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

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.

The Approach

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.

The Result

"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."

Engagement with the MPetty Group enabled us to gain deeper insights into the characteristics of our leadership team.
David Lewis
Former Market CEO
United Healthcare, CNF
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