Partner Education
Bring real-world organizational execution expertise into your portfolio and community.
Collective Genius collaborates with investment firms, accelerators, executive networks, and leadership communities to deliver timely presentations, workshops, and interactive sessions for CEOs, founders, operators, Chiefs of Staff, executives, and leadership teams.
Now booking · Fall 2026 2027 Annual Planning That Drives Execution →Partner Education at a glance
What we provide. Who it is for. When it is useful.
A ready-to-deploy way to bring real-world organizational execution education into your portfolio, community, or existing event programming.
CEOs, founders + leadership teams
Sessions can be shaped for CEOs, founders, operators, Chiefs of Staff, executives, leadership teams, investors, or mixed audiences across your portfolio or community.
Presentations, workshops + event participation
Real-world organizational execution education delivered as a standalone session or incorporated into programming your organization already has planned.
When the issue is already real
Annual planning. New-year execution. Scaling. Cross-functional friction. Leadership-team alignment. Organizational drift. A new stage of growth.
Add value without building another program
Bring in real-world frameworks, examples, and tools your audience can use immediately—without your team having to create the content or experience from scratch.
Formats: virtual presentations • interactive workshops • portfolio sessions • founder + CEO gatherings • founder and investor retreats • executive events • accelerator programming • community sessions
How Partner Education works
Your audience. Collective Genius expertise. Very little lift from your team.
Choose a timely topic or tell us what your portfolio or community is navigating. We start with a proven framework, then adapt the emphasis, examples, exercises, and materials to the audience.
Add real-world organizational execution content to your programming—without creating another program for your team to build or manage.
Before
- Short audience + goals conversation
- Topic and workshop customization
- Co-branded presentation + resources
- Invitation email + community copy
- Event description + speaker assets
During
- Presentation, workshop, or event session matched to the audience
- Examples relevant to their context
- Participant exercises + discussion when appropriate
- Real-world frameworks and tools the audience can use
- Flexible 45–90 minute formats, or participation within an existing event agenda
After
- Participant take-home resources
- Follow-up language for your community
- Tools referenced in the session
- Optional partner recap
- Ideas for the next timely session
Candid, interactive, grounded in real-world examples, and adapted to the experience level, roles, and needs of the audience—not one-size-fits-all lecture-style training.
Real-world organizational execution education, built from actual work with CEOs and leadership teams and adapted to the people in the room.
A generic motivational keynote, a Collective Genius services pitch, or a Peak OS software demo.
A timely workshop for fall planning
Annual Planning That Drives Execution
How to lead a high-impact annual planning process—from pre-work and session design through priorities, ownership, and follow-through.
Annual planning is more than the offsite. CEOs and leadership teams need to know how to prepare the team, structure the session, move from discussion to decisions, and make the plan useful once everyone leaves the room.
- What effective pre-work should accomplish
- How to structure the annual planning session
- How to translate discussion into priorities, measures, and ownership
- What must happen after the session to keep the plan alive
The annual planning workshop
Before. During. After.
Participants learn the best practices for leading the complete annual planning process—not just what to put on an agenda.
Prepare
Build the right pre-work, gather useful inputs, establish expectations, and prepare the leadership team before the session begins.
Align
Structure the agenda, reflect on the year, define success, make decisions, establish priorities, measures, and clear ownership.
Execute
Communicate the plan, translate priorities into shorter-term outcomes, and establish the review cadence that keeps the plan visible.
Turn direction into a one-year plan
A glimpse of the experience
Leaders leave with something they can use.
The sessions are built around real-world questions, examples, and tools—not abstract theory.
Participants can leave with: a pre-work approach, sample planning agenda, one-year planning framework, ownership and measurement guidance, and a clear post-session follow-through approach.
Built as a collaboration
Add something useful to the next gathering you already have planned.
Whether you are bringing founders together for a portfolio session, hosting a founder or investor retreat, planning an accelerator program, or adding education to an executive community event, Collective Genius can join and enhance the programming you already have planned.
Your organization stays front and center. We use a proven framework, then adapt the examples, emphasis, exercises, and materials to the audience, company stages, roles, and the challenges you are hearing.
