Compass Strategic Planning Process
Foundation | Simplify | Lead with Clarity | Grow Sustainably
The Compass Strategic Planning Process transforms strategy from a static document into a living operating system that drives daily focus, alignment, and sustainable growth.
Rooted in our Foundation-Simplify–Lead with Clarity–Grow framework, the process balances strategic intent with practical execution—ensuring freedom within a framework where leaders can act entrepreneurially while maintaining organizational control.
Simplify: Define your Strategic Intent—where to play and how to win—anchored in purpose, vision, and values. Through an 80/20 Front-to-Back analysis, we identify the markets, customers, and products that create the most value, filtering out the noise to reveal what to stop doing or treat differently.
Lead with Clarity: Redesign your structure from a clean slate, clarify accountabilities, and close organizational “white space.” Teams gain autonomy within clear decision rights, fostering innovation with discipline.
Grow: Build a bridge to the future by integrating optional tools like the Focus Application or other solutions that manage KPI dashboards, cascading meeting rhythms, and real-time visibility of progress—while developing leaders who coach, align, and execute consistently.
Coaching
Our coaching team at Compass Performance Inc. combines a diverse range of expertise in executive, business, and individual high-performance coaching. With a solid track record of nurturing leadership talent, optimizing team dynamics, and boosting performance at all levels, we deliver a holistic and comprehensive approach. Partner with us to elevate your performance to new heights of excellence, both individually and organizationally. Ready to take the next step? Follow the link for more information.
Roundtables
At Compass Performance, Inc., our Roundtables are built on the Foundation • Simplify • Lead • Grow operating framework—bringing together seasoned leaders in a professionally facilitated, peer-driven environment designed to accelerate clarity, confidence, and execution.
We currently offer five Roundtable tracks:
- Manufacturing Executive Roundtable
- Service Business Executive Roundtable
- Human Resource Executive Roundtable
- HiPo (High Potential) Leader Roundtable
- Sales Executive Roundtable
Each Roundtable is a trusted, results-driven community where leaders engage in candid dialogue, apply real-world issues, and gain perspective from peers facing similar situations and complexity—while benefiting from a cross-functional, cross-industry lens, including agile manufacturing and engineering perspectives that challenge traditional thinking and unlock new ways of operating.
Grounded in Positive Intelligence® (PQ)—the operating system for sustainable performance and well-being—participants strengthen their ability to quiet saboteurs, stay focused under pressure, and lead with clarity and composure. PQ is not theory; it is a practical discipline integrated into how leaders think, decide, and execute.
Through 80/20 front-to-back thinking, members simplify complexity, focus on the few priorities that create the greatest impact, and eliminate distractions that slow growth—especially in environments requiring speed, adaptability, and cross-functional alignment.
Beyond strategy and tools, Compass Roundtables offer something rare: authentic camaraderie and accountability. Modeled after over a decade of active-duty U.S. Navy leadership experience, this environment transforms peers into trusted allies—creating a community where leaders are challenged, supported, and expected to show up fully.
Roundtable space is intentionally limited to preserve trust, depth, and quality of dialogue. Cohorts fill quickly—early registration is strongly encouraged.
Manufacturing Executive Roundtable
For CEOs, Presidents, and P&L Leaders in Manufacturing & Product Companies
The Manufacturing Executive Roundtable is a curated peer forum for senior leaders navigating growth, complexity, and transformation in manufacturing and product-driven businesses.
This is not a mastermind to consume—it’s a disciplined, confidential space to think clearly, challenge assumptions, and execute with intent.
Grounded in the Compass Performance Framework (Foundation • Simplify • Lead • Grow), the roundtable integrates:
- 80/20 Front-to-Back thinking to cut through complexity
- Agile manufacturing and engineering perspectives to increase speed, flexibility, and cross-functional execution
- Cross-industry insight from leaders facing similar operational, market, and leadership pressures
- Positive Intelligence® (PQ) to strengthen mental fitness, sharpen judgment, and lead with clarity under pressure
Participants operate with freedom within a framework—bringing real business challenges to the table while benefiting from structured facilitation and shared operating principles.
The result:
- Clearer priorities
- Better decisions across Sales, Engineering, Operations, and Supply Chain
- Stronger accountability without bureaucracy
- Momentum aligned to P&L outcomes
This roundtable is intentionally limited in size to preserve trust, depth, and candor. Seats fill quickly.
👉 Register for the Manufacturing Executive Roundtable Information Session
Explore the structure, cadence, and outcomes of the Manufacturing Executive Roundtable experience.
