Recently I was asked to speak at the Human Resource conference for the State of Tennessee. They wanted four sessions on “How to increase employee engagement.”
Studies continue to show that employee engagement in the workplace remains low- around the 30% range. Low levels of employee engagement have a negative impact on achieving organizational goals, and create a workplace that does not encourage high performance. During this session, we will answer the three key questions of employee engagement: 1) What do we know from evidence-based science? 2) How can I apply that science to increase my personal level of engagement? 3) How can I improve the engagement levels of others? This course introduces a new model based on positive psychology practices, called the AD-FIT%TM model, that you can apply immediately.
This course provides leaders at all levels with an introduction into the science and practice of employee engagement. Any manager or leader with a growth mindset can apply this course content to lead individual, group or organizational change in your business. This content has been distributed to thousands of leaders in governments, private and nonprofit organizations, as well as individuals.
The content of this course is gleaned from thousands of our leadership consulting clients since 1997, and the presenter’s dissertation research on positive psychology.
The goal of this course is to introduce leaders like you to world-class techniques so that you gain competitive advantage.
Learning objectives:
Recognize key variables that influence employee engagement
Discover how to measure employee engagement
Identify how to increase individual employee engagement
Identify how to develop organizational employee engagement
Please contact us for the handout before viewing the video section of this course.
I have been asked to submit 6-8 articles for publication in Professional Safety, the professional journal for the American Society of Safety Engineers.
Here are the published titles from 2014:
1. “Succession Planning 101.” March, 2014. p. 35. PS_Article_SuccessionPlanning_3.2014
Here are 7 examples of new affiliations and movement in the last 13 months:
The Brentwood, TN Rotary Club (a long time Paul Harris fellow) committed to “service above self.”
Member of the Williamson, Inc Chamber of Commerce, in Franklin, TN
The Association of Talent Development (ATD) board member in professional development (2015-15) and membership (2015-16); created a Special Interest Group (SIG) for Consultants and hosted monthly meetings on countless topics since January, 2015
Member of the National Federation of Independent Business (NFIB)
Member of the Nashville Technology Center (NTC); accepted by Launch TN grant funding program to apply for federal grant to the NIH or USDA, using consultants Mark and Catherine Henry, with mentoring from Jim Stefansic PhD, to assess the impact of telemedicine programs in rural disparities
Promoted the TN-HIMSS conference in October, 2015 for healthcare leaders, Chief Technology Officers, Chief Information Officers
Created and hosted monthly meetings on “Talent Analytic Trends” at local businesses, including Rustici Software, the “best technology company in Nashville” and a global leader in SCORM and Watershed, their Learning Record System; those meetings featured leaders and new technologies that are redesigning how we measure talent, careers, and human achievement.
Quite a list for 13 months in a new town.
Back to that coaching question: How are you moving?
Call any time to discuss what is next for you, your leaders, or your business.
Doug Gray, PhD PCC, is an expert Family Wealth Advisor, leadership consultant, champion for Next Gen leaders, and teacher.
Yes, this headshot was AI-generated because his family said he needed to show his grey hair…
Consulting Experience
Doug helps business leaders accelerate their succession planning and legacy goals, with less conflict or confusion.
He says, “We are all concerned about our wealth. We are all in transition. We all struggle with decision making. We all seek advice.”
Doug focuses on the “People Side” of family wealth because his clients deserve both the art of expertise and the science of data. He typically collaborates with multidisciplinary teams of advisors who add financial, legal, and insurance expertise.
In 2024 he developed an AI-assisted performance feedback communication coaching solution at www.JITCoach.com that enables leaders to practice communication skills and reduce conflict or anxiety.
What about you and your loved ones? What do you need next?
Doug knows that leaders need to practice leadership, just as physicians practice medicine and attorneys practice law. Leaders need artful consulting. We need to Practice Leadership. So, where do you start?
He and his teams have a track record of 100% client satisfaction and guaranteed results since 1997 with thousands of clients in multiple business sectors (e.g., manufacturing, finance, retail, technology, pharmaceuticals, healthcare, insurance, investments).
Many are family-owned business leaders, owners and managers.
Doug provides expertise to business leaders during their transitions. Specifically, he assesses individual and team strengths and gaps and recommend behaviors that enable leaders to avoid pain, and to flourish. See his 360 assessment at www.AssessNextGen.com
Why focus on family wealth advising? Doug says, “My parents and family have been critical to all of my success, and to my nuclear family, and families are the lifeblood of positive social change. In every corner of the world. And in every business sector. What could be a more critical focus?”
