Do you want to identify, train, and develop high potential leaders? Are engaged teams, stronger succession plans, and measurable performance outcomes important for your success?

Sage Transitions helps organizations identify and advance high potential leaders. We use a variety of assessments and training methods customized to fit your organization and culture. We strengthen succession planning by enhancing individual and team self-awareness and facilitating leadership success at all levels of the organization.

Assessments

Sage Transitions uses High Potential Trait Inventory (HPTI), or other personality or emotional intelligence assessments to help evaluate candidates. Matching a new internal or external recruit, both in personality and technical skills, enhances success.

HPTI is our premier leadership assessment instrument. HPTI has been proven internationally to predict leadership potential across industries and sectors. Organizations may use individual and team leadership HPTI assessments with current and future high potential leaders.

Leadership Training & Development

Leaders and their organization want customized training and development that fits their culture, systems and processes. We provide these supports to teams, leaders and emerging leaders who want to learn face-to-face, online, or a combination of both. When team members better understand their own leadership potential, emotional intelligence and how they work with others, customized training has a much better chance of success.

Strengthening Succession Planning

If you ask organizations about the biggest challenge in leadership development, succession planning is at the top of the list. How do you find the right match for leaders as they start their journey from supervisor to senior leader? How do you recruit externally, and match the new hire both in personality and technical skills? Leadership succession planning is many faceted, and we provide tools, processes and evaluation measures to build and enhance succession planning.

Learn about hpti

case: manufacturing

WESTERN CANADA

The vice-president of a large manufacturing company wanted to have each member of the senior leadership team understand their strengths, weaknesses and leadership potential. He decided that HPTI was the best fit for this purpose, and for their organizational and team culture. Each person completed an assessment, participated in an individual discussion about their HPTI results, and received a coaching and development report. Ian MacRae, Director, Workplace Psychology and Research, developed a customized team HPTI report to highlight team traits and behaviours, and identify gaps in leadership capacity. The company found the results insightful and informative, and are using HPTI as part of the selection process for leaders at all levels of their organization.

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case: cannabis industry

BRITISH COLUMBIA, CANADA

A fast-growing agricultural company wanted to add another way of evaluating a top candidate for a senior leadership position. The CEO had previously completed an HPTI assessment and was impressed with the validity and utility of the report. He wanted to use HPTI in the selection of a new senior leadership team member. The top candidate completed the review, and discussed his results with Heather Stewart. Heather prepared a detailed report of the discussion which was shared with the candidate and the CEO. The company found that the HPTI report mirrored their findings, identified some new information, and provided sufficient detail for them to confirm the job offer to their new senior leader.

case: not-for-profit

CENTRAL OKANAGAN, BC CANADA

An Executive Director of a medium sized not-for-profit was very interested in using the HPTI as he was relatively new to the organization. He wanted to better understand his board and employees, and build a strategic plan based on this knowledge. He could clearly see the advantages of using HPTI to discuss individual and group leadership traits. The board and staff were high functioning, and there were myriad opportunities to fine tune individual, committee and employee performance. Sage Transitions completed HPTI assessments with each individual. This provided great insight into individual leadership traits. The customized HPTI team report was used to facilitate a team development session, and as a foundation in developing the strategic plan.

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case: team training & development

NORTH AMERICA

Thomas International, Canada/US wanted to train their senior facilitators/trainers on the High Potential Trait Indicator (HPTI). Heather Stewart and Ian MacRae provided a customized “train the trainer” session for the launch of HPTI in North America. The session included a range of case studies, discussions about market opportunities and ways to use HPTI with other Thomas assessments. Thomas was very pleased with the results of the session, and the participant evaluations were very positive.

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sample work

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Leadership Development in NFP Strategic Plans

ARTICLE

An executive director wanted to better understand his board and employees, and build a strategic plan based on this knowledge. He used our HPTI team report to enhance team self-awareness and embed leadership as a key element of the strategic plan.

Leadership Traits for Different Stages of Business Growth

PRESENTATION

This presentation provides an overview of different leadership trait profiles at different stages of a businesses development.

Testimonials: Solutions/Leadership Dev

Our company has been using the High Potential Trait Indicator consistently for over a year now to help us identify internal talent. The assessment and debrief reports produced by this tool and the expertise of Heather Stewart are key to our talent review, development planning, and succession planning process. Heather has been very attentive to our needs to provide customized solutions that meet our timelines and within our financial picture. Feedback from our employees notes that Heather is professional, knowledgeable, and insightful. With continued use of the HPTI assessment and Heather's exceptional service, our people strategy will continue to produce the future leaders we need.

Ryan Johnson

HR Manager| Tolko Industries Ltd.

Heather facilitated an excellent leadership development workshop for a group of our senior consultants. We consulted with Heather before the training to agree on workshop deliverables and share our goals. Through being extremely attentive to our needs and very open to customizing parts of the training, Heather was able to create a workshop that exceeded our expectations. She ensured group collaboration through customized case studies that both challenged and engaged the group and encouraged rich discussion through thought-provoking questions. Heather’s professionalism and extensive experience were evident, and we thoroughly enjoyed the day!

MERLE BALLAIGUES

PRESIDENT, THOMAS INTERNATIONAL NORTH AMERICA

I have had the pleasure of working with Heather Stewart on several community projects and consulting engagements in recent years. I have greatly appreciated Heather's considerable expertise and experience as a manager, community animator, and consultant. She is extremely effective in sharpening terms of engagement, and efficient in implementing and completing required project tasks, on time and budget. These qualities are complemented by an excellent ability to build rapport with informants, which facilitates candid discussions and fosters deeper insights into the topics being explored. Her reports are consistently well written and insightful in identifying key points for readers to consider. Finally, Heather is very ethical and diplomatic in her work, appreciating project scope, organizational boundaries, and the sensitive nature of much of the information that she has accessed with and on behalf of our organization. I would not hesitate to offer Heather an unreserved recommendation as a management consultant and project leader.

DENNIS SILVERSTRONE, Director

Continuing Studies and Corporate Training at Okanagan College

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