The Penny Hoarder

Executive Coaching

Sonas Home Health Care

Executive Coaching

Shorecrest Preparatory School

Executive Team Development

B2 Communications

Team Growth and Development

Bayada Home Health

Executive Team Development

United Healthcare, Central/North Florida

Succession Planning

The Situation

Patrick Daly, former Southeast director of Bayada Home Health, brought in the MPetty Group to assess his directors across their markets and identify areas of development for each. This included himself, anticipating his readiness for the next challenge. “Do I have a potential successor on the team?”

The Approach

No immediate candidates emerged, but possibilities for future promotions informed individual development plans. However, the Hartman profiles provided corporate a valuable roadmap to identify the successor.

The Result

Daly is now CEO at Sonas Home Health, an expanding home healthcare company, where he puts high value on the capacity of The MPetty Group and the Hartman.

The Hartman assessment allows for an exceptional experience into quantifying, measuring and deciphering what I once perceived as subjectivity.
Patrick Daly
Former SE Division Director
Bayada Home Health
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