needs, and use this information to develop the most appropriate agenda. As an outside party, we effectively facilitate discussions to keep communication open and on focus. After the conclusion of the retreat we prepare a written report summarizing the discussions, conclusions and action steps so our clients can immediately act upon the strategies and initiatives identified during the retreat.

Take a look at some of the success we have achieved for our clients:

• A consumer products manufacturer increased sales last year by 16% and achieved record profits based upon strategic initiatives in customer diversification, new product development and low-cost global manufacturing. This company has utilized CBIZ Tofias' management retreat services in each of the past four years.
• A specialty construction company posted steady growth and profitability above industry benchmarks after engaging CBIZ Tofias to facilitate a retreat of senior management. To achieve these results, CBIZ Tofias reviewed company operations, business strategies and job profitability by sales rep, foreman, and job size in an effort to help management strengthen its action plans.