Leadership Council and its sibling Presidents Council are a family-owned Saint Louis company that has run executive peer groups since 1974 — monthly groups for presidents, C-suite executives, VPs, and function leaders at Midwest mid-market companies. Members are vetted so no group contains competitors, and sessions are professionally moderated.

From 2023 to 2024, through what is now AspirationalX, I worked with the team on its operations. The company had decades of working practice and was at an inflection point: its smallest staff, with plans to add a cohort to each council. The processes that ran the business existed in daily practice but not in writing, and the next stage of growth required them to be documented.

The work was to understand how the business ran and codify it: a process audit, a shared Jira and Confluence workspace, written procedures for the recurring work, consolidated calendars and CRM access for the staff, separated financial records with written accounting procedures, tuning of the pricing and payment strategy, and support for merging the two councils into a single entity.

The full detail is in the case study: Operations and Delegation Layer for an Executive Peer Group Company.