BTS Resources

Each business revolution has reshaped not only how businesses operate, but how they organize themselves and empower their people. From the industrial age to the information era, and now into the age of artificial intelligence, technology has always brought with it a reconfiguration of authority, capability, and judgment.

In the 19th century, industrialization centralized work and knowledge. The factory system required hierarchical structures where strategy, information, and decision-making were concentrated at the top. Managers at the apex made tradeoffs for the greater good of the enterprise because they were the only ones with access to the full picture.

Then came the information economy. With it came the distribution of information and a need for more agile, team-based structures. Cross-functional collaboration and customer proximity became competitive necessities. Organizations flattened, experimented with matrix models, and pushed decision-making closer to where problems were being solved. What had once been the purview of a select few, judgment, strategic tradeoffs, and insight became expected competencies for managers and team leads across the enterprise.

Now, AI is changing the game again. But this time, it’s not just about access to data. It’s about access to intelligence.

Generative AI democratizes access not only to information, but to intelligent output. That shifts the burden for humans from producing insights to evaluating them. Judgment, which was long the domain of a few executives, must now become a baseline competency for the many across the organization.

But here’s the paradox: while AI extends our capacity for intelligence, discernment, the human ability to weigh context, values, and consequence, is still best left in the hands of human leaders. As organizations begin to automate early-career work, they may inadvertently erase the very pathways and opportunities by which judgment was built.

Why judgment matters more than ever

Deloitte’s 2023 Human Capital Trends survey found that 85% of leaders believe independent decision-making is more important than ever, but only 26% say they’re ready to support it. That shortfall threatens to neutralize the very productivity gains AI promises.

If employees can’t question, challenge, or contextualize AI’s output, then intelligent tools become dangerous shortcuts. The organization stalls, not from a lack of answers, but from a lack of sense-making.

What organizations must do

To stay competitive, organizations must shift from simply adopting AI to designing AI-aware ways of working:

• Build new learning paths for judgment development. As AI replaces easily systematized tasks, companies must replace lost learning experiences with mentorship, simulations, and intentional development planning.

• Design workflows that require human input. Treat AI as a co-pilot, not an autopilot. Embed review checkpoints and tradeoff discussions. Just as innovation processes have stage gates, so should AI analyses.

• Make judgment measurable. Assess and develop decision-making under ambiguity from entry-level roles onward. Research shows the best learning strategy for this is high-fidelity simulations.

• Start earlier. Leadership development must begin far earlier in career paths, because judgment, not just knowledge, is the new differentiator.

What’s emerging is not just a flatter hierarchy, but a more distributed sense of judgment responsibility. To thrive, organizations must prepare their people not to outthink AI, but to out-judge it.

Work today is too complex for individuals to succeed in isolation, and almost every critical decision, innovation, or transformation depends on teams working effectively together. To understand what actually makes those teams work, BTS analyzed 6,702 leader coaching goals and 3,211 leadership team survey responses using our High-Performing Team Assessment model, comparing what leaders say they are working on with what teams say is getting in their way.

At BTS, we’re constantly challenging ourselves to innovate at speed. And right now, it feels like we’re standing at the edge of something massive. The energy? Electric. The velocity? Unprecedented. For many of us, the current pace feels a lot like the early days of the pandemic: disorienting, high-stakes, and somehow exhilarating. And honestly—it should feel that way. Our teams have been tinkering with AI, specifically LLMs, for the past 2.5 years and it has really been in the last eight months that I can see the profound impact it is going to have for our clients, for our services and our operating model.

The opportunity isn’t about the technology. The world has it and it’s getting better by the minute. The issue is people and people’s readiness to adopt it and be re-tooled and re-skilled. It’s about leadership. AI is deeply personal, it’s surgical. In fact, that’s its genius. So, getting full scale adoption of AI, re-tooling everyone in the company by workflow, so that they can invent new services, unlock new customer value, unlock new levels of productivity, even use it for a better life, is the current race. The central question I’ve been wrestling with, alongside our clients and our own teams, is this:

What does AI actually mean for leadership and culture?

And the answer is clearer by the day: AI isn’t just a new toolset. It’s a new mindset. It demands that we rethink how we lead, how we learn, and how we build thriving organizations that can compete, adapt, and grow.

The productivity paradox revisited

Let’s start with the elephant in the boardroom. There’s been a lot of buzz around AI and its promises. But many leaders have quietly wondered: Will any of this actually move the needle? A year ago, we were asking the same thing. We had licenses. We had curiosity. We had early experiments. But the results were modest, a 1% productivity gain here or there. But by April, we were seeing:

• 30–80% productivity gains in software engineering
• 9–12% gains in consulting teams
• 5%-20% improvements in client success and operations

Just as importantly, the innovation unlock and creativity across our platforms due to vibe coding along with new simulation layers, is leading to new value streams for our clients. This isn’t theoretical. It’s not hype. It’s real. The difference? Adoption, ownership, and a shift in how we lead in order to energize the AI innovation within our teams. The challenge now isn’t whether AI creates value. It’s how to unlock and scale that value across teams, geographies, and business units—and do it fast.

