Category: Insights & News

Join Diane Adams, Manager of Business Development at Trainual, and Erica Roberts, Certified Business Guide with inVantage, for an insightful conversation as they seek to answer the Scalability question. Listen to the lessons they share on what impacts effectiveness and what will create company value as a result of Playbooks.

What You’ll Learn:

• Why neglecting documented processes can hinder scalability
• How leaning into Playbook principle within the Pinnacle Business Operating System creates consistency and efficiency
• How Trainual makes building and maintaining playbooks simple and effective
• Actionable steps to safeguard your business for long-term success

Watch the full 30-minute conversation and take the first step toward building a scalable, high-value company!

The inVantage Executive & Leadership Coaching Program is designed to drive personal growth and measurable business results for leaders. Available in six- and twelve-month options, the program blends the art and science of leadership development, offering tools like EQ-I 2.0 and DiSC® Work of Leaders assessments to enhance self-awareness and leadership effectiveness. Each participant receives a personalized development plan, actionable goals, and regular check-ins to ensure accountability and progress.

The twelve-month option adds advanced tools like the Working Genius Assessment and personalized leadership branding, with an optional 360° assessment for comprehensive feedback. Through one-on-one or team-based coaching, the program uses data-driven strategies to foster stronger leaders and more cohesive teams.

With a focus on self-awareness, relationship management, and clear leadership, inVantage helps leaders transform personally while boosting business performance. Whether emerging or experienced, leaders are equipped to reach new heights.

Ready to climb your leadership mountain? inVantage is here to guide you to the summit.

We are excited to announce the launch of the inVantage Playbook Accountability Program. This program was created after seeing too many clients struggle with the pains caused by non-standardized processes and has been purposely designed to streamline your business processes, drive consistency, and enhance enterprise value. Through a structured, hands-on approach, an experienced Guide helps your team develop, document, and implement playbooks for key business operations. Over 12 weeks, the Guide serves as an accountability partner, ensuring that your business operates efficiently, minimizes risks, and supports sustainable growth.

inVantage – Business Guides introduces Erin Dalton as the new Business Operations Manager for our organization. Erin will be leading the overall practice and office management for our team of coaches, ensuring our sessions and events run smoothly. She is also accountable for our overall workflow, technology (including ninety.io), and our marketing program.

Erin’s background includes over two decades of diverse experience spanning the AEC industry, education, and corporate environments, specializing in streamlining processes, enhancing client experiences, and driving organizational efficiency. Strengths include:
💪 Solving problems
💪 Fostering collaboration
💪 Supporting teams with extraordinary attention to detail

Erin balances focused planning with hands-on execution, ensuring smooth operations and positive outcomes. She is passionate about combining creativity and organizational excellence to make a lasting impact. Fun fact: Erin is also currently a 4.0 graphic design student and recently earned “Best in Show – Photography” at the 2024 GTC Student Design Show!

With Erin’s arrival, we also say a bittersweet “until later” to Anna Cottrill who is leaving to pursue her career in the wellness industry. She’s already an incredible holistic health and nutrition coach, as well as a Pilates instructor. Nothing feels as wonderful as when you see a team member thrive and pursue their dreams!

Building a High Performing Team was the focus of inVantage’s session with the Waukesha County Business Alliance’s Leadership Waukesha County cohort. Leadership Waukesha County is a leadership development program that has been offered by the Waukesha County Business Alliance for over 30 years. This program provides tools and education to level-up participants’ leadership skills.

inVantage CEO, Kelly Renz, guided participants through three main components that set high performing teams apart, including: team lifecycle, the Five Dysfunctions of a Team, and team rhythms.

Team lifecycle focuses on the importance of knowing the maturity stage your team is experiencing: Forming, Storming, Norming, Performing and Adjourning. Did you know that most teams will toggle back and forth in the stages as team members are added or leave?

Participants used the Five Dysfunctions of a Team tool by Pinnacle Business Guides to assess their current team and discuss ideas of how to strengthen team cohesion.

Team rhythms taught participants that being a good leader also means running a good meeting and following a good meeting cadence: daily Stand Up’s, Weekly Tactical’s and Monthly Accountability.

We are proud to say that one of our inVantage clients, Jim Schneberger at New Berlin Plastics, is a co-facilitator at Leadership Waukesha County with us.

inVantage CEO Kelly Renz spoke about how to Build a High Performing Team at the Strategic Leadership Series hosted by the University of Wisconsin – Milwaukee.

What is a high performing team? A high performing team is an interdependent, clearly role-defined group of individuals who possess high emotional intelligence (EQ), share responsibility, and demonstrate mutual trust and values, with a clear focus on a common goal.

The focus of the session was to discuss the four main components of high performing teams including: team lifecycle, teambuilding strategies, team rhythms, and team and individual measurements of success.

The day ended with a challenge for participants to commit to two actions they will take to build an even higher performing team.

At the Pinnacle Leadership Council event on Friday May 5^th, inVantage clients were given the opportunity to participate in Pinnacle’s new tool: Downturn Readiness Assessment. This tool acknowledges that a downturn is inevitable and helps assess how prepared a company is to face it. Participants evaluated seven areas of business ranging from human capital to finances to understand their preparedness for downturn. The tool also features a list of the top ten strategies for thriving through a recession as recommended by CEOs.