Services

Certified Coaching | Consulting | Assessments | Training, Speaking and Mastermind Series since 2006.

Idea

Change the way you THINK

Expand your mind. Get clear. Strip away the junk.

Effective Anywhere

Change the way you WORK.

Set habits and routines that support your success. Grow.

Happy

Change the way you LIVE.

Lifestyle by design; create and enjoy!

INDIVIDUAL and GROUP COACHING

While most clients choose 6, 12, or 18 months of coaching/consulting & either weekly or biweekly sessions, all packages are fully customized to every client to create desired results…without extra cost.

What is Coaching?

Our services are different from traditional consulting, mentoring, counseling, therapy and related styles. Although discussions with your ESI Coach are confidential and personal, our conversations focus on moving forward to intentionally create desired results. Our style of coaching and consulting is not about “fixing” “problems;” our services facilitate people meeting their potential.

Find your coach/consultant now.  Meet the team.


ASSESSMENTS & PROFILES

Internationally acclaimed products and services from Extended DISC® to help individuals and teams maximize people in business. Includes Individual Analysis, Team Assessments, and Work-Pair Analysis for Communication & Leadership Style.

Extended DISC® assessments are designed to provide information that makes an impact, is actionable and, most importantly, has a positive impact on performance. Perfect for Hiring Managers, Human Resources, & Team Events. Envision Success Inc is a licensed affiliate of Extended DISC North America. LEARN MORE.

We also customize and facilitate Leadership 360 assessments and more!  Assess yourself for free now.

Ask us about various assessments we use to suit client needs. Contact Us.

BUSINESS CONSULTING SERVICES

Operational Assessments & Next Steps
We offer a full range of operational assessments to help you and your company achieve the results you envision. An Operational Assessment can range from employee interviews and role assessment to process observation and recommendations. These assessments provide valuable insights for business owners looking to take the next step in growth for the company.

Strategic Planning and Implementation Support
We are here to provide facilitation and idea generation to support your team in creating the best strategic plan for the business. Our services do not just stop at getting a plan captured, we are here to provide guidance on how to make your strategic business goals come to life. Once you plan is documented and ready to be communicated, we help you understand what is needed to communicate, implement, and execute that plan.

Project and Change Management Planning
Tackling the how to’s of a project can be daunting, we want you and your team to feel like they have a plan, understand the next steps, and understand what it means to execute well. These services can include support to create a great project charter, a detailed communication plan around your strategic goals, and operational coaching to help the employee’s leading the change navigate roadblocks as they arise. We want you to feel like you have the dedicated support to execute your next company project.

Business Process Improvement
Looking to improve a business process and have no idea where to start? Our business process improvement services help business owners understand their current process, identify where gaps are in the process and map a future state process that brings productivity and profitability to your operational business processes.

Merger & Acquisition Assessments
If your company is looking to grow through a merger of acquisition and you have no idea where to start with that assessment, we can help. We experience in financial services mergers and acquisitions, we can help you put together a plan with a support team to evaluate profitability, staff, technology, and business processes. The integration of another company brings many changes. We can support you as a business owner and be prepared for how to integrate this new business into your current model.

SPEAKING, WORKSHOPS & RETREAT EVENTS

Fully customized leadership & executive coaching retreats, group presentations, facilitation services, team building events. Fun!  Effective.  From 30 minutes in office to several days at a conference center to a week off-site retreat.

Popular topics include Goal Achieving, Time Management, Personal Leadership, Communication Styles, and Effective Meetings. LEARN MORE


TRAINING & OTHER DEVELOPMENT FORUMS

LEADERSHIP TRAINING

LEADERSHIP SERIES OMAHA: See scheduled and sample sessions held in person at our Omaha office. Or contact us to host your own group, for a single targeted session or for the whole annual series of 10 trainings. Typically 90 minutes; may be customized to suit.

VIRTUAL LEADERSHIP TRAININGWhile held online, these are interactive, engaging sessions!  Offered in partnership with InterAction Training, attendees are not required to be financial services industry professionals.  Open to all who are currently in a leadership role.  90 minutes.  Learn more or register here. Or contact us to host your own group, for a single targeted session or for the whole annual series of 4 trainings. 

CUSTOMIZED TRAINING OPTIONS: Contact Us for options

MOTIVATION ‘MasterMind’ GROUPS
Groups start at various times. both local and virtual/global.

The motivation ‘MasterMind’ groups are MUCH more than a “book study!”  This format is a great way to meet like-minded people and achieve goals, learn and apply relevant techniques, and benefit from group accountability as well as professional and peer coaching.  Group members meet twice monthly over 1 year, or weekly for shorter sessions, for 1 hour, typically in groups of 7-12.  LEARN MORE

ON-DEMAND COURSE LIBRARY

Self study and various blended media designed and curated for professional development, in a more affordable format than private coaching.  Contact Us 

Link to PURCHASE via check or PayPal: Click here

>