Case Study #1: From “We’re Lost” to Aligned Leadership
Client Snapshot:
A thriving local architecture firm with five partners — two senior and three junior — known for exceptional design and strong business results.
The Challenge:
Despite their success, the partners described themselves in one word: “lost.” They lacked clarity on their shared vision, individual roles, and the firm’s direction for the future. The team needed space to realign around purpose and reconnect as leaders, not just project managers.
The Approach:
We began with a full-day retreat focused on Insights Discovery and open dialogue. Using the color energies, each partner gained a clearer understanding of their own leadership style — and how those differences could strengthen the team rather than divide it.
Through reflective conversations about individual hopes and dreams, and a deep dive into processes and decision-making, the group developed concrete next steps to move forward with clarity and trust.
To sustain momentum, we met monthly for two years, recalibrating progress and realigning around shared goals. As the partnership evolved, we convened a second retreat centered on succession planning, ensuring the firm’s legacy and leadership continuity.
The Impact
What began as a team feeling lost turned into a partnership grounded in alignment, accountability, and shared purpose. The firm emerged with:
- Clearer roles and decision-making structure
- A renewed and shared vision for the future
- intentional plan for leadership transition
Today, the partners lead with confidence and clarity — and continue to build a firm that reflects their collective values and vision.
The Impact
The team’s perception shifted from frustration to appreciation. They gained:
- A shared language for understanding differences
- Improved trust and morale
- Stronger connection between leadership and staff
What began as tension became teamwork — grounded in mutual respect and insight.
Case Study #2: Turning Friction Into Understanding
Client Snapshot
A local nonprofit team serving the foster care system, dedicated to supporting children and families in crisis.
The Challenge
After hiring a new manager, the team’s morale plummeted. The manager’s high Cool Blue energy — focused on structure, process, and accountability — was misunderstood by his team as cold and uncaring. Communication suffered, and trust eroded.
The Approach
We began with individual coaching for the new manager, exploring how he could flex his style to connect more effectively. By dialing up his Sunshine Yellow energy, he started leading team meetings with “weekly wins” and sharing more about himself personally — small shifts that made a big difference.
Next, I facilitated a half-day Insights Discovery workshop with the full team. As participants explored their color energies, they had a lightbulb moment: almost none of them carried much Blue energy. For the first time, they understood their manager’s approach — and recognized how his accountability mindset was helping the organization thrive.
Three months later, in a follow-up session, the team rated their culture as an 8 out of 10, up from a 3 out of 10 before the workshop.
Case Study #3: Building a Common Language of Leadership
Client Snapshot
A thriving local healthcare organization providing primary care across multiple sites. Known for strong leadership and a healthy culture, the company wanted to keep investing in its people and communication.
The Challenge
There wasn’t a pressing problem — just an opportunity. After experiencing the Insights Discovery model at a local CPA lunch and learn, the CEO saw firsthand how powerful a shared language of communication could be. He wanted to bring that same clarity and connection to every corner of the organization.
The Approach
We started with a half-day Insights Discovery session for the leadership team, creating alignment around communication and collaboration.
The CEO then extended the learning to physicians and their spouses by gifting them personal profiles and facilitated conversations during the annual physician retreat — an unexpected and deeply engaging experience.
Next came a half-day session for supervisors across all office sites, ensuring consistent language and leadership practices at every level.
Then came the big question: How do we scale this to the entire company?
The HR team got creative — hosting four Saturday morning employee retreats, where staff could choose one to attend. Each retreat included sessions on the color energies, resilience, and financial planning — blending personal growth with professional development.
Just recently, the organization unveiled a company-wide t-shirt celebrating how they’ve woven the color energies into their core values — a visible symbol of a truly shared culture.
The Impact
- A common language of communication organization-wide
- Stronger relationships across roles and departments
- A lasting integration of the color energies into the company’s identity
What began as a simple workshop has grown into a cultural cornerstone — a standout example of how to embed Insights Discovery into an organization’s DNA.
Ready to Bring Fresh Energy to Your Team?
You will not regret making time for this kind of work.
If you’re the leader, you need to participate—your presence matters. Give yourself and your team the gift of a skilled facilitator who can guide meaningful conversation, spark reflection, and turn insights into practical action.
Don’t put this off any longer. Let’s make it happen—whether over coffee in Augusta or a quick Zoom call.