INTERNAL REVIEW · v0.1 draft · Positioning preview for the Leadr team. Not for public release.
CONTINUOUS PERFORMANCE MANAGEMENT · 2026

Give every manager a coaching system. Not just a review cycle.

The operating system every manager actually uses. Reviews, 1:1s, objectives, and 9-Box in one record.

Trusted by 1,000+ organizations
Patrick Tucker
Patrick Tucker
Operations Manager
Birthday is this Saturday Hired on October 5th 2022
Review Job Description
Team Members 3 direct reports shown
Riley Adams
Riley Adams
Senior Operations Lead
3 on track · 1 attention
4 success factors
Step up into tech-lead responsibilities on the platform team.
Last 1:1: Apr 21
Next 1:1: May 5
Jules Cole
Jules Cole
Operations Coordinator
1 on track · 1 attention · 1 at risk
3 success factors
Build consistency and follow-through on commitments.
Last 1:1: Apr 10
Next 1:1: not scheduled
Noah Park
Noah Park
Team Lead
4 on track
4 success factors
Grow into a staff-level technical generalist.
Last 1:1: Apr 22
Next 1:1: May 6

Your organization runs in real time. Reviews run once a year. That mismatch kills alignment.

95%
of employees can't articulate their company's strategy. The picture stops at the C-suite.
Kaplan & Norton, HBR
67%
of well-formed strategies fail. Not in the boardroom. In the layers underneath it.
Carucci, HBR
58%
faster revenue growth in highly aligned companies. Across 410 companies, 8 industries.
LSA Global, Organizational Alignment Research
You already have the data. You need the system.
Stop running disconnected reviews in your HRIS.

The shift isn't more reviews.
It's a different operating model.

Same year. Same team. Different operating system.

Annual snapshot
One review. End of year. Already stale. By the time anyone hears, it's three quarters late.
JanFebMarAprMayJunJulAugSepOctNovDec
Continuous intelligence
Goals tracked. Meetings logged. Feedback captured. Every week. The signal arrives in time to act.
JanFebMarAprMayJunJulAugSepOctNovDec

"Issues that used to escalate now get solved peer-to-peer. That's the shift."

Leadership Development Lead · Financial Services

Built for the leaders carrying the load.

CHRO & VP People

"I can't tell you which managers are thriving. I'm running a people strategy on gut feel."

WHAT CHANGES

Real-time visibility into reviews, succession bench, and meeting quality. Alignment, not gut feel. The data your executive team is already asking for.

Head of Talent & People Operations

"My tools don't talk. My processes don't survive a quarter. I'm taping together a system every Friday."

WHAT CHANGES

One operating system. Reviews, talent calibration, meetings, objectives. Connected by design. No spreadsheet.

CEO & COO

"My strategy deck never makes it past the C-suite. I find out about misses three quarters late."

WHAT CHANGES

Same picture, boardroom to break room, every Monday. Misses surface in week 1, not quarter 4.

A living record for every layer of the organization.

Import a review. Run a meeting. AI reads the signal. Next review, the work is already in the system.

01

Performance Reviews

Cycles that close on time. Guided prompts. No more HR chasing forms past the deadline.

Who delivered. Who didn't. What changes this cycle.
02

9-Box Assessments

Performance and potential on one scale, every team. Your succession bench, visible all year.

Who's ready for more. Who has no backup.
03

Meeting Intelligence

Every meeting gets read. Style snapshots and competency scoring show where the conversation aligned. Where it drifted.

Where conversations align. Where they drift.
04

Objectives

Goals show up in the meeting agenda. The conversation carries them. No spreadsheet to bury them.

Who's on track. Who's quietly falling behind.
+60%
cross-functional collaboration
When the picture is shared end-to-end, span of control nearly tripled. Senior leaders reclaimed 13.2 hours per week.
Source: Civil engineering firm & Leadr Impact Survey
92%
prefer Leadr over their previous HRIS reviews. 90%+ review completion. They replaced it completely.
Customer · Utilities
Zero
review surprises after one year of structured 1:1s. The whole CPM pitch in one sentence.
Customer · Architecture
Years ago
"Had we employed the 9-box review, we would have made that decision a long time ago."
Customer · Talent calibration
See How It Works →
45,000+ leaders run their week on Leadr.
Trusted by Mohawk, Stanford Lucile Packard, Mazzella, LBX Link-Belt, Modera Wealth, 10000 Degrees, and more
Exclusive to Enterprise tier

The only platform Patrick Lencioni and The Table Group put their name on.

"For years we've wanted to put technology around our organizational health framework. We finally created the solution with Leadr."

