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Workshop Catalogue

Our personalized, transformation workshops equip your organization with the practical tools, strategic insight, and cross-functional alignment needed to navigate change confidently and drive measurable, scalable impact.

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For All Company Sizes

Middle Market & Enterprise Executives

Identify Your “Transform & Grow” Team

Assign transform roles, understand team dynamics, and reduce oversight needs.

For All Company Sizes

Middle Market & Enterprise Executives

Breaking Through the Change Ceiling

Learn how to run successful pilots that get C-Suite approval for future investments.

For All Company Sizes

Middle Market & Enterprise Executives

ROI Driving Use Case Development

Learn to develop ROI-driven pilots with use cases that align with your company’s data and systems.

For Mid-to-Large Companies

Middle Market & Enterprise Executives

AI Adoption for Leaders

A deep dive into how leaders can use AI and how to drive adoption across teams.

For Mid-to-Large Companies

Middle Market & Enterprise Executives

Organizing Talent in the Age of AI

Understand how to balance AI agents and human workers to maximize adaptability.

For Mid-to-Large Companies

Middle Market & Enterprise Executives

Is 2025 the Year AI Becomes Personal?

A personalized AI workshop to assess how AI can improve your leadership capabilities.

For Mid-to-Large Companies

Middle Market & Enterprise Executives

AI-Driven Performance Improvement

Learn to use AI and continuous improvement methodologies to drive performance and identify opportunities.

For Mid-to-Large Companies

Middle Market & Enterprise Executives

AI-Driven Collaboration

Learn how to integrate AI into team workflows to boost collaboration and productivity.

For Mid-to-Large Companies

Tactical Training & Certification

Prompting Basics

Gain the skills to prompt across various AI tools and teams to optimize productivity.

For Mid-to-Large Companies

Tactical Training & Certification

How to Build AI Governance

Learn how to set adaptive policies and procedures that keep pace with AI advancements.

For Mid-to-Large Companies

Tactical Training & Certification

Introduction to Assistant and Agent Building

Learn to build effective AI assistants and manage their integration into business processes.

For Mid-to-Large Companies

Tactical Training & Certification

4R Change Hacker Certification Training

Learn to apply the 4R segmentation (Results, Resilient, Reluctant, Resistant) to lead organizational change.

For Mid-to-Large Companies

Lower / Middle Market CEOs

Is Your Team Ready for Acquisition?

Learn how to predict and manage employee behaviors during an acquisition.

For Small-to-Mid Companies

Lower / Middle Market CEOs

Acquisition or Passive Income?

Learn how to prep your business for acquisition or transition it into passive income.

For Small-to-Mid Companies

Lower / Middle Market CEOs

Acquisition Readiness – Leveraging BPO

Understand how to streamline your business functions for acquisition readiness using AI and BPO.

For Small-to-Mid Companies

4 HOURS

12 Week Starter Pack for AI Adoption

Learn to facilitate a smooth and efficient AI implementation for your organization, with an emphasis on achieving a high return on investment (ROI) in a short time frame.

ALL COMPANY SIZES

AUDIENCE

Accelerating Diversity in Tech Leadership through a Strategic Internship Program​

What We Do Best Change Management Accelerating Diversity in Tech Leadership through a Strategic Internship Program Industry Technology Size Fortune 500 Company Challenge Improving retention and promotion of Black and Brown tech talent The Challenge Our client, a leading Fortune 500 technology company, faced a significant challenge in retaining and promoting diverse talent, specifically, black and brown employees were leaving the company at higher rates than their white peers. There was a lack of diverse representation in leadership roles and a strong need to establish the company as a top destination for black and brown talent. Our Approach We executed a multifaceted strategy to address these challenges: Targeted Internship Program: Designed a new program focusing on recruiting and developing talent from Historically Black Colleges and Universities (HBCUs) Holistic Program Management: Addressed complex elements including potential revenue growth in HBCUs as an untapped source of high potential talent Change Management: Implemented strategies to overcome internal resistance and coordinate effectively across the large organization Risk Mitigation: Developed plans to manage reputational risk associated with the new program launch The Implementation Process Phase 1: Program Design and Foundation Building Established relationships across the organization Designed intern recruitment process Developed framework for intern experience Phase 2: Research and Development Conducted research on support needed for HBCU student interns Created leadership track development plan Established connection between student support and company revenue Phase 3: Pilot Program Launch Facilitated intern recruitment and onboarding Implemented support systems for interns Monitored and evaluated program effectiveness Phase 4: Process Standardization Identified processes and standardization Aligned program processes with company standards Implemented cost and labor mitigation strategies Results Our execution of strategy yielded significant improvements Client Testimonial “We have been working with Culminate Strategy Group since 2021. They have been instrumental in the successful launch of our program supporting Black and Brown tech talent. Their team swiftly produced comprehensive marketing materials and compelling presentations, ensuring a seamless introduction. Their efficiency and dedication were evident in every aspect of their support, making the entire process remarkably smooth and effective. Culminate Strategy Group continues to exceed expectations on every piece of the program.” Client DEI Talent Manager Key Takeaways Holistic Approach Addressing diversity requires a multifaceted strategy Dual Impact Diversity initiatives can drive both social impact and business growth Change Management is Crucial Overcoming internal resistance is key to program success Data-Driven Decisions Continuous research and evaluation are essential for program refinement Long-term Vision Establishing processes for sustainability ensures program longevity Conclusion By implementing this strategic internship program with a focus on HBCUs, we helped our client take a significant step towards becoming a destination for strong Black and Brown tech talent. This case study demonstrates the power of combining targeted recruitment, comprehensive support, and effective change management in driving organizational diversity and inclusion.