Service Business Executive Roundtable
For Owners, Managing Partners, and Senior Leaders in Service-Based Organizations
The Service Business Executive Roundtable is a curated peer forum for senior leaders and owners of service-based organizations—including legal, financial, advisory, architecture, and professional services—who want to scale with confidence while keeping client experience and people performance at the center.
This is not a mastermind to consume.
It is a disciplined, confidential space to simplify complexity, challenge assumptions, and execute with intent in people-intensive businesses.
Grounded in the Compass Performance Framework (Foundation • Simplify • Lead • Grow), the roundtable integrates:
- 80/20 Front-to-Back thinking to simplify operations, focus on high-value clients and services, and eliminate distractions that limit growth
- Cross-functional, cross-industry insight from leaders facing similar growth, talent, and margin pressures
- Leadership behavior and execution alignment to strengthen decision-making in complex client environments
- Positive Intelligence® (PQ) to build mental fitness, quiet saboteurs, and lead with clarity, confidence, and composure under pressure
Participants operate with freedom within a framework—shaping the agenda around real-world service challenges while benefiting from structured facilitation and shared operating principles.
Common Focus Areas
- Scaling without eroding client experience
- Talent attraction, retention, and accountability
- Simplifying processes in high-judgment, high-relationship work
- Strengthening leadership presence and decision-making
- Aligning strategy, culture, and execution
The Result
- Clearer priorities across clients, people, and services
- Stronger leadership behaviors without bureaucracy
- More consistent execution in complex environments
- Sustainable growth aligned to profitability and culture
This roundtable is intentionally limited in size to preserve trust, candor, and depth.
Seats fill quickly.
👉 Register for the Service Business Executive Roundtable Information Session
Explore the structure, cadence, and outcomes of the Service Business Executive Roundtable experience.
The Human Resource Executive Roundtable
For CHROs, VPs of HR, and Senior People Leaders
The Human Resource Executive Roundtable is a curated peer forum for senior HR leaders operating at a strategic level—those responsible for shaping culture, talent strategy, leadership capability, and organizational effectiveness in increasingly complex, technology-driven environments.
This is not a mastermind to consume.
It is a disciplined, confidential space to think clearly, challenge assumptions, and execute with intent across the people systems that enable business performance.
Grounded in the Compass Performance Framework (Foundation • Simplify • Lead • Grow), the roundtable integrates:- 80/20 Front-to-Back thinking to simplify HR priorities, focus on the people initiatives that drive the greatest business impact, and eliminate low-value activity
- Cross-functional, cross-industry insight from HR leaders navigating transformation, growth, compliance, and workforce evolution
- Leadership and organizational alignment to strengthen trust, accountability, and execution across the enterprise
- Positive Intelligence® (PQ) to build mental fitness, quiet saboteurs, and lead with clarity, confidence, and composure—especially in high-stakes people decisions
- Understand the real impact of AI on roles, skills, and workforce design
- Move beyond tools toward intentional HR architecture—clarity of roles, decision rights, capabilities, and operating models
- Balance automation, analytics, and speed with human judgment, culture, and trust
- Prepare the organization for scale without breaking people systems
- AI and HR Architecture perspective to help leaders:
- Participants operate with freedom within a framework—bringing real, timely challenges to the table while benefiting from structured facilitation, shared language, and peer-level candor.
- Aligning people strategy with business strategy
- Leading culture through growth, disruption, and uncertainty
- Preparing the workforce for AI-driven change without erosion of trust
- Talent shortages, retention, and leadership readiness
- Strengthening executive presence and influence at the leadership table
- Balancing compliance, process discipline, and agility
- Designing HR systems that scale—structure, governance, capability, and culture
- Clearer priorities across talent, culture, and execution
- Stronger HR influence without added bureaucracy
- More confident decision-making in complex people situations
- HR strategies and architectures that scale with the business—not against it
- This roundtable is intentionally limited in size to preserve trust, candor, and depth.
Executive Roundtable Information Session
Explore the structure, cadence, and outcomes of the Human Resource Executive Roundtable experience.
High Potential Leader Roundtable
For Early to Mid-Career Professionals Preparing for Expanded Leadership
The High Potential Leader Roundtable is a curated peer forum for rising leaders who are ready to step into greater responsibility, influence, and impact—without losing themselves in the process.
This is not a program to consume.
It is a disciplined, supportive space to build confidence, sharpen judgment, and develop the leadership mindset required for the next stage of your career.