Designed for: venture capital • private equity • family offices • accelerators • founder communities • operator networks • Chief of Staff communities • executive groups • founder and investor retreats
Organization
Genius
Planned 2027 Partner Education Series
Start with what is useful now. Continue when the next challenge appears.
Each session stands on its own. Partners can offer one presentation or workshop, select the topics most relevant to their audience, or follow the complete organizational execution cycle throughout the year.
Plan → Operate → Coordinate → Adapt → Plan again
From Annual Plan to Operating Rhythm
How will we keep the plan alive?
Turn annual priorities into 90-day outcomes, visible measures, meeting rhythms, triage, accountability, and follow-through.
Executing Across the Organization
How will our teams execute together?
Map cross-functional dependencies, clarify shared accountability and decision rights, surface capacity conflicts, and help functional teams execute as one organization.
Correcting Executional Drift
What needs to change before performance suffers?
Recognize drift early, distinguish execution problems from strategy problems, reassess assumptions and capacity, and recalibrate priorities without creating organizational whiplash.
+ NOV
Annual Planning That Drives Execution
What must we accomplish next year—and how will we execute it?
Prepare the team, structure the planning process, establish priorities and measurable outcomes, clarify ownership, and build cross-functional commitment around the year ahead.
Start with one workshop. Add future sessions only when they are timely and useful for your portfolio or community.
Additional presentations + workshop topics
A deeper bench when another execution challenge is more relevant.
The planned series is only one path. We can also draw from the broader Collective Genius body of work to create a real-world session around the execution challenges your portfolio or community is facing now.
Building a Leadership Team That Executes
Create clarity, trust, shared accountability, and commitment to the whole organization—not only individual functions.
Decision-Making at Speed
Clarify decision rights, reduce decision bottlenecks, and move faster without defaulting to unnecessary consensus.
Scaling Without Chaos
Preserve speed, clarity, ownership, and coordination as headcount, functions, and organizational complexity increase.
From Functional Teams to a Team of Teams
Build company-wide execution across dependencies, handoffs, shared priorities, and the places where execution most often breaks between teams.
Creating Accountability Without Bureaucracy
Establish clear ownership, measurable outcomes, visibility, and follow-through without adding unnecessary layers of process.
The Leadership Team Operating System
Design the meetings, metrics, decision processes, issue resolution, and communication rhythms that help the senior team run the organization.
Have another execution challenge in mind? Presentations and workshops can also be developed around recurring needs you are hearing from your portfolio, members, or leadership community.
Why we teach
Useful ideas should reach more leaders.
Collective Genius exists to help organizations execute better. Our deepest learning comes from working alongside CEOs and leadership teams through the moments when growth, complexity, planning, alignment, and change put execution to the test.
Partner Education is how we turn those recurring lessons into real-world frameworks and make them available to broader portfolios, communities, and leadership audiences.
A talk or workshop should be valuable whether or not a participant ever works with Collective Genius again.
Education first. No services pitch. No software demo. The goal is useful ideas leaders can take back to their teams.
Workshop leader
Real-world experience. A body of work behind it.
Jeff James Martin
Founder & CEO, Collective Genius · Author, Peak Teams · Creator, Peak OS
Jeff has spent more than two decades working with founders, CEOs, executives, leadership teams, boards, and investors through the moments when organizational execution matters most.
He has led hundreds of presentations, workshops, planning sessions, and leadership conversations for CEOs, founders, investors, companies, accelerators, and entrepreneurial communities around the world.
His work is centered on a real-world question: how do leaders create the clarity, alignment, ownership, operating rhythm, and adaptability required to execute as complexity increases?
Jeff’s delivery is candid, interactive, grounded in real-world examples, and adapted to the experience level, roles, and needs of the audience.
“I recommend the Peak Operating System™ to anyone doing annual planning at the senior leadership level.”
Nick Kim · Principal, Upfront Ventures
Frequently asked questions
Simple to understand. Easy to offer.
Who are the presentations and workshops designed for?
How much can the session be customized?
What does our team need to manage?
What formats are available?
Do we need to commit to a series?
Is this a sales presentation?
Start with the opportunity
What could Collective Genius add to your next portfolio or community gathering?
Tell us about your portfolio, community, audience, or upcoming event. We will help identify the right topic and shape a presentation, workshop, or interactive session around it.
