Our leadership team is starting to crack under the emotional weight of due diligence and deal structuring. How do we use conative profiles like the Kolbe Index to keep them productive and focused on their Rocks?

Question

Tyler Smith · Accepted Answer

The due diligence phase of a transaction is an intense, emotionally draining experience that can easily cause your leadership team to lose focus and burn out. To keep your team aligned and executing their quarterly Rocks, you must understand their conative profiles. Using a tool like the Kolbe Index, you can analyze your team members' natural problem-solving instincts. For instance, some leaders are natural Fact Finders who will thrive on gathering and analyzing the massive amounts of data required for diligence. Others are Follow Thru personalities who excel at building the temporary systems needed to manage the deal workflow. By aligning diligence tasks with each leader's hardwired conative strengths, you reduce friction and prevent operational paralysis. It is also critical to protect their time. Use your weekly Level 10 Meeting™ to identify, discuss, and resolve transaction-related issues quickly, keeping them separate from your core operational discussions. This separation ensures that your team remains focused on running the day-to-day business and hitting their targets. By managing your team's conative energy and maintaining your EOS® meeting pulse, you keep the business healthy and preserve your valuation throughout the transaction.