ALL COMPANY SIZES

AUDIENCE

Elevating a Mid-Market Manufacturer to New Heights​

What We Do Best Organization Design Elevating a Mid-Market Manufacturer to New Heights A pivotal player in the industrial plumbing sector, specializing in equipment for healthcare facilities and commercial buildings, faced a critical juncture. Their quest for growth had stalled, hampered by outdated processes and an organizational structure that hindered rather than helped progress. Inefficiencies ran rampant, from paper-based systems to a lengthy sales cycle that made effective client servicing and market expansion seemingly unattainable. The Challenge Our client was in dire need of a strategic overhaul to ignite growth and build a foundation for scalable success. Our Approach Embarking on a journey of transformative change, we closely collaborated with the company’s leadership, utilizing our blueprint as the driving force for innovation and efficiency. Our comprehensive strategy included: Holistic Assessment: A thorough evaluation of sales, marketing, and operational processes, alongside talent and organizational health, revealed critical pain points such as reliance on outdated systems, a failing CRM, and a lack of cohesive teamwork. Revitalizing Talent and Leadership: We initiated a complete refresh of the leadership and team structure, fostering a healthier culture of collaboration and efficiency that paved the way for improved processes. Simplifying Technology: Implementing an intuitive lead generation and CRM solution enabled a streamlined, effective approach to managing the sales pipeline and customer interactions. Customer-Centric Process Redesign: We reimagined customer engagement, from prospecting to post-sale support, ensuring every touchpoint was designed to enhance customer satisfaction and loyalty. Operational Innovation: Evaluating the operational landscape led to the adoption of Internet of Things (IoT) analytics, laying the groundwork for automated issue diagnosis and predictive maintenance capabilities. Synergizing Systems and Processes: Integration efforts focused on aligning processes and technology to facilitate predictive maintenance, propelling the company towards cutting-edge operational efficiency. The Transformation This strategic partnership not only revitalized the company’s approach to sales and operations but also ushered in a new era of growth and scalability. By shedding outdated practices and embracing technology and teamwork, the firm is now poised to dominate the market, delivering unparalleled value to its clients, and setting a new standard in the industrial plumbing equipment sector.

ALL COMPANY SIZES

AUDIENCE

Mastering a Post-Merger Integration​

What We Do Best Post Merger Integration A TALE OF TRANSFORMATION Mastering a Post-Merger Integration In a decisive move aimed at enhancing its service offerings, an influential American entity opted to acquire a Canadian services firm renowned for its distinct and complementary capabilities. This merger was seen as a crucial element in the parent company’s ambitious strategy to diversify and solidify its services-centric approach. However, the initial change management initiative quickly evolved into a comprehensive mission, incorporating go-to-market strategies, organizational restructuring, and process optimization. The Challenge Integrating two distinct entities, particularly when expanding service capabilities rather than just scale alone, poses an intricate challenge—similar to unraveling a multidimensional puzzle. The objective wasn’t solely to merge, but to meld diverse talents, technologies, and traditions into a unified, more powerful whole. The hurdles were numerous: Disparate, paper-based operational systems bogging down efficiency. A clunky CRM system complicating client relationship management. High staff turnover and a lack of collaboration undermining organizational health. Our intervention was twofold: creating a new vision and to executing a smooth transformation. We delved deep into the heart of the companies’ operations, assessing sales, marketing, solution design, and more, only to discover a landscape ready for significant change. Our Magical Blueprint The Transformation This journey of integration and innovation marked a new chapter for both the American and Canadian firms, transforming them from separate entities into a unified force, poised for market dominance. By weaving together their diverse capabilities, we not only accelerated their integration timeline but also crafted a strategy that was truly greater than the sum of its parts.

