Your Formation Matters.

We are executive coaches, strategic advisors, and organizational development experts. We guide CEOs and senior teams to successfully navigate change.

Take Our Formation Assessment
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Strategic Facilitation

Succession Planning

Leadership Retreats

Communication Training

Leader Development

Board Retreats

Strategic Planning

Leadership Offsites

Executive Coaching

Strategic Facilitation Succession Planning Leadership Retreats Communication Training Leader Development Board Retreats Strategic Planning Leadership Offsites Executive Coaching

You’re in the C-Suite of a growing organization. The pressure is real.

  • Do you feel on the verge of Burnout trying to keep up?

  • Has your structure outgrown its current design?

  • is your senior team struggling to stay on the same page?

  • Was your strategic plan RECENTLY rendered obsolete?

As your complexity increases, you need advisors who:

  • cut through the clutter.

  • align your people and systems.

  • build a game plan for success.

We partner with CEOs and senior teams to create winning strategies and healthy cultures.

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get to know us

how it works

Our strategic facilitators are trained and certified in The Formation Method.

Through leadership retreats, adaptive strategic planning offsites, and executive coaching sessions, you will create the right formation and plans for your people to win.

explore solutions
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Build your adaptive strategic plan and goal setting system at a 2-3 day leadership team retreat.

Stay in formation as you update your strategic plan and develop as a team at quarterly offsites.

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Maintain alignment and momentum between quarterly offsites through our change management expertise—executive coaching, team facilitation, internal communication support, enterprise project management, and people-centered org design.

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Get your key leaders trained and certified in The Formation Method system, and we’ll build an employee engagement and leader development program to grow a healthy culture that will multiply your effectiveness.

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adaptive strategic planning

change management

internal communications

team development

case study

CALIFORNIA BIOENERGY →

  • Two men sitting at a table by a large window, engaging in conversation. One man has white hair and glasses, while the other has short hair and is wearing a camouflage jacket. A coffee mug is on the table.

    "We were incredibly blessed to have Jeff Tanner join us as a strategic partner. His expertise played a crucial role in taking our organization to the next level. His insights on org design, marketing, technology integration, data management, and donor relations were game-changing, enabling us to enhance our communication, transparency, and overall impact."

    JIM HOGAN

    Cofounder and former Executive Director, Standing Stone Ministry

  • A smiling man with gray hair wearing a gray button-up shirt outdoors.

    “The Formation Method is for any leader who wants to see and believe that they and the people they lead are capable of ideas, solutions, and results. The Formation Method celebrates the value and worth in those we lead —it helps us become more human.”

    ROB JACOBS

    Spiritual Growth and Development Pastor at Saddleback Church

LET’S GET STARTED

Your formation is foundational to financial and missional success.

The Formation Agency will strategically guide your organization through key inflection points in your growth journey. 

book a call today