Level 4: Executive Leadership Coaching to Organizational Peak Performance Your leadership impact will be greatly affected by the competencies you are able to build a foundation for and enhance as you adjust to changing working environments and market conditions. Deciding which ones you will need the most in the coming 1-3 years is a critical success factor in achieving the outcomes you want you, your team, and your organization to achieve. Review the following information to ensure an understanding of each competency, complete the spreadsheet provided, and then review it with whom you report to so that you can ensure alignment. This information will be used to create your Cortex Leadership Development Plan that you will utilize during your executive coaching journey. Step 1: Review the Leadership Competencies Selection and Instruction Guide Guide Step 2: Review the Executive Leaders Mission Statement Mission Statement Step 3: Complete the Value Portion You will need this Value List to complete Part one of the Leadership Mission Statement exercise. Values Exercise Step 4: Complete the rest of the Mission Statement Step 5: Leadership Competencies Consider your Top 4 Leadership Competencies and why developing those are the most important in the coming year. Assessment Step 6: Review with your Supervisor It is best, when you complete this exercise, to review it with who you report to in order to get their feedback.

EPIC Library - Ask the Expert Corcast Episodes EPIC Library - Ask the Expert Corcast Episodes EPIC Library - Ask the Expert Corcast Episodes EPIC Library - Ask the Expert Corcast Episodes Month 1 Communicating with Intention - DISC and Driving Forces Intentional Communication with DISC Kicking off the EPIC journey, DISC centers on building self-awareness through the DISC and Driving Forces assessment—a powerful tool for understanding personal communication styles and how they interact with others. You will learn how to recognize and adapt to different DISC styles, reduce friction, and strengthen trust. By applying these insights to real-world conversations, they’ll begin to turn everyday interactions into opportunities for clarity, collaboration, and connection. Listen to the DISC Corcast Episode: Refer back to this DISC Clue Sheet throughout the EPIC Program DISC Clue Sheet Month 2 Transitioning from a Problem to a Solutions Mindset Shifting from Problem to Solution We all know that great leadership isn't about reacting - it's about responding with clarity and confidence. But how often do you find yourself caught in stress, frustration, or self-doubt? Reactivity to Resilience will help you recognize when you're triggered, understand your DISC-driven stress responses, and apply proven techniques to shift from reactive to resilient. Listen to the Reactive to Resilient Corcast Episode: Read through the Many Faces of Victim, Persecutor, and Rescuer: Victim - Many Faces Persecutor - Many Faces Rescuer - Many Faces Month 3 Thinking with Intention - VIPE A Leader's Guide to Getting More, Fresh, High Qualitry Ideas from Their Teams Thinking with Intention challenges participants to elevate their strategic thinking by understanding how their natural strengths—and blind spots—impact team innovation. Using the VIPE model (Vision, Inclusion, Process, and Execution), they’ll assess their preferred thinking roles and how those influence decision-making and collaboration. Paired with insights from A Leader’s Guide to Getting More, Fresh, High Quality Ideas , participants will discover practical ways to foster creativity, avoid common thinking traps, and unlock better outcomes through intentional thought leadership. Listen to the Corcast Episode: Read the executive summary of A Leader's Guide to Getting More, Fresh, High Quality Ideas : Executive Summary Month 4 - Managing Priorities with Intention Time Mastery 2.0 Time Mastery 2.0 Managing Priorities with Intention - you'll take a deep dive into how you use your time—versus how you intend to use it. Grounded in the Time Mastery: 7 Simple Steps for Richer Outcomes framework, and Time Mastery 2.0, you’ll explore how to align daily actions with higher-level priorities. Through reflection and practical tools, this session helps you identify time wasters, clarify outcomes over tasks, and design a rhythm of work that drives meaningful progress—without burning out. Listen to the Time Mastery 2.0 Corcast Episode: Read Time Mastery 2.0 : Time Mastery 2.0 Month 5 Building Trust with Intention - Conversational Intelligence Conversational Intelligence In Month 5 of the EPIC Leadership Program- we'll explore how trust is built—or broken—through everyday interactions. You’ll examine the six key elements of trust: time, reliability, sincerity, competency, involvement, and standards—and how each one contributes to credibility and connection. Using the three levels of Conversational Intelligence®—transactional, positional, and transformational—you will learn how to shift conversations from simple exchanges to deeper, trust-building dialogue that strengthens team cohesion and performance. Listen to the CIQ Corcast Episode: 3 Levels of Conversation: 3 Levels of CIQ

Yokohama Leadership Workshop De-Escalation & Conflict Resolution for Senior Leaders Mastering Conflict for Stronger Leadership These resources were created to address your teams Conflict Tolerance by Lynda McNutt Foster Effective leadership requires the ability to navigate conflict with confidence and clarity. Your upcoming Conflict Management Workshop provides your leadership team with the tools to assess their conflict tolerance. The following tools are below: 🔹 Executive Summary: Gain an overview of the key themes and objectives covered in the workshop to set the foundation for learning. 🔹 Conflict Tolerance Assessment: 🔹 Conflict Tolerance Scorecard: 🔹 Conflict Management De-Escalation Article: Conflict Management Prep Podcast: Executive Summary Q1: Yokohama Workshop Conflict Tolerance Assessment Conflict Tolerance Score Card Mastering Conflict Management Article

