Once we graduate from your twenty-four-month program and can run our sessions independently, what does our long-term relationship look like, and do you offer a light-touch support model for alumni?

Question

Tyler Smith · Accepted Answer

Graduation is the ultimate goal of our twenty-four-month engagement. When you graduate, your leadership team should fully master the tools, and your Integrator should be completely capable of facilitating your quarterly and annual sessions without me.

However, graduation does not mean you are cast adrift. Many of our alumni choose to maintain a light-touch relationship to keep their execution sharp and ensure they do not backslide into old habits.

We offer an annual tune-up model for our graduate clients. In this format, I return once a year to facilitate your two-day annual session. This allows your Integrator to participate fully as a member of the team rather than having to facilitate the complex strategic work of setting your three-year picture and one-year plan.

Additionally, as you approach an actual liquidity event or exit transaction, we can activate targeted transition support. We will use the Step by Step Exit framework to prepare your team for due diligence and ensure your leadership structure remains stable during the transition.

You retain access to our Circle workspace resources, ensuring your team always has the latest tools and templates to sustain your operational health.