Two Superpowers of the Agentic AI Era

In working with leaders across industries, I’ve come to believe in two superpowers (there are more as well) that will unlock the potential of this AI era: Jazz Leadership and a Simulation Culture.

1. Jazz Leadership

Forget the orchestra (although personally I am a big fan.) The successful team cultures that are innovating with AI feel more like jazz. In jazz, there’s no conductor. There’s no fixed sheet music. There are core bars and then musicians make up music on the spot based on each other’s creativity, building off of each other’s trials, riffs and mistakes, build something extraordinary together. This is how experimenting with AI today, in the flow of work, feels like.

For each activity across a workflow, how can new AI prompts, agents, and GPTs make it better, codify high performance, drive speed and quality simultaneously? How can we try something totally different and still get the job done? How might we re-invent how we work? That’s how high-performing teams operate in the AI era. The world is moving too fast for command-and-control leadership, a perfect sheet of music with one leader who is interpreting the sheet music and directing. What we need instead is improvisation, trust, shared authorship, courage and a playful spirit because there are just as many fails as breakthroughs.Jazz leadership is about creating the conditions where:

• Ideas can come from anywhere
• People see tinkering and testing as key to survival and AI failures mean your team is at the edge of what’s possible for your services and ways of working
• Leaders say, “I don’t have all the answers, but I’ll go first, with you”
• People feel “I’m behind relative to my peers in the company” and the company sees this as a good sign because the pace of learning with AI means higher chance of success in the new era

At BTS, we recently promoted five new partners who embody this mindset. They weren’t the most traditional leaders. But they were the most generative. They coached others. They experimented and are constantly re-tooling themselves and others. They inspired movement. They are keeping us ahead, keeping our clients ahead and driving our re-invention. Jazz leaders make teams better, not by directing every note—but by setting the stage for breakthroughs. It is similar to the agile movement, similar to how it felt in Covid as companies had to reinvent themselves. It’s entrepreneurial, chaotic and fun.

2. Simulation Culture

The ability to simulate is a super-power in this next agentic, AI era. Simulation has always been part of creating organizational agility, high performance and leadership excellence. But AI and high-performance computing have transformed it into something bigger, faster, and infinitely more powerful. It means that building a simulation culture is within all of our grasp, if we tap its power.Today, companies simulate:

• Strategic alternatives - from market impact all they way to detailed frontline execution
• New business, new markets and operating models
• Major capital deployment e.g. build a digital twin of a factory before breaking ground
• Initiative implementation
• Workflows current and future
• Jobs to assess for talent and critical role readiness
• Customer conversations and sales enablement motions

With a simulation culture, where you regularly engage in scenario planning and expect preparation and practice as a way of working, billions in capital is saved, cross-functional teams are strengthened, high performance gets institutionalized, win rates increase, earnings and cash flow improves.

Where to get started

Below are a few examples of what leading organizations are doing. Consider testing these in your own organization:

• Conversational AI bot platforms used to scale performance expectations and the company’s unique culture.
• Agentic simulations built into tools so people can prepare and practice with 100% perfect context and not a wasted moment.
• Digital twins of the job created so that certifications and hiring decisions are valid.
• Micro-simulations spun up in hours to align 50,000 people to a shift in the market or a new operational practice.

Final Thoughts

• Lead like a jazz musician. Embrace improvisation, courage and shared creativity.
• Build a simulation culture. Because in a world that’s moving this fast, practice isn’t optional—it’s how we win.

This is a brave new world. Not five years from now. Right now.Let’s shape it—together.

Meetings are a universal ritual in organizational life. While managers on average spend more than half their working hours in meetings, many leaders can’t shake the feeling that meetings are falling short of their potential. Are they advancing the work, or quietly draining energy? At BTS, we study teams not as collections of individuals, but as living systems. This perspective reveals dynamics that traditional methods often overlook. Rather than aggregating individual 360° assessments, we assess the team as a whole to examine how the team functions collectively. Applying that lens to one of the most common team activities (meetings) uncovers patterns worth paying attention to. Drawing on thousands of team assessments in our database, we focused on two meeting behaviors:

• Do teams meet regularly?
• Do team members leave meetings with clear accountabilities and next steps?

Our question: How strongly do these behaviors relate to overall team effectiveness?

What the data revealed

Using data from 1,043 respondents (team members and informed stakeholders) we ran a Bayesian analysis to evaluate the predictive power of each behavior. The results were striking:

• Both behaviors were linked to higher team effectiveness.
• But one mattered far more: leaving meetings with clear accountabilities and next steps was 3.9x more predictive of team effectiveness than simply meeting regularly.
• And teams that often or always wrap up meetings with next steps rated 0.66 points higher on a 5-point scale of team effectiveness than teams who sometimes, rarely, or never close with accountabilities - that's almost a full standard deviation higher (0.96 sd)

Meetings aren’t the problem, muddy outcomes are.

Teams often default to frequency, setting cadences of check-ins or standing meetings. Our data suggest that what differentiates effective teams from the rest is not how many meetings they hold, but what comes out of them. A team that meets less often but ends each session with clear accountabilities will outperform a team that meets frequently but leaves outcomes ambiguous. In other words, meetings aren’t inherently wasted time; they become wasted time when they don’t translate into aligned action.