Navigating the Internal Landscape to Mastering Negotiation Within Your Organization Cortex Internal Negotiation Step One: Take the Cortex Internal Negotiations Assessment Assessment Step Two: Read through the Internal Negotiations Scorecard Scorecard Step Three: Read the Navigating the Internal Landscape: Mastering Negotiation Within Your Organization Article Article Step Four: Listen to the Mastering Internal Negotiation Corcast Episode

Level 3: Executive Leadership Coaching for Peak Performance Program Your leadership impact will be greatly affected by the competencies you are able to build a foundation for and enhance as you adjust to changing working environments and market conditions. Deciding which ones you will need the most in the coming 1-3 years is a critical success factor in achieving the outcomes you want you, your team, and your organization to achieve. Review the following information to ensure an understanding of each competency, complete the spreadsheet provided, and then review it with whom you report to so that you can ensure alignment. This information will be used to create your Cortex Leadership Development Plan that you will utilize during your executive coaching journey. Step 1: Review the Leadership Competencies Selection and Instruction Guide Guide Step 2: Review the Executive Leaders Mission Statement Mission Statement Step 3: Complete the Value Portion You will need this Value List to complete Part one of the Leadership Mission Statement exercise. Values Exercise Step 4: Complete the rest of the Mission Statement Step 5: Leadership Competencies Consider your Top 4 Leadership Competencies and why developing those are the most important in the coming year. Assessment Step 6: Review with your Supervisor It is best, when you complete this exercise, to review it with who you report to in order to get their feedback.

Fraud Fighter Training This comprehensive Fraud Fighter Training is designed to equip PenAir Credit Union employees with the tools to recognize, respond to, and prevent fraud. The training follows a structured approach integrating pre-training materials, live interactive sessions, and post-training reinforcement. Step One: Read the Fraud Fighter Handbook Fraud Fighter Handbook Step Two: Listen to the Fraud Fighter Podcast Episode

Intentional Communication with DISC Cortex DISC Training is an interactive workshop designed to equip leaders with a deeper understanding of their strengths, challenges, and communication styles. Using personalized DISC reports, this session will explore behavioral preferences—both yours and those of others—while providing actionable strategies to enhance leadership effectiveness and team dynamics. Step One: Watch "What Is The DISC and Motivators Assessment, and Why Am I Taking It?" Step Two: Take Your DISC and Driving Forces Assessment. You'll get your results immediately after taking the assessment. PRINT & BRING TO CLASS. DISC Assessment Step Three: Review Your DISC Guide DISC Guide Step Four: Take the Cortex Team Strengths (VIPE) Assessment VIPE Assessment VIPE Scorecard

Time Mastery 2.0 Executive Accelerator Competency Outcomes Personalized Coaching System Contact us about small group and large group trainings. Contact Us This Program is specifically designed to rapidly build the critical leadership competencies necessary to thrive in today's fast-moving, AI-driven environment. Participants will directly develop the following competencies. Read More About Time Mastery 2.0 Executive Accelerator Strategic Time and Priority Management Ability to clearly define and execute strategic priorities, . Enhanced skills in setting boundaries and managing interruptions. Improved capability to align daily tasks with organizational goals and outcomes. Adaptability and Agility Increased comfort and effectiveness with rapidly changing demands. Enhanced flexibility in decision-making and task execution. Ability to rapidly adapt plans and priorities based on real-time feedback. AI and technology Integration Fundamental competency in leveraging AI tools for improved productivity and strategic decision-making. Increased ability to utilize AI-generated insights to optimize workflows and efficiency. Managing Multiple Priorities and Problem-Solving Enhanced capability to clearly define and sequence competing priorities aligned with specific outcomes and organizational directives. Improved ability to quickly evaluate tasks based on importance, urgency, and strategic impact. Strengthened skills in proactive, effective problem-solving that maintains focus on critical distraction or overwhelm. Clear and Effective Personal Communication Improved clarity in communicating boundaries, priorities, and availability to others. Enhanced ability to ask precise, targeted questions that quickly gather needed information and reduce unnecessary interactions. Strengthened skills for concise, purposeful dialogue that protects time and personal leadership effectiveness. Continuous Learning and Intellectual Curiosity Reinforced commitment and ability to proactively learn and adapt to new tools, methods, and technologies. Strengthened personal and team competencies for ongoing professional growth and resilience. Increased openness and adaptability to emerging technologies and AI-driven solutions. Competency Outcomes This program directly supports strategic human resources objectives, including: Future-Proofing Talent: Equipping leaders and teams to thrive amid accelerating AI and digital transformation. Retention and Engagement: Investing in high-potential leaders to boost engagement and reduce turnover. Productivity and Efficiency: Immediate practical outcomes through significantly impacting team and organizational efficiency. Strategic HR Value & Impact

