From Foundational Theory to Step-by-Step Implementation: How-To Courses for In-House People & Culture Teams and External Leadership & Culture Coaches and Advisors

CEO Succession: Designing the Path, Coaching the Shift

Succession planning, readiness assessment, board engagement, internal vs external candidates, transition choreography

High-Impact Executive Teams: Coaching for Collective Performance

Executive team alignment, collective decision-making, trust and dynamics, shared purpose and execution rigour

Culture from the Top: Coaching the CEO to Align Culture and Strategy

CEO-led cultural alignment, diagnostics, behaviour change, strategy–culture coherence, transformation journeys

C-Suite Coaching Partnering at the Top of the System

One-on-one coaching with CEOs, legacy, vertical development, influence, resilience, inner/outer alignment

Masterclasses for Coaching CEOs and Their Teams

CEO Succession: Designing the Path, Coaching the Shift

Succession planning, readiness assessment, board engagement, internal vs external candidates, transition choreography

High-Impact Executive Teams: Coaching for Collective Performance

Executive team alignment, collective decision-making, trust and dynamics, shared purpose and execution rigour

Culture from the Top: Coaching the CEO to Align Culture and Strategy

CEO-led cultural alignment, diagnostics, behaviour change, strategy–culture coherence, transformation journeys

Coaching the CEO: Partnering at the Top of the System

One-on-one coaching with CEOs, legacy, vertical development, influence, resilience, inner/outer alignment

Hi, I'm Katharine.

Over my 35-year career, I’ve worked both “inside” as a senior executive – serving as the most senior People & Culture officer at Commonwealth Bank and Cochlear and “outside” as a C-Suite advisor to over 50 organizations, specializing in CEO succession, leadership psychology, and culture blueprinting.

As a natural storyteller and teacher, I connect with audiences through tales of leadership lessons I’ve taught clients and those I’ve learned firsthand in the executive chair. I complement these relatable (and often hilarious) stories by challenging audiences with fresh perspectives. Lately, I’ve drawn on topics like neuroscience, ancient philosophy, and everyday psychotherapy.

Known for my Oprah-like audience connection, I engage participants to work with me in real-time, helping them translate their “aha” moments into actionable steps they can take to their next meeting or into their home life.

Inquire Now for More Info

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Forge Future-Ready Talent

Other services Katharine offers…

Let’s shape the future of talent together.

How to plan and implement CEO Succession

Week 1: Writing the Proposal for CEO Succession

  • The definition of “succession readiness
  • The risks of not being succession ready
  • Arguing to your organisation or client the ROI of succession planning, including proposal templates
  • Case examples of CEO succession done well and done poorly and .The overall project plan of a succession project

Week 2: Establishing the ideal successor profile

  • Agreeing on timing, process and scope with the Board/Owner\
  • Determining the essential qualities and skills of the successors with the current CEO, Board, clients, suppliers and experts in the industry, including sample questionnaire
  • Analysing external strategic and competitive context and internal organisational needs
  • Assembling and presenting the ideal profile to Board/Owners

Week 3: Determining the candidate pool

  • Identifying high-potential candidates-not just at the top level
  • Collaborating with executive search firms who are seeking external candidates
  • Communicating the process to the candidates and scheduling interactions
  • Ensuring relationships with stakeholders are strong-especially with CHRO and Board Nominations Committee

Week 4: Evaluating the candidates

  • Interviewing candidates to assess potential
  • Using psychometrics
  • Interviewing manager, peers, direct reports, clients, suppliers, Board, Directors, and other candidates
  • Involving family if appropriate
  • Writing the evaluation report
  • Presenting the draft report to the candidate and final report to Board/Owner

Week 5: Developing the candidates

  • Turning the evaluation into a tailoredproject plan of development
  • Coaching candidates–not only for this role but also for their current role
  • Gathering metrrow that the candidates can work with in their preparation
  • Exposing the candidates to Board, CEO, external stakeholders, analysts

Week 6: Selecting and Transitioning

  • Facilitating the final Board Selection
  • Working with the executive search firm preparing the external candidates
  • Communicating selection to candidates, organisation, market
  • Working with the candidates that were not selected
  • Establishing the transition plan for the selected candidate
  • Onboarding the executive to ensure their first few months are effective
  • Caching the executive on an ongoingbasis
How to plan and implement CEO Succession

Week 1: What is culture and its effect on performance?