A simple shift that pays dividends

The good news: improving meetings doesn’t require radical redesign. Small changes reinforce accountability and dramatically increase the value extracted:

• Close with clarity. Reserve the last 5–10 minutes of every meeting to confirm: What decisions have been made? Who owns what? By when? This habit shifts meetings from “discussions” to “decisions.”
• Make commitments visible. Use a shared action log, team board, or project tracker so next steps are transparent, and progress is easy to follow. Visibility builds accountability.
• Assign a “Closer.” Rotating this role signals that closing well is everyone’s responsibility. The Closer ensures the team doesn’t drift into vague agreements, but leaves aligned and ready to act.

When teams adopt these habits, the difference is tangible: less rehashing of the same topics, faster progress on priorities, and a stronger sense of shared ownership. These small shifts compound quickly, making meetings not just more efficient, but more energizing and effective. In a world where teams face relentless demands and limited time, focusing on how meetings end may be one of the fastest ways to improve how teams perform.

In today’s business environment, strategy no longer unfolds neatly from vision to execution. Disruption is constant, complexity is accelerating, and expectations are shifting in real time. In this context, strategy that is overly scripted becomes brittle. The organizations that thrive today are the ones that have learned to improvise. Not reactively, but with intention, agility, and confidence. To many executives, the idea of “strategy improv” might sound risky or chaotic. In truth, great improvisation is neither. It is a learned discipline rooted in presence, trust, and adaptability. It is what enables teams to respond purposefully in the face of the unexpected. And it is quickly becoming a core leadership capability for our times.

Why strategy needs to shift

For decades, the dominant model of strategy has been based on control. A select few defined the vision, cascaded goals through layers of the business, and expected execution to follow. Success was measured by fidelity to the plan. The world no longer works that way. Markets are volatile. We are in a technology super cycle. Customer needs evolve faster than product roadmaps. And the economic, geopolitical, and environmental future is increasingly uncertain. Rigid strategies struggle to survive this level of flux. They become outdated before implementation begins. Worse, they force teams into patterns of execution that ignore emerging data, evolving context, or untapped insight. What is needed now is not more precision. What is needed is more adaptability.

Strategy as intention, not prescription

In improvisational terms, a strategic plan is no longer a fixed script. It is a shared intention. It is a direction, not a destination. It is a compass, not a map. The core strategic question is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges in service of our purpose?” This does not mean abandoning structure or discipline. In fact, it demands more of both. But the emphasis shifts from defining every move in advance to cultivating the conditions where people can make smart decisions in the moment. Here is the distinction:

• A goal says: “We will grow 17 percent in revenue.”

• An intention says: “To grow 17 percent, we will delight our clients, grow our impact, and operate with excellence to unlock long term value.”

The first is measurable. The second is both meaningful and measurable. And it is meaning that enables action when the path becomes unclear.

What improv really means

Improv in business is ripe for misunderstanding. It is not winging it or hoping for the best. Great improv is highly disciplined. It is grounded in preparation, presence, and shared principles. Here are a few improv principles that matter most for leaders and teams:

• Yes, And… Build on what is already in motion instead of shutting it down. That is how momentum grows.

• Make Your Partner Look Good. Execution is collective. Leaders who elevate others create trust and shared ownership.

• Be Present. You cannot rely on what worked yesterday or predict what comes tomorrow. Execution happens in this moment.

• Listen for What Is New. Do not just confirm your beliefs. Notice weak signals, dissenting voices, and emerging shifts.

• Commit to the Scene. Once you step in, go all in. Half-hearted execution drains energy and derails progress.

These are not stage tricks. They are everyday disciplines for how leaders and teams show up together when the path is not clear.

The boundary: What can and cannot be improvised

Not everything can or should be improvised. You cannot spin up a new factory in six weeks or redo a regulatory filing on the fly. Capital projects, infrastructure, hiring pipelines, and compliance require structure, discipline, and lead time. Within those guardrails, much of execution is improv. The actions and moves you make can and show flex with the need and the moment. Such moves might include:

• How you respond to a customer this week

• How you redeploy resources when a competitor surprises you

• How you adjust product features in response to early user feedback

The art is knowing the difference. Improv lives inside the boundaries, not outside them. And that is where the advantage lies.

We know it works

We have already seen this in action. During COVID, strategy as improv was not optional. Plans dissolved overnight. Leaders had to pivot in real time, trust their teams, and reimagine value on the fly. Many succeeded, not because they had the perfect plan, but because they had the capacity to improvise. Consider two everyday situations:

• Telecommunications company: With hardware and software tightly linked, this company faced constant tension between short-term changes in a release and the permanence of installed infrastructure. By learning to improvise in the short term with software while anchoring their long-term vision in hardware roadmaps, they delivered quick wins without derailing future value. To do so, leaders had to abandon siloed “hardware first” or “software first” thinking and live in both worlds at once.