Explore Leadr & The Table Group →
PATRICK LENCIONI
Founder, The Table Group
Best-Selling Author of Five Dysfunctions of a Team
Trusted by leaders. Validated by your standards.
G2 High Performer Spring 2025 — Small Business G2 Users Love Us G2 High Performer Spring 2025
AICPA SOC 2 Type II Prescient Assurance — Leadr's SOC 2 auditor
SOC 2 Type II audited by Prescient Assurance. Full audit report available on request.
SOFTWARE OVERVIEW

The operating system for continuous performance.

Four connected modules. One picture of how your team is performing, what is blocking them, and where they need you next.

Leadr platform overview: meeting interface, objectives tracking, and manager profile
Performance Reviews

Reviews that close on time. Feed the bigger picture.

Structured cycles. Real-time completion tracking. Guided prompts that pull from real 1:1 history, not the end-of-cycle scramble.

  • Cycle templates that fit how your org actually runs
  • Manager prompts based on the meeting record, not a blank box
  • 9-Box and talent calibration ready out of the box
  • Trend data that survives the cycle close
Leadr review and objectives dashboard
Leadr meeting interface with objectives and agenda
Meeting Intelligence

Every meeting feeds the same picture.

Shared agendas. AI notetaker. Action items that follow through. The conversations your team is already having now build the data trail your reviews depend on.

  • Shared 1:1 and team meeting agendas
  • AI notetaker captures decisions and next steps
  • Action items roll forward, not into a doc graveyard
  • Blindspot signal surfaces to the manager dashboard
9-Box Assessments

Talent calibration on one consistent scale.

Performance and potential, in one view, on a calibrated scale your leadership team already trusts. The conversation about who is next stops being a guessing game.

  • Visual 9-Box mapped to your competency framework
  • Calibration sessions with shared scoring rubric
  • High-potential flags surfaced to the leadership dashboard
  • Succession scenarios you can actually defend
Leadr insights and 9-Box assessment view
Leadr AI engine and objectives view on laptop
Objectives

Goals that do not disappear after the kickoff.

Strategy linked to team objectives linked to the meetings where the work actually happens. Every layer of the org rolling up to the same picture.

  • Strategic objectives that cascade to teams
  • On-track, at-risk, behind status visible in real time
  • Tied to 1:1 conversations, not a dead Q1 spreadsheet
  • Executive heat map shows where alignment is slipping

See it running in your org.

30-minute walkthrough. Built around your team structure, your review cadence, and the data you already have.

Get a Demo
PRICING & ROLLOUT

Three doors in. Two weeks to live.

Priced per leader. Built in tiers. First review cycle live in two weeks — not two quarters.

Three doors in.
One operating system.

Three tiers. Non-leaders always free.

REVIEWS & TALENT
Foundations
For organizations starting with reviews and visibility.
  • Performance Reviews
  • 9-Box Assessments
  • Real-time completion tracking
  • Admin visibility dashboard
Most Popular
THE OPERATING SYSTEM
Leadr
Everything in Foundations, plus the alignment engine.
  • AI Meeting Intelligence: scoring, style snapshot, competency tracking
  • Objectives surfaced in every meeting
  • Manager competency scores and coaching nudges
LEADERSHIP DEVELOPMENT PARTNER
Enterprise
Everything in Leadr, plus leadership training.
  • Lencioni-built content (exclusive to this tier)
  • 36 live training modules across 3 competencies
  • Benchmarking vs 3M+ meetings and 250K+ reviews
  • Quarterly executive business reviews
SSO integrated · SOC 2 compliant · No setup fees · Talk to our team for a tailored quote.
Get a Demo
PATH TO VALUE
First review cycle live in 2 weeks.
Days 1 to 3
Provisioning ready.
SSO and admin access live in under a week. Your IT lead and Customer Success Manager align in one working session.
Days 4 to 9
Cycle build complete.
One round of edits with our team. Your existing process, configured. Bring your current rubric to compress further.
Days 10 to 14
Cycle launches.
Admin training, then go live. Real-time completion tracking from day one. User training delivered as recordings to keep pace.
Two people from Leadr drive the rollout. Additional admin and manager trainings scheduled so your team has everything they need to win.
Get a Demo

One picture. Top to bottom.

Real customer voice, sorted by industry. Click your vertical.

FEATURED CUSTOMER · COMMERCIAL CONSTRUCTION
+60%
improvement in cross-functional collaboration.
4 to 12
Direct reports per leader, span of control nearly tripled.
13.2 hrs
Per leader per week reclaimed from misalignment.
Read the Story →

"Noticeable increase in lower-level managers speaking up and contributing to problem-solving, with more accountability across every level. Off-topic discussions in meetings down 70%."