Grounded in the Compass Performance Framework (Foundation • Simplify • Lead • Grow), the roundtable integrates:
- 80/20 Front-to-Back thinking to simplify priorities, focus on what matters most, and avoid overwhelm early in your leadership journey
- Cross-functional, cross-industry perspective to broaden how you think about leadership beyond your current role or function
- Leadership skill development focused on communication, decision-making, accountability, and presence
- Positive Intelligence® (PQ) to strengthen mental fitness, quiet saboteurs like self-doubt, people-pleasing, or overthinking, and lead with clarity, confidence, and composure under pressure
Participants operate with freedom within a framework—bringing real challenges and aspirations to the table while benefiting from structured facilitation, shared language, and peer-level trust.
Common Focus Areas
- Building confidence and executive presence early
- Navigating ambiguity, feedback, and influence without authority
- Transitioning from individual contributor to leader
- Managing pressure, self-doubt, and competing expectations
- Clarifying career direction and leadership identity
- Developing habits that support long-term success, not burnout
The Result
- Clearer priorities and stronger self-leadership
- Improved communication and decision-making
- Greater confidence navigating complex workplace dynamics
- A trusted peer network that accelerates growth
- Momentum toward leadership roles you actually want
This roundtable is intentionally limited in size to preserve trust, candor, and meaningful connection.
Seats fill quickly.
Roundtable Information Session
Explore the structure, cadence, and outcomes of the High Potential Leader Roundtable experience.
Sales Executive Roundtable
For Sales Leaders, Business Development Executives, and Revenue Owners
The Sales Executive Roundtable is a peer forum for senior sales and business development leaders responsible for driving growth in complex, competitive, and relationship-driven markets.
This roundtable is designed for leaders who carry revenue accountability—and who want to strengthen sales effectiveness without adding unnecessary complexity, pressure, or burnout.
This is not a mastermind to consume.
It is a disciplined, confidential space to think clearly, challenge assumptions, and execute with intent across the full sales system—strategy, process, behavior, and mindset.
Grounded in the Compass Performance Framework (Foundation • Simplify • Lead • Grow), the roundtable integrates:
- 80/20 Front-to-Back thinking to focus sales effort on the customers, solutions, and markets that drive the greatest value
- Cross-industry sales insight from leaders navigating long sales cycles, complex buying groups, and differentiation in commoditized environments
- Sales behavior and execution alignment across targeting, discovery, value articulation, and closing
- Positive Intelligence® (PQ) to strengthen mental fitness—reducing Saboteur-driven behaviors and enabling clearer judgment, confidence, and resilience under pressure
Participants operate with freedom within a framework—bringing real, current sales challenges to the table while benefiting from structured facilitation, shared language, and peer-level candor.
Common Focus Areas
- Improving sales effectiveness without increasing activity or headcount
- Clarifying ideal customer profiles and high-value opportunities
- Strengthening discovery, differentiation, and close discipline
- Reducing stalled deals and inconsistent conversion
- Building confidence and composure in high-stakes sales conversations
- Aligning sales strategy, mindset, and execution across the team
The Result
- Clearer priorities across customers, opportunities, and markets
- More consistent, trust-based sales execution
- Stronger differentiation without complexity
- Sales leaders who operate with confidence, focus, and resilience
- A repeatable sales operating model that scales without burnout
This roundtable is intentionally limited in size to preserve trust, depth, and meaningful peer engagement.
Seats fill quickly.
Explore the structure, cadence, and outcomes of the Sales Executive Roundtable experience.
Leadership Development
At Compass Performance, Inc., leadership development is delivered with clarity, structure, and impact across three progressive levels.
Our Team Leadership Development Program (TLDP) equips team leaders to build alignment, accountability, and cohesive performance.
The Leadership Development Program (LDP) provides first-time leaders with the essential skills and mindset shifts needed to transition from individual contributor to confident leader.
For those preparing to drive larger results, the Accelerated Leadership Development Program (ALDP) develops current and future P&L leaders, sharpening their ability to lead strategy, execution, and transformation at speed.
Each program is grounded in 80/20 Front to Back, ensuring leaders focus on the few things that matter most, and powered by Positive Intelligence™, the operating system for great results and happiness. Together, these programs create a transformational pathway that strengthens leaders at every stage, driving both personal growth and organizational success.
Organizational Culture
Enhancing your organizational culture is a multifaceted journey that requires a strategic approach.
With Compass Performance Inc.'s Organizational Culture Workshop, we guide you through a transformative process to evolve and strengthen your culture.
Our comprehensive steps include defining your desired culture, conducting assessments, identifying strengths and weaknesses, and setting measurable improvement goals.
We involve leadership and key stakeholders, develop a cultural transformation plan, and implement change initiatives.
Through communication, education, and fostering employee engagement, we help you sustain and embed a positive culture.
Join us to create an environment where everyone thrives and contributes to the organization's success.