Leading Others to Peak Performance Your leadership impact will be greatly affected by the competencies you are able to build a foundation for and enhance as you adjust to changing working environments and market conditions. Deciding which ones you will need the most in the coming 1-3 years is a critical success factor in achieving the outcomes you want you, your team, and your organization to achieve. Review the following information to ensure an understanding of each competency, complete the spreadsheet provided, and then review it with whom you report to so that you can ensure alignment. This information will be used to create your Cortex Leadership Development Plan that you will utilize during your executive coaching journey. Steps 1 - 4 Step 1: Fill out the Cortex Coaching Intake Form Intake Form Step 2: Review the Leadership Competencies Selection and Instruction Guide Guide Step 3: Take the Leadership Competencies Assessment Assessment Step 4: Review your Leadership Competencies Assessment with your Supervisor It is best, when you complete this assessment to review it with who you report to in order to get their feedback. Submit Your Leadership Competencies! Submit Your Leadership Competencies First Name* Last Name* Email * Company* Position* Which Coaching Track are you on?* Strengthening Your Skillsets Leading Others to Peak Performance Leadership Coaching to Peak Performance Organizational Peak Performance Who is your Cortex Coach?* Lynda McNutt Foster Allen Foster Kim Levings Leadership Competencies File Upload* Upload Leadership Competencies Submit You've Completed the Pre-Coaching Steps! Thank you for following the steps in your Coaching Track. You will recieve an email from your coach with their scheduling link so you can schedule your first session. If you have questions in the meantime, feel free to reach out to info@cortexleader.com or email your coach directly.

Session Three Empowering Conversations Conflict to Appreciation to Transformation Step 1: Read the Empowering Conversations Article : Article Step 2: Listen to the Empowering Conversations Corcast Episode: (Optional) Step 3: Read the Three Part Series Outline: Three Part Series

Strengthening Your Competencies in Leading Others Your leadership impact will be greatly affected by the competencies you are able to build a foundation for and enhance as you adjust to changing working environments and market conditions. Deciding which ones you will need the most in the coming 1-3 years is a critical success factor in achieving the outcomes you want you, your team, and your organization to achieve. Review the following information to ensure an understanding of each competency, complete the spreadsheet provided, and then review it with whom you report to so that you can ensure alignment. This information will be used to create your Cortex Leadership Development Plan that you will utilize during your executive coaching journey. Step 1: Review the Leadership Competencies Selection and Instruction Guide Guide Step 2: Take the Leadership Competencies Assessment Assessment Bring your results to your upcoming coaching session Step 3: Read the accompanying Article : Article

Yokohama Supervisor Training - Three Part Series Your Upcoming Leadership Training Strengthening Your Competencies in Leading Others The Cortex Strengthening Your Competencies in Leading Others is a structured workshop designed to help supervisors assess their leadership skills, identify key areas for growth, and develop an actionable plan for improvement. Participants will engage in self-assessments, pinpoint two competencies to focus on, and set SMART goals to enhance their leadership effectiveness. With a focus on practical strategies, real-world examples, and peer accountability, this workshop empowers leaders to build stronger teams, improve communication, and drive performance. By the end of the program, participants will have a clear roadmap for growth and a commitment to continuous leadership development. Session One Step 1: Take the Manager Skillset Assessment Assessment Print out your results Bring your results to the upcoming Cortex session Step 2: Read the Agenda for your upcoming Session 1 Cortex Training Workshop Agenda Step 3: Read the accompanying Article : Article (Optional) Step 4: Read the Three Part Series Outline: Three Part Series Session Two De-Escalation & Conflict Mastery Mastering Conflict for Stronger Leadership These resources were created to address your teams Conflict Mastery by Lynda McNutt Foster Effective leadership requires the ability to navigate conflict with confidence and clarity. Your upcoming Conflict Mastery Workshop provides your leadership team with the tools to assess their conflict tolerance. Step 1: Read the Agenda - Gain an overview of the key themes and objectives covered in the workshop to set the foundation for learning. Agenda Step 2: Take the Cortex Conflict Mastery Assessment Assessment Step 3: Read the Cortex Conflict Mastery Scorecard Scorecard Step 4: Read the Cortex Conflict Mastery De-Escalation Article Article Step 5: Listen to the Cortex Conflict Mastery Prep Corecast Episode: (Optional): Read the Three Part Series Outline: Three Part Series Session Three Empowering Conversations Conflict to Appreciation to Transformation Step 1: Read the Empowering Conversations Article : Article Step 2: Listen to the Empowering Conversations Corcast Episode: (Optional) Step 3: Read the Three Part Series Outline: Three Part Series