Solutions Toolkit
The Solutions Toolkit is designed to help organizations address immediate challenges and achieve rapid results. It offers practical tools and insights that drive quick success and lay the foundation for long-term growth.
Solutions
The Succession Solution Workshop Series is a 3-day, hands-on experience designed to equip future owners with the mindset, skill set, and structure to carry your business forward—confidently and competently.
What You Get
- A 3-day, hands-on workshop for next-gen leaders focused on financial and leadership readiness
- A clear vision for shared ownership and a practical governance strategy
- A board model tailored for growth—with defined roles, onboarding, and meeting cadence
- Proven tools for buyouts, shareholder agreements, leadership development, and generational planning
- An optional follow-up session to support your ongoing succession journey
The Details
- Starting at $15,000; Optional in person facilitation for additional fee
Day
Strategy Day is a high-impact, one-day retreat that helps leadership teams clarify what matters most — strategy, goals, and execution — so you can stop chasing complexity and start driving performance. It’s not about adding more work.
What You Get
- A Clear Strategic Focus: Define your playing field, how you win, and what gets in your way—so your whole team aligns on direction and purpose.
- A Supportive Circle with Exclusivity: To ensure meaningful dialogue, groups are limited to 6–8 members.
- A 6–12 Month Executive Plan: Identify your top 3–5 priorities with clear ownership, deadlines, and key success metrics.
- A Stronger Culture of Accountability: Say goodbye to silos and crossed wires. Build habits that create clarity, trust, and follow-through.
The Details
- Delivery: One-day retreat
- Investment: Starting at $5,000
Conversations
Is your leadership team stuck in a cycle of indecision or avoiding the tough conversations that drive progress? Unresolved conflicts or challenges can stall projects, impact profitability, and erode team trust. Our expert facilitators help leaders navigate these candid conversations with clarity and confidence, fostering alignment, innovation, and action.
What You Get
- 60-minute discovery session to identify pain points and goals
- 2-hour facilitated team conversation
- 30-minute follow up meeting with key leader
- 60-minute 10-day team check in
- Access to Habit Builder technology for sustainable change
- A process to handle tough conversations your team can use again
The Details
- Delivery: 2-3 weeks
- Investment: $4,500 via Zoom; Optional in person facilitation for additional fee
Growth
Plan
Whether you’re a new or seasoned leader looking to develop growth plans for your team or gain clarity in your own role, our Leadership Growth Plan is here to help. If you’re short on time, unsure where to start, feeling overwhelmed, or seeking fresh perspectives, this personalized plan provides clear goals, actionable steps, and measurable progress—all to help you lead with confidence and purpose.
What You Get
- 60-minute discovery session with manager to identify expectations and set goals
- Hogan or TriMetrix Assessment – These assessments are designed to understand your personality to pinpoint specific growth areas
- 60-minute assessment debrief
- 60-minute collaboration on growth plan
- Documented Leadership Growth Plan
The Details
- Delivery: 3-4 weeks
- Investment: $2,500 via Zoom
Genius
Leadership
Consultation
Empower your leadership by uncovering your natural strengths and identifying key challenges through the Working Genius framework. This consultation provides a clear picture of how your personal working style—your innate strengths, competencies, and potential frustrations—impacts delegation, team dynamics, and overall productivity. Gain actionable insights to adjust your leadership approach, foster better team collaboration, and drive efficient execution.
What You Get
- Working Genius Assessment & Report
- 2-hour personalized leadership consultation, including a deep dive into your profile, analysis of leadership impact, and actionable strategies and next steps
- Follow-up summary
The Details
- Delivery: 1 week
- Investment: $1,750 via Zoom or locally in person
Skills
Training
SHV Partners Leadership Skills Training is tailored for small to medium-sized organizations without formal training programs. Our targeted sessions focus on developing essential leadership skills through engaging content, facilitated discussions, real-world application, and innovative Habit Builder technology. As a result of attending a Leadership Skills Training, leaders have the tools they need to grow, lead, and drive lasting success within any organization.
What You Get
- 60-minute discovery session to identify pain points and goals
- 90-minute facilitated team training around the chosen topic
- Practical exercises for application to real-world scenarios
- Access to Habit Builder technology for sustainable change
- 30-minute follow up session
The Details
- Delivery will be approximately 2-4 weeks
- Investment: $3,500 via Zoom; Optional in person facilitation for additional fee
How We Work
We use a team process consulting approach to help organizations align on their priorities to realize their future value through their people. This tailored approach is holistic and robust, uncovering core challenges and resulting in values-driven impact. We create a customized roadmap to your specific personal, team, or organizational needs that will act as a guide throughout our partnership.
Our Services
Our team of consultants creates safe spaces to deeply listen, uncover root causes, then co-designs a customized process using multidisciplinary approaches, adaptable tools, and shared learning to guide sustainable growth and long-term change. Here are our core service areas.
