Executive Team Reflection & Session Prep

Meaningful. Measurable. Results.™

Complete this reflection before each session to surface what’s working, what’s derailing, and where your leadership team should focus next.

Leadership Team Health Index

ALIGN: Clarity on priorities and what success looks like 5 DECIDE: Decision quality, speed, and ownership 5 ENGAGE: Trust, candor, and productive challenge 5 EXECUTE: Follow-through and accountability 5 SUSTAIN: Learning, capacity, and team durability 5

Overall Health Index: 5.0 /10

Developing

Operating System Check 1. What is the #1 priority your leadership team must be aligned on right now to avoid drift? Possible Team Derailer - ALIGN: What is causing lack of clarity or misalignment? 2. What decision is stuck, unclear, or creating friction between functions? Possible Team Derailer - DECIDE: What is slowing decision-making or creating confusion? 3. Where is accountability breaking down on key commitments? Possible Team Derailer - EXECUTE: What specific barriers are preventing follow-through?

Team Dynamics & Practices 4. What conversation is the leadership team avoiding that would improve performance if had? Possible Team Derailer - ENGAGE: What is eroding trust or candor in the team? 5. What leadership team behavior is working well and should be amplified? 6. What leadership team behavior is derailing results and needs to stop or shift?

Learning & Session Focus 7. What did the leadership team learn from a recent win or failure that isn’t institutionalized yet? 8. What signal tells you the team’s pace or capacity is not sustainable? Possible Team Derailer - SUSTAIN: What is depleting the team’s capacity or preventing learning? 9. What would make this session valuable? What outcome do you want by the end?

System Impact & Results 10. What measurable change in the business traces back to better leadership team functioning? 11. What’s one story you could share with the Board about the return on this team’s work together?

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