• Global manufacturer: Preparing for volatility in regulation and transportation, this company had shifted to thinking of its manufacturing footprint as a portfolio of capabilities rather than fixed plants. When sudden shifts hit sooner than expected, they could improvise quickly, rebalancing capacity across countries, not because they were ready but because they had already rehearsed some of the moves. The adjustments were urgent, but they felt planful.

These are not exotic cases. They are reminders that when strategy execution meets reality, it is the organizations that can improvise with purpose that thrive.

From plans to response

The core strategic question has changed. It is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges?” Capacity, creativity, and commitment to the purpose and intention of the strategy, not certainty, are now the keys to competitive advantage. Those attributes are built through people: their judgment, their alignment, and their ability to act in service of shared priorities.

How to build strategic improv into your organization

Improv is not just an individual skill. It is an organizational capacity. Here are five practical ways to embed it into how your teams work:

1. Ground the organization in purpose and priorities. Make sure everyone knows the “why” behind your strategy. Not just the outcomes you are chasing, but the value you aim to create. Purpose creates the throughline that allows teams to improvise without drifting.

1. Build enterprise perspective at all levels. Give people visibility into how their choices affect the whole. When teams understand upstream and downstream impacts, they act with greater confidence and coordination.

1. Normalize adaptation, not perfection. Shift the narrative from flawless execution to responsive evolution. Celebrate learning, reward and highlight intelligent risk taking, and treat change as a constant, not a crisis.

1. Practice collective sensemaking. Create space for cross functional conversation, reflection, and signal sensing. Encourage teams to bring forward what they are noticing, not just what they are reporting.

1. Train for improvisation. Just as improv actors practice, so can your leaders. Build their capacity to navigate ambiguity, connect dots, and co-create solutions in real time. The payoff is not just agility. It is resilience.

Final thought

Strategy execution today is less about control and more about capability. It is less about knowing the answers and more about creating the conditions where your people can discover the right answers for now, together. Companies that thrive in uncertainty will not be the ones with the tightest plans. They will be the ones that can improvise with purpose, with confidence, and with each other. When the world will not wait, improv is not optional. It is the new strategic advantage.

Leadership frameworks are introduced with good reason. Done well, they define what great leadership looks like, guide decisions under pressure, and give employees clarity on what’s expected. A strong framework can align leaders, speed up decision-making, and reinforce the culture an organization needs to grow. But too often, frameworks launch with energy and then fade. Behaviors are defined. Announcements are made. Posters go up. Resources are shared. For a while, it feels like momentum, but everyday habits don’t change. When frameworks fail to stick, it’s not just a missed opportunity. It puts strategy execution, talent alignment, and transformation outcomes at risk. The real challenge isn’t writing the right words. It’s embedding those words into how people work, lead, and decide especially under pressure. That’s where the true power of a framework lies: not in its creation, but in its activation. Our work with leadership teams has shown this again and again: to activate a framework, you must shift how people lead, how work gets done, and how the system reinforces it all.

Why one model can’t, and shouldn’t, do it all

Many organizations try to do too much with a single framework. They blur cultural aspiration with behavioral expectation, leaving people with something that sounds inspiring but isn’t practical. The result? A framework that lacks both inspiration and clarity. The most effective approach is to keep them distinct but connected:

• Cultural principles provide direction and inspiration, creating a shared ethos and common language.

• Behavioral expectations provide clarity and action, defining how leaders and teams are expected to behave especially under pressure.

Frameworks aren’t tested in calm moments. They’re tested when the stakes are high, during uncertainty, tension, or rapid change. That’s when leaders need clarity. Strong frameworks show up in three critical places:

• In people decisions: influencing how leaders hire, promote, and reward talent.

• In business decisions: serving as a lens for setting priorities, making trade-offs, and course-correcting.

• In cultural moments: reinforcing how teams respond to change, uncertainty, or challenge.

Whether you’re shaping culture, driving transformation, or building systems for speed, your framework is either fueling progress or quietly holding it back. One framework should inspire with purpose and direction. The other should guide action, so people know how to lead, how to decide, and how to show up when it counts. When both are in place, and aligned with strategy and systems, culture becomes a lever for transformation, not a barrier.

Making it real

Too often, the launch of a framework feels like the finish line. Leaders put energy into designing the model, running workshops, and sharing materials but the follow-through is where momentum slips. Competing business priorities quickly take over. Senior leaders may see the framework as an HR initiative rather than their own responsibility. Employees can feel overwhelmed by change or confused if the framework is too complex. And if systems like performance reviews, hiring, or recognition don’t reflect the framework, it starts to feel optional. The result? Even strong frameworks can fade into the background, seen as “just another initiative” rather than something that truly guides how the organization leads and makes decisions. The difference comes when activation is intentional, and includes:

• Practical tools that make it easy to use in the moment behavior guides, coaching templates, interview prompts, checklists.

• Manager development that goes beyond awareness, giving leaders confidence to apply the framework in setting goals, giving feedback, and developing their teams.

• Targeted communication that ties the framework to business priorities and brings it to life with senior leader stories and real examples.

• Personalization so employees can see how the framework connects to their own roles, decisions, and impact.