  •  What is organisational culture?
  • The six components of culture: covering what we do and how we do it
  • What does the research say on culture’s effect on organisational performance?
  • Organisation Culture in the “Artificial Intelligence and Human Creativity” Age

Week 2: Understanding the six levers that can impact organisation culture

  • Organisational Structures and the affect on culture
  • Talent processes: attract, enable, develop, reward
  • Organisation systems and processes impacting culture
  • How the CEO provides clarity and inspiration
  • How leadership and management across the org affects culture
  • The level of passion that people feel about the organisation

Week 3: Diagnosing the health of an org culture

  • The way you engage the client/your organisation in the culture
  • The way you communicate to the organisation about this work being done
  • The online tools that are used today in culture and engagement
  • Qualitative methods of assessing Culture
  • The grouping of people you want to interview and/or poll
  • The types of questions you want to ask in each of the six components of culture in your diagnosis
  • Tools you can use to record interviews


Week 4: Writing up and communicating your findings

  • Tools to collate numerical and qualitative data
  • Pulling out themes for each of the six components
  • Presenting your detailed findings
  • Presenting an executive summary to the C-suite, Board, organisation

Week 5: Reflecting with the organisation on results

  •  identifying and coaching the culture champions who will be the main communicators throughout the organisation
  • Overseeing the champions as they present findings and workshop local team actions
  • Offering questions and answers on findings
  • Conducting road shows to talk about next steps

Week 6: Facilitating org -wide culture interventions

  • Design of the different types of workshops you can run: at the C- suite level, for the top 100, for middle management, for Culture Champions, for Board
  • Working on organisational culture
  • Addressing talent processes
  • Changing systems and processes
  • Coaching the CEO
  • Designing leadership/manageent programs to include
    perspectives on culture
  • Hosting reflections on what makes people passionate about their
    work
  • Creative ways to get the organisation fired up on culture
    throughout the year
How to plan and implement EXECUTIVE TEAM PERFORMANCE projects

Week 1: Writing the Proposal for Team Projects

  • Understanding the most useful models of team effectiveness
  • Approaching the Board or the CEO on the argument for team interventions
  • The concept of “team” versus “group”
  • Determining the intersections of accountabilities
  • Processes teams use to operate efficiently
  • How we can define trust operationally

Week 2: Assessing the Effectiveness of a Team Reviewing market-available team diagnostics

  • Understanding the formation of qualitative research-interviewing of the key members and other stakeholders
  • Pulling together your quantitative and qualitative data including tools that are effective
  • Communicating your findings through reports and consultation

Week 3: Interventions to increase performance

  • Observing teams in action
  • Designing and delivering workshops
  • Analysing team processes (meetings, comms, decision making, tools to stay in touch, methods of remote working in teams)
  • Designating focus areas for each team member
  • Coaching the team leader for team performance
  • Working with other teams in the organisation

Week 4: Design variations on team workshops

  • Examples of one, two and three-day workshops
  • Examples of a year-long delivery of workshops (usually held quarterly)
  • Facilitating team dialogue on vision and strategy – near term, middle and long-terms
  • Ensuring the next period of time is well constructed
  • Working with each pair of team members at defining mutual accountability and how to strengthen it
  • Improving team processes
  • Improving trust between eachp air of team members

Week 5: Exercises you can use in any workshop for teams

  • The principles of great workshop design and delivery
  • Icebreakers that are not corny
  • Vision and values exercises
  • Establishing mutual accountability exercises
  • Creative ways to work on how a team processes can improve
  • Trust exercises that have transformed teams over the years
  • Constellation exercises that help teams visualise what is working and what is not
  • Appreciative Enquiry

Week 6: Coaching team managers on team performance

  •  Defining with he leader how they want to manage this team — the focus, the time, the level of delegation, their own role
  • The process of cascading through the teams of the organisation
  • The individual presence of the leader on the team
Curriculum and Practice C-Suite Coaching

Week 1: The Evolution of Executive Coaching

  • The history of executive coaching over the Industrial Age and Information Age
  • How executive coaching needs to evolve for the Artificial Intelligence Age
  • The effectiveness of coaching at the C-suite level
  • The way organisations engage coaches
  • The importance of supervision

Week 2: Proposing a program of executive coaching

  •  A “menu” of coaching focus points that a coach can offer potential clients
  • An annual agenda of content versus coaching in the moment
  • The ethics of coaching in psychological distress
  • The pros and cons of live versus online coaching
  • Setting up the coaching relationship

Week 3: The four key components of coaching focus

  • Strategic, vision, and values coaching
  • Implementation / operational coaching
  • Team/cultural coaching
  • Individual Presence

Week 4: Neurobiology Components in this new Artificial Intelligence Age

  • How to coach executives in the age of Artificial Intelligence
  • Why neurobiology matters
  • Educating our executives on neurobiology that will strengthen their leadership
  • Neurobiological conditioning — devices and tools we can use in our coaching

Week 5: Assessing an Executive as part of Development

  • The types of online feedback tools available
  • The qualitative research we can do
  • The potential involvement of the executive’s family
  • The way to present your findings
  • Constructing a detailed development plan with milestones,
    outcomes, and suppliers of each components
  • Determining how to re-assess the strength of leadership and see progress

Week 6: Real time practice of coacing in the session

This session will be practice-oriented. By week 6, all of the participants will have taken their own i4 Neuroleadership 360 and received their results. We will use the results of the survey to do 10-minute practices in groups of 3. One person will coach, one person will be coached and one person will observe. Everyone will play each role across three rounds.
There will be plenty of time in between these rounds to reflect on what worked and what could be better- reflecting as a group.
We will end by suggesting ways we can develop our coaching on an ongoing basis.