BUILDING UNSTOPPABLE TEAMS

Every successful venture shares a common, repeatable process that enables dynamic teams to reach their vision.

THE PEAK SYSTEM - TEAM OKR PLANNING AND TOOLS

Collective Genius provides facilitated leadership team sessions and tools that create focus, alignment and accountability. Uplift your team with a three-year vision, one-year plan, quarterly OKRs, and tools to stay on track.

RUCKSACK - THE PEAK SYSTEM IN ONE ONLINE PLATFORM

Subscribe to Rucksack and get the entire Peak Planning and Tools System. Over 50 organized assets, videos, and printable resources. Visit Rucksack to Learn More

GETTING TO PEAK

Peak Planning Sessions are facilitated leadership team sessions, that empower venture venture backed growth companies and venture capital firms to collaboratively build a three-year vision, one-year plan, quarterly OKRs, and gain access to Peak Tools to stay on course.

The Peak System

Peak creates clarity around the vision of your summit, building a singular plan to first reach basecamp, and with this unified map, the team travels together in the same direction – overcoming obstacles along the way.

Annual Meetings

We lead your team through Peak Annual Planning Sessions to create a clear unified Three Year Vision, One Year Plan, Quarterly OKRs, and more.

Quarterly Meetings

We keep your team on course by leveraging the Peak Quarterly Planning Sessions and creating further alignment, focus, and accountability.

Board Meetings

The Annual and Quarterly Meetings are built around creating clarity and developing the information needed to most effectively communicate and leverage your board of directors and advisors.

Weekly Meetings

To stay the course, your team will apply an efficient meeting format we refer to as The Weekly Camp Meeting, where you will review status, solve problems, maintain accountability and stay on course.

Keep Climbing

Keep climbing by gaining access to the full Peak System and implement OKRs, Core Values, Metrics Dashboard, Triage List, Weekly Camp Meetings, other tools and best practices.

CLIENT TESTIMONIALS

“Leveraging the Peak system; my team is aligned, focused and my board members are always informed.”

“I’ve read plenty of books on goal-setting for startups, running lean, and staying focused. It wasn’t until our team met with Jeff that the goal-setting process really clicked.”

“Jeff is an authentic, caring human who always puts the founder first. He’s been an incredible mentor to our Techstars startups and even won our “#GiveFirst” for being one of our best.”

“Jeff is one of the best Mentors I have ever had in my life! During a busy and stressful time for our Company, he helped implement team and communication strategies that have transformed our cohesion.”

“After being mentored by Jeff for nearly a decade, I can certainly say that every minute I invest with him is valuable. He’s facilitated strategic planning sessions for my businesses, trained us on processes to gain more traction, and held us accountable to staying focused.”

“Our ability to scale successfully as a company has been maximized by our relationship with Jeff and Geoff. Collective Genius is one of our best investments.”

“Jeff is always an honest, reliable and insightful sounding board for understanding needs. Not just helping determine what is needed, but when, and also how it fits in the broader picture.”

“Jeff is a great mentor, friend and advisor for us at StoryXpress . He never hesitates spending quality time with us to think through the business processes using a goal-setting approach, which helped us achieve a lot in a short span of time.”

“Jeff has been an incredible mentor, friend and advisor to CancerAid.”

“Jeff led our team’s annual “Peak” session at the end of last year. His process, plan, and style were the right mix of listening and prodding to help our team get our priorities onto paper, meet deadlines, and hold ourselves accountable. We’re looking forward to having Jeff back!” 

“Jeff ran the Annual Planning Peak session for us at Crosscut. He was effective at aligning our partnership around a set of goals and facilitating the debate about internal priorities. He delivered a system to help us prioritize our goals and execute against them. I recommend Jeff to anyone doing annual planning at the senior leadership level.”

“Peak planning sessions have given our team a scalable tool set with which to plan, focus and execute our company vision. Particularly as a fast moving start-up, it has provided us with extraordinary value.”

CLIENT & PARTNER PORTFOLIO

cross cut
OC4
Greycroft two
C Ventures
Matchstick Ventures
Techstars
Dundee VC
Luma
creditkey
Slingshot
Welcome
Dandy
Fast-Bridge
Ascentis
Edmentum
Credly Logo
Cancer-Aid
Wildflower
PRZM
Retina
techrockies
hoonuit
Socal-Tech
Field-Nation
Affiliate Management
Story-Xpress
Bybe
Spok
Modern-Foundation
ShopTurn
Granicus
When-I-Work
Entrust-Datacard
Sophia
Marvel-Citizen
Sovos-Compliance
Indus-Track
Pearson-Vue
Capella-University
Capstone
Gravie
Digital-River
Bluespire
Questar
Magnet-360
Faegre-Baker-Daniels
Modern-Automotive-Performance
Health-Fitness
Blue-Cross-Blue-Shield
Insignia
Kinetic-Data
Advanced Wireless
Avon
Merrill-Corporation
Banner
Pearson
Pfizer
Prime-Therapeutics
Purple-Squirrel
Rasmussen-College
Rust-Consulting
Securian
Surescripts
Sway
Tcf-Bank
The Academy
Thrivent-Financial
wildflower schools
Xora

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