Most importantly, frameworks stick when leaders own them. When senior leaders use the framework to guide their own choices and conversations, it stops being a program and starts becoming how the business runs.

Modernize without losing what matters

For organizations with deep histories, shifting long-standing leadership behaviors and ways of working is a balancing act. Move too fast, and you risk alienating the very leaders you need. Move too slow, and you risk falling behind evolving customer needs, strategic priorities, and market realities. Employees need to know that the values and behaviors that made them successful still matter even as new expectations take hold. That means working with senior leaders to clarify which attributes and behaviors are enduring, and which must shift. In its strongest form, this shows up as clearly defined leadership behaviors, translated across levels and roles. Employees need to know what’s expected of them whether they’re leading a team, managing a function, or working on the front line. Successful rollouts also:

• Build awareness early and help people understand the “why” before embedding new systems.

• Engage credible champions: leaders who model and reinforce new behaviors.

• Create space for storytelling, peer coaching, and shared learning.

• Ensure senior leaders are visible champions, not just passive supporters.

These moves build trust, belief, and momentum, the ingredients that make change real.

Activate leadership behaviors for agility and speed

In today’s environment, speed, efficiency, and cross-functional collaboration are urgent imperatives. In these contexts, alignment alone isn’t enough. What matters is driving real behavior change breaking down silos, reducing hierarchy, and accelerating decisions. That’s where leadership frameworks rooted in core behaviors become levers for agility. Behaviors like courage and care combined with consistent ways of working that promote collaboration, quick feedback, and rapid decisions enable teams to move faster and more effectively. These behaviors matter most in defining moments: when leaders speak up despite risk, prioritize team goals over silos, or give honest feedback instead of waiting for perfection. But they only stick when embedded into how teams actually operate. We’ve seen success when teams:

• Adopt the two-part framework as part of their chartering process.

• Use tools like teaming canvases and retros to define roles and spot friction.

• Leverage technology to highlight wins, circulate feedback, and increase transparency.

• Apply frameworks as a lens for setting goals, measuring success, and course-correcting in real time.

In agile environments, goals shift constantly. The best teams don’t see that as chaos—they see it as momentum. Clear, consistent behaviors keep them focused, adaptable, and confident.

3 activation tips every talent leader should remember

1. Clarity beats complexity. You don’t need more capabilities or skills. You need fewer, clearer ones defined at every level of responsibility.
2. Co-creation is essential. If employees don’t see themselves in the framework, they won’t use it. Involve them early and often.
3. Systems must follow story. If hiring, performance, and recognition systems don’t reinforce the framework, it won’t stick. Story without system is a short-term boost. System without story is compliance. Neither lasts.

Our best advice: A quick checklist

• Provide something useful on day one – Make sure people can apply the framework immediately in a meeting, feedback session, or hiring decision.

• Set the right pace – Move fast if urgency and trust are high. If skepticism or fatigue is present, slow down and create space for dialogue.

• Secure leader ownership – Frameworks don’t create change, leaders do. Ensure leaders model and reinforce the framework in how they lead every day.

Nearly every leader I talk to knows the old planning model doesn’t make sense anymore. Multi-month cycles. Layers upon layers of initiatives. Budgets that quietly replace strategy as the plan. By the time it’s all done, the competitive landscape has already shifted under their feet. And yet, many companies still do it this way. They can feel the mismatch as they strive to move fast. They just don’t know what to do instead. The old game was setting direction. Decide where to go. Communicate it. Cascade it down. It made sense when the future looked enough like the past that you could be certain of your choices. But certainty is gone. In its place: disruption, surprise, and acceleration. Which means the work of leaders has shifted. The new game is adapting direction.

What needs to be new and different

If strategy execution today is about improv, then strategy setting is no longer about choreography. It requires a more flexible approach. Here are four flaws of traditional strategy planning, and what leaders can do differently:

1. Stop pretending there’s only one future.

We know the future won’t unfold exactly as envisioned. Customer needs shift. Competitors surprise you. Economies wobble. So why do we plan for just one version of what’s next? When one “winning” idea emerges too fast, it often gets momentum without being stress-tested. A better approach:evaluate multiple distinct directions at the same time.  One executive team we worked with had five competing visions for doubling the business in three years. Instead of forcing consensus, we worked with them to think through the core choices for each, including customer focus, product bets, and geographic expansion. Once leaders saw the real implications, they quickly ruled one option out. The eventual plan blended elements of the others, with contingencies built in. Thinking through alternatives gave them confidence and resilience when the inevitable twists came.

2. Make choices real before you announce them

Too many strategic plans race to the declaration moment at the Town Hall: here’s the big idea, now go execute. The problem? Leaders rarely know what they’ve actually signed up for, or what needs to change in how the work gets done. If you believe that strategy execution requires improv, then even in setting strategy you need to imagine what comes next and rehearse moves, implications, and ripple effects across future time horizons, albeit in a simpler but realistic form.  One client we worked with knew that acquisitions were essential to their growth. They had several targets in sight and negotiations underway, but no imminent deal. Instead of waiting, we ran the extended leadership team through a series of acquisition scenarios with different strategic intent that examined variables such as deal size, level of integration, and adjacency of the added business. As they worked through each scenario, they not only got a view into the nature of potential targets but also what changes they, as the leaders of the organization, needed to make now. They were choosing what kind of organization they would become. Based on what they were learning, they were able to make key decisions to position themselves for future success. They agreed on new hiring profiles, streamlined decision processes, leadership shifts, so they’d be ready when the right deal came. Strategy shifted from a conceptual statement to a real, lived preparation for a different future.  

