Visiting

CHIEF of STAFF^TM

FROM

Visiting Chief of Staff™ Engagement

Our Visiting Chief of Staff™ offering provides organizations with a trusted, experienced partner to
support the CEO and other senior leaders on key strategic and cultural initiatives, allowing you to get
laser-focused on organizational priorities, cultivate highly engaged teams that communicate and
collaborate effectively, and create the foundation for meaningful, lasting results.

How does it work?

This 90-day engagement (typically 15-25 hours per week) with your Visiting Chief of Staff^TM increases critical bandwidth and expertise in the areas that matter most to you. We help you gain momentum around important initiatives and implement systems, processes, and tools that support cohesion, accountability, and long-term stability and success. Our engagement will be tailored to your unique priorities. We’ll set specific goals to be achieved in the 90-day time frame, while allowing for flexibility to meet emerging or evolving needs.

Why are we “visiting?”

The Chief of Staff is intentionally “visiting” (rather than “acting” or “interim”) to set the tone that we are being invited in as a dedicated, caring team member committed to the success of every individual in the organization. We are passionate about supporting people at all levels with practical skills and tools to build trust, navigate change and uncertainty, enhance well-being, and find meaning, connection, and joy in their work. Because we are “visiting,” we can always return for additional support when you call on us.

Do you need a Visiting Chief of Staff™?

If several of these common challenges are true and present for you and your organization, the Visiting COS^TM could be a valuable investment:

Your leadership team feels overwhelmed by the scope, scale, and complexity of competing priorities.

The most important or highest impact initiatives are not getting appropriate traction or results no matter how hard you try.

Unproductive conflict, communication issues, and/or accountability gaps are impacting productivity and performance.

Unprecedented change and uncertainty have impacted morale, forging a clear strategic path, or inspiring employee buy-in.

Employees are stressed out, leaving the organization, or disengaged.

You’ve spent time, energy, and resources on training and development, but struggle to implement new learning and tools or inspire desired behavior change once your trainers leave.

Typical Areas of Visiting Chief of Staff™ Focus and Responsibility

Confidential thought partner to CEO

Your Visiting Chief of Staff will be a certified executive coach with leadership experience and specialized expertise to support you.

Weekly confidential strategic and/or coaching conversations to tap inherent wisdom, challenge traditional thinking, ignite curiosity and creativity, and inspire insights that lead to clarity and confidence in decision making.
Provide ongoing thought and accountability partnership, as leader prioritizes, takes action, and manages relationships and outcomes.
Develop messaging, communications, and stakeholder engagement strategy around high stakes, sensitive, and confidential issues.

Culture development and cultivation

Through our training and coaching expertise, we partner with your team to co-create the foundation for a healthy, high-performing culture in which both people and results thrive.

Facilitate rich leadership and team dialogues to define, redefine, or affirm the organizational mission, vision, and values that guide priorities and behaviors.
In partnership with leaders and employees, conduct organizational review and create culture blueprint with clear goals, action steps, and long-term sustainability plan.
Implement assessment, training, and coaching strategy to provide insights, skills, tools, and support needed to model values, increase effectiveness, and enhance well-being, engagement, and fulfillment.

Outcome acceleration and amplification

Leveraging “emotionally intelligent execution discipline,” we help you develop, refine, and implement accountability processes that support organizational, team, employee, and stakeholder success.

Thought partner and support to senior leaders to think boldly about what is possible and make the most meaningful difference for employees, clients/customers, and other stakeholders.
Consultative approach with employees to ensure role clarity, metric-driven goals, workflow efficiency, outcome achievement – and personal fulfillment and well-being.
Specialized training and tools for frontline managers to empower employees to deliver their best work, cultivate their strengths, and feel supported, respected, and valued.

ADDED VALUE

Lasting Impact and True ROI through Affordable Training & Cultural Implementation

This engagement will be particularly valuable if you would like to implement team-based cultural frameworks such as Everything DiSC^® and The Five Behaviors of a Cohesive Team. Purpose Journey^® is an Authorized Partner for both, which means we can not only provide training and assessments – we can facilitate certification for your internal human resources team and support your ongoing success with these powerful culture catalysts. As an embedded member of your team, we’re able to offer these popular trainings, assessments, and coaching at far below typical consulting rates – and help you integrate them into your culture and everyday work interactions for lasting impact and true ROI.

What is a Chief of Staff?

While most of us have become familiar with the Chief of Staff position in the political and government space, this organizational role is becoming more popular in private sector environments due to the unique blend of strategic, operational, and cultural skills and the agility to address both pressing needs and longer-term goals, both the strategic and tactical.

A Chief of Staff (COS) is a trusted advisor to the CEO who helps bring the organization’s vision into focus and fruition, while cultivating team cohesion and success. While the role can look very different depending on the organization, the COS typically helps foster effective communication and collaboration, helps prioritize and manage strategic initiatives, and identifies and implements processes that ensure effectiveness, efficiency, and results.

While our Visiting Chief of Staff™ engagement also is tailored to each client’s needs and priorities, our offering emphasizes culture development with vital processes, practical tools, and rich training and support designed to set your organization up for sustainable success at the end of our stay.

Are we a good fit?

At Purpose Journey®, we’re serious about co-creating meaningful, lasting results with our partner clients. That’s why we have limited our one-time training engagements and have created richer and deeper offerings that are more likely to set up organizations and their people for long-term success. Everything we’ve outlined in our Visiting Chief of Staff™ overview represents our relationship-focused and trust-based approach to our work.

If you are a purpose-grounded, human-centric, and impact-driven organization (or aspire to be!), and are committed to dedicating the internal resources to sustaining it – we want to connect with you!