Case Study | Energy Services

Leaders who could keep pace with the business.

A PE-backed energy services company was scaling fast through growth and acquisition, and its new and emerging leaders needed to keep pace. After the program, those leaders were better equipped to lead through continuous change and uncertainty as the business kept growing.

Black background with white topographic contour lines forming an abstract pattern.

95%

Said the content applied directly to their leadership role

6

Modules, delivered over 4 to 6
months

2

cohorts of new and emerging
leaders

01 / THE CONTEXT

The Challenge

The company was growing fast under private equity ownership, and many strong technical people had moved into their first management roles. Senior leadership wanted a stronger leadership bench to support that growth.

The new leaders were running into three common problems:

  • Building trust with peers and teams, often across sites and in hybrid setups

  • Confidence and assertiveness: making their voices heard and holding people accountable

  • Resistance to change from established employees when they introduced something new

02 / THE APPROACH

What we built.

The program was designed backward from the business: strategic priorities first, then the competencies that serve them, then the behaviours we wanted to see, and only then the content.

The six modules


  1. Leading Self with DiSC & Neuroscience foundations

  2. Emotional Intelligence with Agile EQ

  3. Mindset and Growth Orientation

  4. Effective Communication

  5. Team Building and Collaboration

  6. Basic Management Skills

What made the learning stick


  • Pre-work, and a conversation with their own manager before starting

  • Peer accountability through a friendly cross-department challenge

  • Habit-building text nudges between sessions

  • One-on-one integration coaching for every participant

03 / THE IMPACT

What Changed

Leaders described specific changes in how they led, in their own words.

01.

Emotional intelligence and self-leadership

Stays composed when
plans shift

“Confidence in my response in difficult situations.” One leader stopped taking on more than necessary and started holding others accountable.

02.

Communication and influence

Raises issues early,
communicates clearly

One leader set up a monthly deadline meeting: “we can set achievable goals and meet those goals.”

03.

Change leadership

Brings others along
through change

When a team became short-staffed, the leader reset expectations with compassion. Another rallied the team under tight deadlines and moved forward with the majority on board.

“The collaborative and honest discussions amongst our peers.”

Participant, on the most valuable part of the program

04 / THE LASTING VALUE

After the program

The best sign a program worked is that people keep going without you, and these leaders did.

  • The learning continuedwithout outside support after the program ended.

  • Relationships became a working network.Leaders used each other to solve problems across departments and find internal efficiencies.

  • The network held through change.When senior leadership changed, this group leaned on each other for support and stability.

A True Partnership

“Working together felt like a true partnership. The content was never off-the-shelf. It was built for us, and you could tell. Heather took the time to understand our business, our people, and what would land well. She challenged our managers in the right ways and created space for meaningful dialogue. The facilitation was engaging and grounded.”

Andrew P., President

LET’S TALK ABOUT YOUR TEAM

Is this your organization?

This program may fit if:

  • Your engagement survey is asking for more leadership development

  • You're promoting strong technical people into their first leadership roles

  • Your leaders work across sites or departments and rarely connect

  • You don't have internal HR capacity to design and run a program yourself

Every program is built around your strategy and culture, not taken off the shelf.