3. Work across time horizons.

People can change fast. Infrastructure and capital cannot. Budgets, board approvals, and physical assets move slowly. Leaders need to intentionally plan for what can change now, what will take time, and what’s locked in, while still identifying the opportunities at each stage.  Take a pharma company with a pipeline bursting with new drug development. If even half their drugs made it through approval, their manufacturing capacity would be insufficient. Together we built an adaptable manufacturing plan, anchored on essentials, with clear trigger points for future decisions. When 70% of the drugs cleared approval, they were ready. Without that horizon-based thinking, they would have been caught flat-footed.

4. Align at the right level of detail.

Here’s a trap: mistaking varied interpretation of the strategy for purposeful improvisation. They are not the same. Without clarity and alignment at the top, every leader fills in gaps differently. That isn’t agility, it’s chaos. Leaders must turn the conceptual strategy into something tangible and real, in order to be able to align and lead the organization in the same direction. Strategic modeling allows leaders to test choices at the right level of fidelity, so they know what they’re actually agreeing to. Growing “a lot” versus growing 37% are not the same thing. The detail that is uncovered in the modeling exercises provides enough clarity to shape coherent execution, while still leaving room for adaptive moves over time.

From map to compass

Old strategy setting was about certainty. New strategy setting is about clarity of intent and readiness to adapt. It’s less a map and more of a compass. If your strategy and planning process still looks like a marathon toward a finished plan, ask yourself: are you preparing for the world you wish you had, or the one you actually face? The trick is helping leadership teams shift from setting direction to adapting direction—so strategy setting and execution can adapt. The future won’t wait for your plans.

Most leaders focus on strategy—not because they undervalue culture, but because strategy feels concrete. It has structure, timelines, metrics, and deliverables. It’s visible and defensible. When pressure is high, strategy gives leaders something they can point to and steer. Culture doesn’t always feel that way. It’s harder to define, harder to measure, and often lands in the “important, but not urgent” pile. That’s not a leadership flaw. It’s a gap in how we’ve equipped leaders to lead.But if you want to change how your organization operates, you have to start with what people experience every day.

Below are six no-fluff actions from our recent event, , designed to help you leave your team stronger than you found it.

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1. Build shared habits

If strategy defines where you’re going, culture determines whether you’ll get there. Strategy can shift quickly, with a new market, goal, or CEO. Culture can’t. It’s shaped by the beliefs, habits, and norms that don’t pivot on command—and that’s where friction starts. The disconnect doesn’t usually show up in big moments. It shows up in how decisions get made, what’s prioritized under pressure, and whether feedback is honest or avoided. These daily behaviors signal what really matters, regardless of what the strategy says. That’s why high-performing organizations go beyond communicating direction. They turn strategy into clear expectations for how people should work, lead, and collaborate—and then reinforce those expectations through routines, incentives, and leadership behavior.

Try this:

Pick one strategic priority and ask: What should people be doing differently if this is truly our focus? If you’re not seeing those behaviors, there’s a gap. Ask yourself: Do our daily habits match the future we’re trying to build?

2. Use the levers you already own

Culture change doesn’t have to start with a massive initiative. It can start with the levers you already own. Culture lives in the mechanics of your team’s work: how meetings are run, how frontline decisions are made, how failure is treated, and what behaviors leaders model. These small signals shape big beliefs. That’s why abstract values and vision statements alone often fall flat. They’re not wrong, but without action behind them, they’re just words on a page. Real change starts by zooming in on specific moments that shape how work gets done, and making small, intentional shifts. Want a culture of accountability? Focus on what happens after meetings. Want more innovation? Look at how failure is handled during team reviews.

Start here:

Pick one lever (like how meetings are run) and ask:

• What messages are we sending through how we meet?

• Who speaks up? Who stays silent? What actually gets decided?

Then make small adjustments that reinforce the culture you want—not the one you’ve inherited.

3. Avoid the tempting pitfalls

If you’ve ever rolled out a new set of values, launched a culture initiative, or shared a bold new vision, only to see behavior stay exactly the same, you’re not alone. Most culture efforts stall not because leaders don’t care, but because they start with what’s visible and familiar: messaging, posters, kickoff events. These feel like the right moves. But they rarely shift what people actually do, and rarely resonates in a meaningful and lasting way In our recent webinar, we shared six common traps that organizations fall into often with the best intentions. Here are three that come up again and again:

1. Relying on values to do the heavy lifting. Most teams have clear values, but that’s not the problem. The challenge is turning those values into real habits. If the way you run meetings, make decisions, and give feedback doesn’t reflect what’s on the wall, people notice—and disconnect.
2. Expecting HR or culture champions to lead the culture shift alone. HR and champions play a big role in culture, but they can’t do it without leaders. People take their cues from credible influencers in the business: what gets rewarded, what gets ignored, and how leaders show up under pressure. That’s where real culture change starts.
3. Announcing culture change before actually changing anything. This is a classic case of show don’t tell. When leaders talk about change without shifting the day-to-day experience, people become skeptical. They’ve heard it before. What earns their belief and commitment is seeing leaders act differently in ways that directly affect their work.  

