We are committed that our time together delivers the greatest impact possible. Therefore, we are requesting some advance preparation on your part to ensure that your investment of time, energy, intellectual effort and the organization’s money yields great returns for all concerned. Below are essential assignments that we request you complete prior to your session.


Please read this preparation letter carefully, as it contains all the information you will need to know. The preparation you do ahead of our session will make all the difference and determine the speed at which we can operate.


Here you will be able to find a daily schedule for your upcoming Legacy session.  It indicates start/break/end times for your planning. Please be sure to check back right before your session as we will update this periodically.


***Before doing anything else, please take the time to sign this confidentiality agreement. *** Legacy’s work is proprietary and we must ensure that the materials remain confidential. Thank you for your partnership.

The New IT

* Please make sure you sign the confidentiality agreement above before you read this ebookThe New IT is a private publication. *Please note, the book is available in French here & Spanish here.


Please fill out our questionnaire before your scheduled innerview date. The purpose is to provide a platform for you to discuss the facts or as we call it the “what’s so” and “what you see possible”.


This 13-minute video explains Legacy’s methodology and approach. It provides an overview of what to expect in your session and allows you to begin to appreciate the arena in which we will be working.


Please read, “Integrity”, an Interview of Michael Jensen by Karen Christensen, so you begin to discover for yourself what we mean by “integrity”. It has multiple dimensions, as you will see, and is about being one’s word.


Please take a moment to read about what we call Breakthrough. In this document, we will distinguish what it is exactly, as we intend it to be understood, so it is clear and present for all when used in our session.

Work Tribes

If time allows, we highly encourage you to read “Tribal Leadership” here by Dave Logan or listen to the audio book here or read the article on the book, The Five Stages of Workplace Tribes here, on leadership.


Please read this document entitled, “The Fall and Rise of Strategic Planning” by Henry Mintzberg. A Harvard Business Review article that makes the distinction between strategic planning and strategic thinking, among other interesting insights.


© 2023 Legacy Transformational Consulting, Inc.