Advising

Our strategic advisory practice draws the leader’s attention away from the generation of committees, pie charts and flow charts and towards a sharper awareness of the personalities, team dynamics and cultural distinctions that may otherwise influence, distort or obscure key decisions. Our interventions enable individuals to flourish while maximizing institutional profit, sharpening the social and professional impacts of both.

CEO/Senior Leader/Board Advisory

Senior executives, directors, entrepreneurs and professionals discretely benefit from an independent and objective consulting relationship designed to enhance clients’ capacity to deploy personal power “on purpose,” while providing a safe and confidential environment for coping with the emotional challenges inherent in driving change. We support effective leadership by mitigating the potential for anxiety, self-doubt and isolation that pose a continual threat to personal and organizational stability and sustainability. We advise executive and non-executive directors undergoing often stressful transitional periods, when there has been a breach of trust or in cases when essential issues have not been resolved due to conflicting interpersonal relationships and/or agendas. Our work encompasses the resolution of complex issues ranging from leadership transition and CEO succession to the in-depth psychological assessment of prospective CEO and director candidates.

Legacy Coaching

We work with individuals who have achieved a high level of professional success and are exploring new ways to enhance their significance. In our experience, many people consider leaving their leadership roles in organizations in order to ‘make a difference’ at precisely the point when they have amassed the career confidence and respect to more freely express their beliefs and can risk shifting the status quo. We assist leaders in identifying ways their current position may provide a platform to achieve durable and even global impact, reinvigorating themselves and their teams in the process.

Large Business

We provoke clients to the invaluable realization that they possess more power to effect genuine change, and greater capacity to achieve positive impact than might be obvious to themselves or their colleagues. Energized by their reawakened connection to a more expansive universe of possibilities, they rethink their engagement with the community and the world by integrating leadership development, client relations, and regulatory and corporate affairs with more traditional profit and growth levers. We work with client organizations to promote new understandings among stakeholders and formulate novel alliances; convene and contribute to workshops to catalyze industry self-regulation, and consult with public affairs departments on the coordination of effective and authentic responses to mandates and directives from government agencies.

Family Business

Our track record of successfully advising the owner-managers of privately held family enterprises provides us with an informed perspective on the unique challenges and opportunities faced by family-run businesses. Our psychological training provides the depth and safety to address the often difficult to discuss issues of multi-generational and/or sibling control, staffing and succession.

We consult on governance models, provide guidance when creating family boards and where necessary assist in crafting family constitutions. For companies that were founded on hand-shake deals and staffed by friends and family, we provide objective performance metrics and processes to transition from strictly family-dominated management models to senior teams that incorporate non-family leaders. We help families articulate philanthropic goals and resolve conflict about how to direct their giving.

At all times we preserve the legacies of founding families and work to insure that growth and change does not compromise their core values.

Entrepreneurial Business

The founders and managers of entrepreneurial enterprises frequently enlist our advice on the alignment of individual and organizational goals, the preservation of team energy and the sustainment of a start-up culture while promoting the pursuit of new market opportunities. Our work balances the motivational strength of the founding vision with the relentless imperatives for profit and growth. And when the time comes to institute next-stage processes and procedures, our consultants help their clients navigate the tensions intrinsic to these transitions.

Assessing Emotional Equity

Although company evaluations are typically expressed in terms of quantitative metrics, our work with due diligence teams focuses on the often ineffable human qualities of interpersonal equity and emotional intelligence. We combine customized interviews, bespoke metrics and standardized measures to produce a nuanced psychological portrait of the potential acquisition or in some cases the opposing party in a negotiation.

Executive Transition

Melanie Katzman has coached individuals through promotions and terminations, and guided companies as they expanded, decentralized, downsized, innovated (and expanded again). She has helped entrepreneurs launch employment law practices, fintech solutions, sustainable coffee companies, catering businesses, photography studios, hair salons, and public relations firms. Five rabbis have sought her counsel to increase professional impact.

We advance our clients’ goals of regaining control and confidence when they are (voluntarily or involuntarily):

  • Exploring new options, interests and opportunities
  • Exploring entrepreneurial options
  • Shifting between private and public sector positions
  • Being asked to ‘move on’
  • Preparing for retirement
  • Considering a lateral move
  • Looking for a 30/60/90 day plan to maximize success and impact in a new role
  • Returning to work after family leave
  • Transitioning to a more flexible portfolio career to define and cement their personal and professional legacy

Facilitating

We facilitate innovative and provocative meetings for organizations, boards and teams that unleash the promise and potential of individuals while simultaneously stimulating the success of the group during periods of enterprise growth, transition and crisis.