P.S. We’ve rounded up 3 more pitfalls worth avoiding. See them here.

Start here:

Surface the unspoken. Ask: What do people believe they’ll be rewarded for today? What would they have to believe to behave differently?Culture change requires shifting the mental models that shape behavior.

4. Shift the beliefs beneath the behaviors

You can’t shift behavior without understanding the beliefs behind it. If teams aren’t collaborating across silos, it’s probably not because they don’t want to—it’s because they’re rewarded for competing, not collaborating. If leaders aren’t taking smart risks, it might be because failure has been punished, not treated as a learning moment. These everyday behaviors are just the surface—what’s driving them are deeper, often invisible beliefs that probably outlast the tenure of some of your employees.

Start here:

Ask: What are the unspoken rules here? What would someone need to believe for this behavior to feel natural, safe, and worth it? Until you name and shift those beliefs, culture efforts will stay stuck at the surface.

5. Don’t let your culture fall behind your tech

Honestly, the real surprise would be if AI wasn’t reshaping your culture. Some organizations are going all-in on experimentation. Others are still figuring out what their approach will be. But wherever you are on the curve, one thing’s clear: this moment feels a lot like the wild west. And your talent is picking up on that. Leaders are signaling the need to adapt and innovate—but rewards and incentives often tell a different story. Without clear signals from the culture that it’s safe to try, valuable to learn, and worth the risk, even the smartest tools won’t be used to their full potential.

Ask yourself:

• How are we capturing what’s working with AI—and making those insights visible and usable across the organization?

• What are we taking off people’s plates to give them the time and space to learn, experiment, and adapt?  

• Have we updated the priorities, deliverables and expectations to reflect the new reality—or are we layering AI on top of an already full workload?

• Are leaders helping people see the personal value in this shift—so AI feels like a path to growth, not a threat to their role?

6. Start small, scale fast

Most leaders assume culture change has to be slow and sweeping. But it doesn’t.We’ve seen major progress start with one small shift—the kind that’s visible, repeatable, and high-impact. The key? Start where the energy already is: a team that's eager, a leader who's ready, a process that’s stuck. Then focus on one behavior that’s holding things back—and change it. From there, scale what works.

Start here:

Use this simple 3-step exercise to find a small, high-impact place to start:

1. Pinpoint a stuck spot: Where is strategy getting delayed, deprioritized, or lost in translation? Common areas include:
   • Team meetings that always run long but lead to no decisions
   • A new tool or process people aren’t adopting
   • A frontline team disconnected from the broader strategy
   • An area with low engagement or slow execution
2. Identify the blocker behavior:
   • What specific habit, mindset, or expectation is in the way? (e.g., defaulting to top-down decisions, rewarding speed over learning, fear of trying something new)
3. Make one shift—and scale what works
   • Change that behavior in one team, one moment, or one process.
   • Capture the impact. Then share the story and replicate what worked.

Change spreads through stories. Show people what’s possible, and they’ll move with you.

Culture change is hard. Doing it alone? Even harder.

We work with teams around the world to:

• Spot what’s working—and what’s getting in the way

• Test small shifts that create big ripple effects

• Keep momentum going as change starts to spread

Reach out to us to start a conversation!

Leadership today doesn’t come with the luxury of guesswork. Intuition, charisma, and old habits aren’t enough to carry us forward. In a hybrid world, where hallway conversations and informal cues have all but disappeared, small signals carry outsized weight. Your words, your silences, your facial expressions, how quickly or thoughtfully you respond to an email—these become the cues people rely on to interpret how you feel, what you expect, and how much they matter to you as a stakeholder. Add in constant Slack messages, Zoom calls, and email threads, and every interaction becomes a moment of truth. Communication gets dissected quickly, often without full context. Each moment can either build—or erode—credibility and trust. As a result, it’s no surprise that executive presence (the way your leadership is perceived) is under a brighter spotlight than ever. And yet, it remains one of the most misunderstood dimensions of leadership. Leaders hear it matters. They’re told when they have it, or don’t, but they rarely receive clear, practical insight to help them understand what it is or how to build it.

Why leaders struggle to see themselves clearly

‍Over the years, I’ve had hundreds of coaching conversations with senior leaders. And nearly every one has reinforced the same truth: even the most capable leaders rarely get honest, useful feedback on how they come across. Most of what they hear is filtered: shaped by hierarchy, team dynamics, or the desire to keep the peace. They may get regular input on business results or performance goals, but often they get very little feedback on presence itself. That makes executive presence hard to improve. You can’t shift what you can’t see. And when feedback is vague or inconsistent, it’s easy for leaders to default to habits that may no longer serve them. That’s where tools like the Bates Executive Presence Index (ExPI™) come in. The ExPI™ is a 360° assessment designed to help leaders understand how others experience them across 15 distinct facets of executive presence from Authenticity to Vision to Concern.