ALL COMPANY SIZES

AUDIENCE

Revolutionizing Change Management in a Large Sales Organization​

What We Do Best Tech and AI Adoption Revolutionizing Change Management in a Large Sales Organization The Challenge A large sales organization approached us with a critical challenge, to implement new software across their entire workforce. Their history of troubled implementations had led to: Our Innovative Approach We recognized that traditional change management methods weren’t sufficient. Our team developed a unique strategy that blended psychology and data analytics to drive successful transformation.  Our Strategy Employee Segmentation We identified and leveraged two key groups, results-drivers and resilient employees. Results-Drivers are employees comfortable with ambiguity and motivated by complex challenges. Resilient Employees are adaptable individuals eager for new experiences and learning. Flipping the Script on Resistance Instead of focusing on overcoming resistance, we ignored it and concentrated on building momentum with our change-ready segments. Data-driven Decision-making We used advanced analytics to identify the right employees for each stage of the implementation process. The Implementation Process Results and Impact Our approach led to Key Takeaways 1. Focus on Resilience, NOT Resistance Empower those ready for change instead of trying to convince resistors. 2. Leverage Data and Psychology Use behavioral insights to identify and engage the right employees at each stage. 3. Tailor Your Approach Develop strategies that resonate with different employee segments. 4. Build Momentum through Success Stories Let early adopters become your change ambassadors. 5. Utilize Practical Motivators For more resistant groups, tie change to tangible benefits like improved workflows or potential for increased commissions. Conclusion By adopting this data-driven, psychology-based approach to change management, organizations can significantly increase the success rate of their transformation initiatives while minimizing drama and resistance. Our case study demonstrates that by focusing on those employees most adaptable to change, a positive ripple effect can be created throughout the organization, naturally drawing in even the most reluctant employees. 

ALL COMPANY SIZES

AUDIENCE

Transforming IT for a Fortune 500 Leader​

What We Do Best Change Management Transforming IT for a Fortune 500 Leader In an era where IT is the backbone of innovation, our client—a celebrated Fortune 500 entity—recognized the urgent need to revolutionize its IT function. Traditionally viewed as a support role rather than a strategic powerhouse, the company’s IT department was pivotal yet underleveraged, often acting on direct orders instead of driving the business forward with visionary tech initiatives. The Challenge The core challenge lay in transitioning the IT department from an operational support role to a strategic entity aligned with overarching business goals. This shift was crucial as the complexity within their industry escalated, demanding a more sophisticated, future-ready approach to technology investment and utilization. Our Solution Embarking on a journey of transformative change, we closely collaborated with the company’s leadership, utilizing our blueprint as the driving force for innovation and efficiency. Our comprehensive strategy included Strategic Planning and Execution Crafting a change roadmap that included redefining the organizational structure, prioritizing strategic investments, and establishing agile operational practices. InnovativeAssessments Employing AI/ML tools for a non-intrusive assessment of team mindsets, facilitating the alignment of skills and attitudes with the transformation’s goals. Leadership and Organization Design Assisting in the selection and integration of a transformational leadership team, coupled with a thorough assessment of the organization to ensure alignment with the new strategic direction. ChangeManagement Implementing change management and communication strategies to transition teams into more agile and strategic functions, supporting the smooth onboarding of new leadership. AgileTransformation Partnering with a specialist in Agile methodologies to standardize practices across teams, enhancing flexibility, efficiency, and focus on strategic initiatives over reactive tasks. Digital and Cultural Realignment Revamping the internal intranet to reflect the department’s strategic vision and foster a more collaborative relationship with the rest of the company. CareerDevelopment Introducing new titles and career pathways that align with the company’s strategic objectives, ensuring that evaluations and goals are closely linked to these new standards. ExperienceEnhancement Augmenting the client’s capabilities with specialized project management, UX design, process redesign, and robotic process automation (RPA) expertise to elevate the employee experience. The Outcome In embracing our holistic approach, the IT function has been transformed into a vital strategic partner within the company, showcasing its pivotal role in steering business success. By strategically investing in innovation and nurturing a culture of agility, we have empowered our client to not only stay ahead of industry trends but to also pioneer new developments in their ever-changing field.

FAQs

How does a workshop work?

A workshop is a live experience, either virtual (through Microsoft Teams) or hybrid, conducted by an expert at Culminate Strategy Group.

The workshop can be as short as 2 hours or as long as 4 hours, and will include all workshop materials. Each workshop is customized to you and will include a psychographic segmentation of your organization.

What happens if I need to cancel or reschedule?

We understand that unforeseen circumstances happen and may occasionally make cancellation or rescheduling necessary.

Rescheduling Policy: One reschedule is allowed if we are notified 1 or more business days in advance to the workshop date.

Cancellation Policy: Cancellations occurring 1 or more business days before the event will be eligible for one-time rescheduling to a future date. No shows will not be eligible for rescheduling and the registrant will be liable for the **down payment**.

Please notify us at [email protected] prior to the workshop date.

How do I know which workshop is right for my organization?

Do any of our workshops build onto each other? Are some workshops more intro and some more advanced?

Do we have a recommendation based on audience? A free discovery session with them?

If you’re still unsure, get in touch with us! We don’t bite. Email us at [email protected] and we’d love to discuss the best option for your organization.

Who are these workshops designed for?

Enterprise executives, middle market and small-to-midsize business executives, project managers, and change managers.

Do you offer follow-up support or implementation guidance?

Yes, many of our clients choose to extend the value of their workshop experience. We offer a range of post-session services designed to help teams apply what they’ve learned and sustain momentum. These may include:

Targeted consultations to address specific implementation challenges or opportunities.

Action planning tools and curated resources to support next steps.

Facilitator check-ins to reinforce accountability and progress.

Our goal is to ensure that every workshop leads to meaningful, measurable outcomes—long after the session ends.

Ready to turn insight into action?

Kickstart your AI journey with our 12-Week Starter Pack — a systematic approach designed to facilitate an efficient AI implementation for your organization, with an emphasis on high ROI in a short time frame.

Check it out