His recent leadership consulting work has led to: 1) the 360-assessment consulting process described at www.AssessNextGen.com for license and leaders, 2) the customized content and digital solutions described at Family-Wealth-Network.com, 3) his recent books “Legacy Locked” (2025) and “The Success Playbook for Next Gen Family Business Leaders” (2024) (see the list below), and 4) a hybrid coaching solution at www.JITCoach.com that uses both customized AI and expert performance coaches to help leaders develop essential communication skills.
Doug would love the opportunity to learn more about you, your family, your business, your vision, and your challenges. Please schedule a mutually convenient time using this link: https://calendly.com/doug-gray/intro-call
He would say, “Here’s to you, At Your Best.” I help business leaders accelerate their succession planning and legacy goals, with less conflict or confusion. We are all concerned about our wealth. We are all in transition. We all struggle with decision making. We all seek advice. I focus on the “People Side” of family wealth because my clients deserve both the art of expertise and the science of data. I typically collaborate with multidisciplinary teams of advisors who add financial, legal, and insurance expertise. Recently, we have developed an AI-assisted performance feedback communication coaching solution at JITCoach.com that enables leaders to practice communication skills and reduce conflict or anxiety. What about you and your loved ones? What do you need next? We know that leaders need to practice leadership, just as physicians practice medicine and attorneys practice law. Leaders need artful consulting. So, where do you start? We have a track record of 100% client satisfaction and guaranteed results since 1997 with thousands of clients in multiple business sectors (e.g., manufacturing, finance, retail, technology, pharmaceuticals, healthcare, insurance, investments). Many are family-owned business leaders, owners and managers. We provide expertise to business leaders during their transitions. Specifically, we assess individual and team strengths and gaps and recommend behaviors that enable leaders to avoid pain, and to flourish. Why? My parents and family have been critical to all of my success, and to my nuclear family, and families are the lifeblood of positive social change. In every corner of the world. And in every business sector. My recent leadership consulting work has led to: 1) the 360-assessment consulting process described at AssessNextGen.com, 2) the customized content and digital solutions described at Family-Wealth-Network.com, 3) my recent books “Legacy Locked” (2025) and “The Success Playbook for Next Gen Family Business Leaders” (2024), and 4) a hybrid coaching solution at JITCoach.com that uses both customized AI and expert performance coaches to help leaders develop essential communication skills. I would love the opportunity to learn more about you, your family, your business, your vision, and your challenges. Please schedule a mutually convenient time using this link: https://calendly.com/doug-gray/intro-call Here’s to you “At Your Best,” Doug Gray
Top skillsTop skills
360 Assessments • Strategic Consulting • Conflict Management • Family wealth • Leadership Development360 Assessments • Strategic Consulting • Conflict Managment • Family wealth • Leadership Development
Business Consulting • Management Consulting • Change Management • Executive Coaching • Leadership Development • Training • Team Building
A representative list of leadership coaching engagements include:
CFO and 20 leaders in finance and accounting, Fortune 500 energy construction company, who needed to embrace a redesign without losing productivity
team of EVPs tasked with redesigning the IT needs of their F100 healthcare company
MD struggling with burnout who needed confidential consulting (e.g. anonymity from his employer and insurer)
CEO in a technology company recently promoted to replace the founder
President and 18 members of executive leadership team, Fortune 500 energy construction company, who needed to demonstrate alignment within 6 months
SVP and site managers at a nuclear power construction site who needed to increase alignment with business partners and avoid negative media
SVP in functional but de-centralized group who needed to assimilate 20 leaders, using action learning methodology in direct meetings, coaching, and SharePoint to drive accountability
Small business owner of a franchise who needed to fire an employee after 11 years of good service
SVP, global bank, who needed to reorganize a division
VP, global bank, seeking career opportunities
newly hired VP who needed to develop radical transformation of a functional group that required external coaching and team building leadership training using a customized app
Newly promoted director who lacked interpersonal skills to manage 33 people
Founder of an IT company who was not able to develop new business
Business/Organizational Leadership Experience
Doug has been a successful business owner since 1997; he knows the challenges and “what works.” He co-developed the Leadership Development Institute at the University of Maryland, College Park and taught there for 7 years, and he is a former adjunct faculty member at several colleges including NC State University. He directed a non-profit agency in Washington, D.C. for 9 years and grew it 900% while managing 120 people. As a former world-class athlete, Doug knows that the rigor of change requires regular support from experienced consultants, plus a dash of humor.
Education and Training
Doug’s graduate research at Dartmouth College included development of an assessment to determine risk tolerance and risk aversion. That theme of mitigating risk in business and leadership has prevailed in his continued learning from clients and colleagues in the safety, consulting, executive assessment, and leadership development industries. He is certified in the Hogan suite, DISC, Positive Psychology, several 360’s, several EI assessments, and 5 coaching certification programs. Since 2000, Doug has been a Professional Certified Coach (PCC) with the International Coaching Federation.