“You’ve got to name it to tame it”

‍One conversation about executive presence with a leader we’ll call “Maya” stands out. After we reviewed her ExPI™ results, celebrating what was working and exploring a few areas rated lower, I asked how the session felt. She paused for a moment and said:

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“I know this wasn’t therapy, but it felt like it at times. And you know what my therapist always says? ‘You’ve got to name it to tame it.’”

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That stuck with me, because it’s true: awareness is the first step to change. Before this, Maya had never had a clear picture of how she showed up with her manager, her team, or her peers. For the first time, she had language for the things she’d sensed but couldn’t pinpoint. And with that, she could make small, intentional shifts that would strengthen her leadership impact.

Executive presence isn’t vague, it’s visible

‍While executive presence often feels hard to define, that’s usually because it’s talked about in broad, subjective terms like “gravitas” or “charisma.” In reality, executive presence is grounded in visible, measurable behaviors. The challenge is that most people don’t have a shared language for what to look for. It’s not about being the loudest voice or “commanding the room.” It’s about how you build trust, communicate with clarity, and bring others with you, especially in high-stakes moments. Once you know what to look for, executive presence becomes less of a mystery and more of a skill you can practice and refine.

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Executive presence refers to the qualities of a leader that engage, inspire, align, and move people to act. Based on research, we have organized those qualities in a set of leadership behaviors that appear across three dimensions: Character, Substance, and Style.

These are observable signals that shape how others experience your leadership.

A framework for turning awareness into action

‍Awareness of how others experience your leadership is a crucial first step, but it’s not enough: Leaders need to know what they can do to take action on this awareness. Here’s what we recommend:

1. Where do I stand? Start with a reliable mirror. A structured tool like the ExPI™ helps you understand how others perceive your presence across key traits like Practical Wisdom, Composure, and Assertiveness.
2. What strengths do I want to protect? Your superpowers are likely already serving you, but they can also become liabilities if overused. Appreciating both the upside and the risk of overusing it helps you use them more skillfully.
3. What’s getting in my way? Common blockers include being too guarded, reactive, or intense under pressure. The goal isn’t to eliminate them but to recognize patterns and adjust intentionally.
4. What small shifts could make a big difference? Executive presence isn’t about reinvention. It’s often about dialing one behavior up and another down in critical moments. Flexing just enough to shift how you’re experienced—without losing yourself.

What leaders often learn from the ExPI™

When leaders first see their ExPI results, it’s rarely a total surprise. More often, they find that something they suspected to be an issue is having a much bigger—or different—impact than they realized. Here are some ways that might show up:

• The ripple effect you missed. You may know you’re blunt or reactive, but not realize it’s keeping people from bringing you problems or ideas.
• The missing detail. You might know you need to improve Vision, but the ExPI shows whether the gap is in strategic thinking, inspiring others, or both—and with whom it shows up.
• The “happy blind spot.” Others may rate you higher than you rate yourself—a sign that you may need to focus less on that quality and more on another that is truly an area of opportunity.
• What got you here won’t get you there. Traits like decisiveness or bias to action may have served you well as an individual contributor, but they can backfire in a leadership role if they limit collaboration or inclusiveness.
• Character vs. Substance and Style. Many leaders score highest in Character (formed early in life) and lower in Substance and Style (skills built over time). It helps to remember that what they are seeing are perceptions—and they can be changed.
• Everything’s connected. Improving one facet often boosts others—for example, raising Resonance can lift Concern, Humility, Practical Wisdom, Interactivity, and Inclusiveness.

Insights like these turn vague impressions into concrete starting points for growth—without asking leaders to become someone they’re not.

Presence is perception in action

‍Many leaders spend a lot of energy trying to read the room, manage perceptions, or recover from moments that didn’t land well. When you understand how your presence is being read and have a language to interpret and adjust it, your work gets simpler. You stop worrying about how you're coming across and start operating from a place of calm clarity. Perception equals impact, and your presence is a shortcut to help you understand how others interpret your leadership. Those around you are picking up on how grounded your thinking is (Substance), how you engage in dialogue in the moment (Style), and what your behavior reveals about your values and intent (Character). Whether you need to show up as a strategic partner, drive growth, or shepherd people through change, how you show up shapes how your ideas land. Even small improvements in presence can unlock major shifts in influence, trust, and results.

Try this to shape your executive presence

‍Ask two trusted colleagues: “When have you seen me at my best as a leader?” Listen closely. Then ask yourself: “What was I doing that made the difference, and how can I do more of it on purpose?” When you name it, you can tame it, and that’s when your executive presence becomes a catalyst for impact.

Want deeper insight into how you’re showing up as a leader?

• Explore the Bates ExPI™ to get clear, actionable 360° feedback from a certified expert.
• Contact us to get certified to use the ExPI™ with leaders across your team or enterprise.

→ Read Part 2 of this series to explore the ways you can fine-tune your executive presence, authentically.