Team Meetings

We stimulate innovation by ensuring that the right people are in the room — including those not immediately obvious. We conceive constructive and challenging listening/learning environments that inspire individuals and teams to better performance. With our support, relevant voices are heard and participants dare to dream, leaving our meetings equipped with concrete follow-up steps that sustain momentum and motivate action.

Corporate Offsites

Our consultants carefully choreograph the offsite experience to ensure the integrity of content, maximize relationship building and expand human, financial and social capital – in all its forms. We shift and realign corporate and organizational cultures by surfacing overt and covert messages from leaders, colleagues and the external environment. We ensure that invitees, speakers and topics are tightly aligned with the leader’s intention, creating conditions conducive to fruitful interactions and conversations.

Global Immersion Experiences

Through our association with the social enterprise Leaders’ Quest, we work with people from all walks of life – from CEOs of multinational companies to grassroots organizers – who want to disrupt their established ways of doing business. We design experiential learning journeys that enable leaders to ask tough questions about business, society and their own leadership – connecting individual shifts in mindset to broader systemic and social change.

Talent and Leadership Development

We collaborate with Human Resources teams on the design of rigorous assessment and development programs that foster competency, promote diversity in its broadest sense, and more effectively align personal and professional goals. We draw on multiple disciplines and emerging methodologies that move beyond technical mastery to develop creative thinkers who are able to make connections from disparate ideas, challenge assumptions, build relationships, take responsibility and create meaningful impact.

Women's Leadership

Over two decades, Katzman Consulting has evolved innovative solutions to enhancing the quantity and effectiveness of women at senior levels of leadership in public corporations, private enterprises, and academic and non-profit organizations. We have created and delivered tailored programs, worked closely with in-house talent officers, and developed self-sustaining support networks that extend beyond individual events and initiatives. Melanie Katzman has also lectured internationally on the micro and macro obstacles to achieving true systemic change, and authored numerous books, chapters and journal articles on the advancement of female competencies and leadership across cultures, sectors, industries and enterprises. Many Katzman Consultants write, speak and conduct training sessions on issues related to female success in the work place – and beyond.

Relocation

Our consultants, many who have relocated or are expatriates themselves, are expert in advising acclimatizing personnel and families to redefine and expand career and community opportunities in new locations. They help to create support networks while offering an optimistic but realistic assessment of strategies to achieve organizational and personal success. They also provide individualized sessions, lectures and workshops for corporate and community groups, in addition to customized materials for families and games for children.

Crisis Management

Our crisis management teams support individuals and organizations confronting personal and societal challenges and crises. From divorce and death to radical changes in markets, systemic surprises and failures, terrorist attacks and natural disasters including earthquakes and hurricanes, Katzman consultants help to coordinate organizations’ strategic responses, deliver tailored workshops and seminars, and support communications teams in the development of cost-effective employee and community outreach programs that boost resiliency while accelerating personal and organizational recovery.

Since 2001, Melanie Katzman has been a member of the NYC Medical Reserve Corps.

Expanding Impact

By expanding clients’ customary sight lines, we challenge leaders and organizations to leverage the potency of their position and to amplify their influence with intention. Our work incites strategies that maximize clients’ positive impact on their communities and the wider world.

Global Leadership: Power, Position, Purpose and Point of View

As an international consortium of consultants trained in the academic and practical disciplines of leadership, we have stayed at the forefront of reorienting the cultural conception of leadership to incorporate a more contemporary global dimension. Our skills build clients’ capacities to expand their power, potential and purpose, while illuminating the profound effects of individual and group decisions on communities and the world.

Across all of our practice areas, we challenge clients to exert a more positive impact across broad sectors of society. While our work to expand our clients’ perspective infuses every engagement, services such as legacy coaching and global immersion experiences provide clearly defined means to connect individual and organizational potential and purpose to the traditional pursuit of power and profit. We inspire clients to look beyond their accustomed field of vision to promote more informed decision-making, and develop a more acute appreciation of the potential positive as well as negative consequences of their choices. We work with leaders to identify, reclaim and more closely integrate their personal and professional passions, producing greater individual and organizational energy. By increasing the resiliency and positive impact of both leaders and enterprises, we cultivate authentically motivational cultures. Ultimately, we empower people to find their unique voices and express a clearly defined point of view, which matters profoundly to themselves and others.