Sage Portfolio Group partners with an organization to create a plan that addresses the organization’s biggest challenges with its leaders and teams. Sage Portfolio Group professionals listen, observe, make recommendations and collaborate with leaders to come up with a plan that addresses challenges with creativity, proven principles of adult learning, and innovative tools that give Sage Portfolio Group clients an edge. Our professionals work within budget parameters and often integrate assessments and tools to create benchmarks. Recommendations sometime include executive coaching, business coaching, or sales coaching team members; team building or team coaching to improve team productivity, and leadership management training and learning development solutions to increase organizational knowledge in key areas.

Sage Portfolio Group has taken this highly successful one-on-one model and applied it to teams, departments and whole organizations. Our process respects the fundamental tenets of business coaching: a customized approach, solutions that are developed in partnership with the client, application to real-life situations, practice of skills, and shared accountability for results. Our approach has four key components:

Listen. Any company can say that it listens to the client when developing a program. What sets Sage Portfolio Group apart is the fact that our associates are skilled business coaches, trained in the art and science of question and answer. Not only do we listen to the client, but we ask the sort of questions that elicit introspective and insightful responses. The client is able to understand his or her own needs—be it for individual coaching or for an organization-wide intervention—with greater depth and clarity. Sage Portfolio Group takes this information and matches the client to an appropriate existing program, or recommends a customized approach that will achieve client objectives.

Sample Team Assessment

Assess. Sage Portfolio Group specializes in providing customized organizational assessment tools and personality profiles. We have expertise in administering a number of instruments (many of them validated), including the Center for Creative Leadership’s CCL 360 assessment, the Myers-Briggs personality inventory, the DISC personality test, Emergenetics self-assessment, the FIRO-B assessment, and the Team Diagnostic assessment. Sage Portfolio Group assists clients in determining the most appropriate assessment for their needs, and ensures that insights gained through assessments are used to achieve individual or organizational development goals. We don’t collect data for data’s sake, but use it as a starting place for growth and change.

Engage. Sage Portfolio Group’s training, development and coaching programs are interactive, enlightening and designed to address a variety of adult learning styles. We pair training programs with follow-up executive coaching or business coaching, to enable real-world application and practice. One-on-one interaction is combined, wherever possible, with group learning formats to foster peer-to-peer dialogue and mentoring. Our priority is to offer learning opportunities that have real-world relevance and direct application to day-to-day business problems.

Evaluate. Sage Portfolio Group is committed to delivering the highest quality services, and applies a model of continuous improvement to every contract and program. Evaluation occurs at various stages and takes different forms: informal ‘check-ins’, requests for written feedback, and formal post-contract evaluations. Our evaluations are designed to ensure that clients receive maximum value from our services. Mid-stream evaluations allow us to refine as we go, and post-program evaluations enable us to determine next steps for clients.

To discuss how Sage Portfolio Group can work with your organization, please email
corporateinfo@sageportfoliogroup.com or phone
1-866-914-4442.