Thank you, client , for your interest in the Executive Transition & Change Execution Advisory Engagement.
This intake supports preparation for an initial Leadership Dialogue, focused on executive transition, leadership judgment, and change execution. It helps clarify your leadership context, transition or change dynamics, and areas of focus.
The engagement is advisory-led, with coaching used as the primary delivery mechanism to support reflection, decision-making, and execution. The questions below are designed to surface context, priorities, and areas of complexity that may benefit from advisory and coaching support, and to support an initial assessment of fit and scope.
All information shared is confidential and reviewed only by me. Your responses are used solely to inform the initial conversation. Please complete the form thoughtfully — there is no expectation of polish or certainty.
Organization Name
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Your Role / Title
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Leadership Context & Transition
What leadership transition, role evolution, or change are you currently navigating (or anticipating)?
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Which of the following best reflects the challenges you are facing?(Select all that apply)
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Outcomes & Direction
Looking ahead, what would meaningful progress or success look like for you over the next 6–12 months? (please specify)
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Engagement Context
How are you approaching this engagement?
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Assessment Insight (Optional)
Would you be open to incorporating validated leadership assessment insight (e.g., Hogan) as part of this engagement, if appropriate?
(This is optional and discussed during scoping.)
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Professional Acknowledgement
Please confirm your understanding of the following:
This engagement combines executive and people advisory with organizational executive and leadership coaching, delivered within a clearly governed, ICF-aligned coaching process.
Any engagement will be subject to a formal proposal and coaching agreement.
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Next Steps
Thank you for sharing your reflections. Your responses will inform our initial conversation, where we will:
No preparation beyond this form is required.
Warm regards,
Marquisa
Founder & CEO, The HR Savant
Global HR Executive & People Advisor
Organizational Executive and Leadership Coach