A perpetual learner, in his 50’s he earned a PhD in Organizational Leadership from the Chicago School of Professional Psychology. His research interests include the effect of positive psychology on business leaders, managers, and executive coaches. His dissertation title is “Positive Psychology Coaching Protocols: Creating Competitive Advantage for Leader Development (2018).
Publications and Appearances
Doug loves to share his expertise as a speaker, facilitator and a writer. As a keynote speaker, he has addressed annual meetings, executive retreats, and nonprofit leaders. As a facilitator, he has partnered with clients to design experientially memorable leadership training solutions that range from boot camps to strategic off-sites to contests using customized mobile apps. As an author, he has frequently been published in journals ranging from Family Firm Institutes’ Practitioner, Family Business.org, to the American Society of Safety Engineer’s Professional Safety to Financial Advisor to dozens of webinars and hundreds of guest blogs. There are 200+ videos of his content on YouTube at https://www.youtube.com/@NextGenerationLeaders
He is a published author of articles on leadership development, AI, family business leadership, succession planning, physician burnout, healthcare, analytics, safety and productivity. Doug has published multiple books:
Legacy Locked (2025). See www.Legacy-Locked.com
The Success Playbook for Next Gen Family Business Leaders (2024)
Objectives and Key Results (OKR) Leadership; How to Apply Silicon Valley’s Secret Sauce to your Career, Team or Organization (2019). See www.OKRLeadership.com
Passionate Action; 5 Steps to Creating Extraordinary Success in Life and Work (2007)
Adventure Coaching; A Guidebook for Action-Based Success in Life and Work (2006)
Doug will not waste any of your time or resources. He expects you to achieve great results. And he always guarantees exceptional value.
Call him now at 704.995.6647 or contact us here or at https://calendly.com/doug-gray/intro-call
For biographies on other Action Learning Associates, Inc leadership consultants and executive coaches, contact us here or review the list of our partners here. We also provide scaled solutions for any-sized organization, anywhere in the world.
There are two types of consultants: 1. those who make money and 2. those who do not make money. To explain in detail, consider the story (perhaps familiar) of Rich Dad and Poor Dad. Then add new titles such as Agile Consultant and Rigid Counselor.
Here is a quick story: Imagine that you have two mentors. One is Rich in material ways, and he regularly provides value to others. He gives implementable solutions, real advice, and teaches others the process of success. He is regarded as an expert in a community of his peers, and he charges a reasonable fee for providing solutions that endure. He explores transformative change using questions. He is agile. His clients and friends regularly call him after hours to exchange ideas. The other dad is Poor in material ways, and may not know why. He charges by the hour and has a transactional view of others. He tries to sell solutions or products. He shifts from project to prospect to possibility with the winds. He rarely trusts others, has few operating agreements or partnerships, and may have material debt. He is rigid in his thinking. He tells others what to do. He may think he is the smartest person in the discussion.
Where are you? Agile Consultant/Rich: 1 2 3 4 5 6 7 8 9 10 Rigid Counselor/Poor:
Tips include:
Provide process and implementable solutions
Provide tremendous value and charge accordingly
Share best-in-class solutions that are practical and actionable
Be a great performer
Learn from the best experts
I have had two coaches for the past 7 years. One was born in another country and we have never met. They both help me be an agile consultant.
I do know the answer for hundreds of other business leaders. Since 1997 I have consulted and coached business leaders in manufacturing, health care, education, HR, safety, technology, finance and accounting. I have guaranteed results for clients ranging from executive teams at F500 companies to small business owners struggling to make ends meet.
I do know the process. I do know what works.
It costs much more money, time, and energy to attract new customers than it does to upsell to existing customers. That is a fact. Expenses vary from 2-7x the cost of upselling an existing customer. Acquisition costs can be reduced when we work together.
You will need to 1) define the problems, 2) provide solutions, 3) model accountability. I call this the 3A Coaching Process.
You are probably struggling with the following challenges:
people challenges
strategy challenges
execution challenges
cash and financial challenges
Typically, I define the problems using organizational and individual assessments. I determine where you are making money. And where you are losing money. I determine how you need to present solutions to your target markets.
Then I provide a host of best-in-class solutions for you to sell more to your potential new customers. They must learn about you. You must provide tremendous value. (This website is an example.) When your prospects receive tremendous value, then they will be inclined to purchase your products and services.
Then we model accountability so that you move beyond good intentions. We want you to sell more services.
We have hundreds of executive consultants and behavioral coaches, with expertise in sales, so we can help you immediately.
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