David Lewis, the recently retired CEO of UnitedHealthcare, Central/North Florida, engaged The MPetty Group to develop a plan to identify his successor, and the next career steps for his executive team.

Several possible successors for the CEO were identified based upon their Hartman profiles when benchmarked against the CEO’s profile. Additionally, readiness and stage of career informed the plan.

"When the day came, this important work had not only prepared the organization for a smooth transition, but other executives were also ready for their next steps as well. The process also produced an “ah-ha” moment, identifying a “rock star” whose career prospects might have been marginalized."