Step One

If you have already spoken with Heather Kaye or Terrie Lupberger and have been invited into the program, please submit your application, Step Two, and we will be back in touch with you.

If not, send an email to arrange a phone call with Heather Kaye. Take a moment to read the Rules of Engagement and Withdrawal and Refund Policy below.

Rules of Engagement

Each participant in the Executive Circle is asked to agree to the Rules of Engagement below.

• Commit to the process. This is a small group and everyone’s commitment, openness and vulnerability is important to build cohesiveness and trust.
• Arrive on time. Being late is disrespectful to other participants, is a not a positive leadership move and impacts your reputation and integrity with the group.
• Participate fully. Be willing to share openly and honestly, challenge your own assumptions, and provide as well as receive feedback.
• Keep confidentiality. You will learn confidential information about individuals and organizations, be sure it stays in the room and is not repeated.
• Meet with a new member of the group between each session.
• Practice generous listening. Keep an open mind and don’t rush to any judgments or conclusions of others or their situations.
• Pay it forward. Share your learning with your staff (and colleagues).
• Provide a written evaluation (and if desired, a quote to pass on to potential new participants).
• Enroll a participant in the next session (if you find the process valuable).
• Attend the sessions. If you miss more than one session without being excused, we ask that you withdraw from the group.

Program Withdrawal and
Refund Policy

Prior to the start of the program, written notification of your withdrawal—letter or e-mail is required. $500 of your deposit is non-refundable. If you withdraw from the program at least 30 days prior to the first day of the program, your payment will be refunded within two weeks of written withdrawal notification. Thirty days prior to commencement of the program, no refunds will be given. Transfer of your spot is permissible, with approval.