Strategic & Tactical Planning

A Strategic Plan keeps your business operations organized and makes it easy for everyone to see what is going on. Clients find it indispensable in communicating short- and long-term goals, mission, vision and values. A Tactical Plan is aligned to the Strategic Plan and documents the timeline and tasks to be done.

Organizational Structure

As your company evolves it is critical that you understand not only the chain of command but also the way the work gets done. We will help you design an organizational chart that improves team performance and collaboration.

Project Management

We help you break down complex projects, making them more manageable and help to keep your project on track.

Implementation Support / Change Management

Our unbiased view helps your team move through change by identifying and overcoming barriers during the implementation phase of your project.

Succession Planning

Throughout the succession planning process, our team helps you achieve the goals of knowledge transfer, retention of high performers, opportunities to promote from within, and emergency preparedness.

Individual and Team Performance Coaching

Through one-on-one coaching, and/or discussion among teams, we work alongside leaders, managers, and HR professionals to identify and address communication problems, difficult behaviors, problematic situations and personality issues.

Training / Education Workshops

We provide a variety of workshops and presentations to help educate and strengthen the skills and abilities of your leaders and teams.

Orientation / Onboarding Programs

Our experienced team will work with you to update or create any documents related to New Employee Orientation and Training schedules.

Peer Learning / Group Coaching

Through a combination of in-person and video conference sessions among your peers, this guided program focuses on goal setting (personal & professional), skill-building, and accountability.

Leadership Development

Turn your high performers into leaders with our customized coaching in time management, dealing with difficult and complex situations, decision making, communication, and other leadership skills.

"Ask The Coach" Program

Conducted via video conference or phone, participants present their pressing questions so that the coach can provide tips, tricks, support, and guidance for quick implementation.

Process, Procedure, and Training Documentation

We work with subject matter experts to map workflows, create infographics, guides and other materials to support training and performance measurement.

Continuous Improvement & Lean Practices

We work with our clients monitoring and course correcting when roadblocks/workplace issues affect implementation.

Individual and Team Work Session Program

For an individual or group, it allows the most flexibility to better respond to real-time shifts/changes that happen at work or in life. The approach accommodates the time needed to take action, debrief, refine, and course correct in between each work session(s) at a deeper level.

Expected Outcomes


Minimized amount of resources (labor, consultant fees, purchases, etc.) used because roadblocks were identified before applying solutions.


Reduce wasted time and increase productivity by identifying and clarifying roles, expectations, and established priorities & timelines.


Increase ‘buy-in’ from those who are affected by tasks or goals, grow a culture of engaged & happy employees, and gain satisfied customers and an improved bottom line.


Empowering leaders to quickly assess operational and strategic challenges, course correct, adjust timelines while maneuvering through personality differences, stressful situations, and increase time working on the essential core business functions.

Complimentary Conversation

Reaching a goal is a journey, and Success Trek is here to take that journey alongside you. Whether we are helping you develop a strategic plan, facilitating a skills workshop, or writing a procedure guide, we will guide you through obstacles and challenges with the tools and support for success. The process starts with a 30-minute Complimentary Conversation.

What Our Clients Say About Us

Thank you so much! I know that it takes a lot of behind the scenes work to make these staff retreats run smoothly. Please know that we are grateful. Theresa, I was fascinated watching your ability to extract information while also making everyone feel validated and encouraged. That’s an art and you’re a pro! Thank you so much.

Amber Hensell
Frontline Foundations Inc

Thanks – Love your attitude

Amber Hensell-Hicks
Frontline Foundations Inc

It’s great to call a timeout in your busy life to see where you are at now and where you want to go next.

Alexander Saltanovitz
Met Life Financial Services

I expanded my mailing areas and with that I was like, ‘How am I going to manage?’ Theresa helped me put systems into place on how to maximize my assistant to be more of a support, to get more done and be more efficient. Theresa took a birds-eye view operationally of my business and helped me put some things into place. I had several ‘a-ha’ moments.

Beckie Guffin
Direct Mail Advantage

I love the learning of optimizing your web traffic thru powerful keywords that inspire actions and emotions.

Amber Jung
Harrah's Entertainment

Fast Pace. Clear Examples. Good Content and Activities to test/practice skills.

Annette Corbett
Long Beach Country Club

As a professional stretched in many directions, I would recommend this workshop to my clients and colleagues. It helped me to focus on ways to do my job better to become more effective and efficient.

Brenda Scott Henry
Rural and Urban Consulting

What an eye-opener! Although I was aware of the things I needed to work on, this pushed me to confront them directly and take active steps toward completing my goals. Thanks for the support and encouragement.

Aundrea Hoffman
Morse and Company

High energy, driven, intuitive.

Bob Wanek
Valparaiso YMCA

The Success Trek model is dynamic. The CEO is quick to shift align bases on the synergy of the participants. This yields itself to a champion outcome!

Alexius Barber
Mental Health America of Lake County, Board of Directors

I think a few were skeptical coming into this program as to the point. Very good at keeping us organized and guiding the program.

Aaron McDermott
Latitude Commercial Real Estate

Just knowing you are there has helped a great deal. Your voice gives me strength. All is good.

Barb Tracy
Marilyn's Bakery

I think the workshop was very helpful in eliciting and making my personal and business goals specific and measurable.

Anna Rominger
IU Northwest

The workshop was a great use of my day. I have received very useful tools in setting and achieving business and personal goals. I am excited to see where I am with the information I received in 90 days.

Anne Van Keppel
Valparaiso University

Theresa makes you focus on what you want and how you are going to get it. It sounds so simple, and at first I was skeptical of coaching. I’m not a touchy-feely person. The first workshop was a powerful learning experience for me. It opened my eyes to how much I was distracted from my goals and priorities by the everyday fires that ignited my desk. Now, I’m finding ways to keep the fires to a minimum and concentrate on the activities that will be most beneficial to my performance.

Andrea Proulx-Buinicki
Opportunity Enterprises
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