Engagement Example 4
SVP Positioned as CEO Successor
Challenge
An SVP of Operations at a $500M revenue enterprise technology company was on the CEO succession shortlist but lacked the board relationships and enterprise visibility to be the frontrunner. Two other SVPs were competing for the same succession track. The board had communicated that the next CEO would need to demonstrate enterprise-level thinking, strong board rapport, and the ability to lead across all functions, not just operations.
Approach
We designed a 12-month engagement focused on three areas: building individual relationships with board members, developing an enterprise strategic narrative that transcended the operations function, and creating visibility across the organization that positioned the SVP as a whole-company leader. We coached every board interaction, developed a communication strategy for cross-functional influence, and rehearsed the critical conversations that would shape the board's perception.
Result
After 12 months, the SVP was named the board's preferred CEO successor. Board members cited the quality of strategic thinking, comfort in board interactions, and demonstrated ability to lead beyond the operations function as the decisive factors. The formal succession timeline was set for 18 months.