Case Studies

Case Study #1: Creating a Management Team


Petey was hired as a business coach for the president of a full-service roofing company with over 200 employees. The Company had aggressive growth plans and the owner wanted to create a self-performing management / leadership team. Petey needed to reposition perceptions and expectations to create efficient processes, personnel working at their highest and best use and increased revenue and yield.

Action Steps:

  • Deliberate steps were put in place for the president to consciously delegate and empower the various levels of management, as well as directing his time, toward being more focused on executing his vision for the company.
  • Established an issue / solution-based strategic plan implemented by the Executive Committee with input from participating employees, and including advance surveys, onsite participatory communication, follow-up procedures and measurements of accountability.
  • Developed an interview process for hiring and upgrading the employee base using formulas to disclose skill, knowledge, attitude and behavior.
  • Facilitated a three-month customized ‘Leadership Boot Camp’ for top management designed to take them to the next level, including 360-degree evaluations and exercises in ‘Crisis Management.’


Petey’s strategic plan gave the president new time management skills that created measurable productivity and helped empower department leaders. The company organization chart was redesigned and a succession plan implemented to meet the goals of senior management, and resulted in shared values and direction with immediate and lasting company buy-in. The Boot Camp created a road map for personal, team and company growth taking the firm to the next level of yield and revenue.

“Petey helped me focus on the “quality of time," both professionally and personally. She helped me balance my responsibilities. Her assistance in redefining the job duties helped me attain our desired goals and has changed my life. Petey brought insight into employee generational differences and has helped us reach new heights within our company. I whole-heardedly recommend her services. Be prepared to be challenged beyond your comfort zone, pushed to reach your potential and made accountable to reach your goals."

- Steve Little, President of KPost Company