Senior Leader
Commercial Construction
Source: Leadr Customer Impact Survey, October 2025

Financial Services

4 stories
MORTGAGE SERVICING
Mortgage Servicing
"70% of our budget is spent on people, so our managers should be spending 70% of their time with their people. We need our leaders to lead effectively, and your tool is an enabler."
Marion
CEO
FINTECH
FinTech
"Leadr has become a critical tool for helping our managers grow, and more importantly, for creating space for the hard, honest conversations we need to have."
Executive Team
FinTech / Financial Services
WEALTH MANAGEMENT
Wealth Management
"We're really happy with this. People love to complain, and I haven't heard a single complaint. I've actually heard some good things. That's always a great sign, especially when we're asking people to spend time on something new."
Laurie
CPO
FINANCIAL ADVISORY
Financial Services
"Issues that used to escalate now get solved peer-to-peer. That's the shift."
Leadership Development Lead
Financial Services

Manufacturing & Industrial

5 stories
MANUFACTURING & DISTRIBUTION
Manufacturing & Distribution
"Now we actually know if managers are having the 1:1s we expect them to have, and I go through and review goals across the company frequently to see where we're at."
CEO
Manufacturing & Distribution
FLOORING MANUFACTURING
Manufacturing
"It's not a people problem. It's a clarity gap, and we finally have a way to close it."
Regional Vice President
Manufacturing
AEROSPACE MANUFACTURING
Aerospace Manufacturing
"We trust the Leadr team implicitly with our coaching and development. For our intents and purposes, treat them as a part of the family."
David
President & CEO
HEAVY EQUIPMENT
Heavy Equipment
"We've tried to do a company-wide rollout of the org health framework twice and failed. It's different now because we have Leadr to actually help us achieve disciplines 3 and 4."
Eric
President & CEO
FOUNDRY / MANUFACTURING
Foundry / Manufacturing
"Problems are people problems. Whether it's volunteers or welders, it's all the same. That's why this training matters."
Mark
President

Medical & Healthcare

4 stories
PEDIATRIC HEALTHCARE
Pediatric Healthcare
"Nothing else has gotten our team this aligned, this fast. We chose Leadr because nothing else would meet us where we already were. It's already proving its weight right out of the gates."
KP
Head of Talent
COMMUNITY HEALTHCARE
Community Healthcare
"Over the past nine months, Leadr has helped me look at how I lead and show up. I want us to do all our performance reviews exclusively in Leadr next year, and to make this our organization-wide tool."
Mike
Executive Leader
HEALTHCARE SERVICES
Healthcare
"It lines up with everything we're already doing internally. Same direction, same picture."
Regional Director
Healthcare
DISABILITY SERVICES
Healthcare / Disability Services
"You would think after all these years of being in management I would know these things, but actually putting it into action and having a space to practice has made a huge difference for me."
Beth
Sr. Director of Finance

Nonprofits & Mission-Driven

4 stories
NONPROFIT EDUCATION
Nonprofit Education
"I can't tell you the impact that Leadr has already had on our organization. I have pretty high expectations, and you guys have exceeded every one of them."
Korey
CPO
SPORTS NONPROFIT
Sports Nonprofit
"Leadr has really helped us align with our EOS/Traction framework and strengthen manager-employee relationships. It's become a key part of how we lead our teams."
Lindsay
Director of Operations
K-12 EDUCATION (UK)
K-12 Education (UK)
"Tacticals are going really well. How the objectives tie in to the meetings is really, really good. Very user-friendly and requires very minimal excess clicks."
Ashley
School Leader
FAITH / NONPROFIT
Faith / Nonprofit
"1:1s are the most transformative part of our culture at New Life. Manager engagement went from 46% monthly active to 77% weekly active."
Lead Pastor
Faith Community

Professional Services

3 stories
BUSINESS SERVICES
Business Services
"Leadr gives me and the leadership team structure. Our action items don't disappear unless I make them disappear. Leadr is the source of truth for us."
John
President
ARCHITECTURE
Architecture
"There haven't been surprises. What surfaces in reviews lines up with what we already expected, because we've all been working from the same picture."
Bob
Principal
ENGINEERING SERVICES
Engineering Services
"I added the notetaker to one of our business meetings and the recap was remarkable. I asked my team to add it to every 30, 60, and 90 day review we conduct. It will help us be more thorough."
Brian
VP of People & Culture

Construction & Field

3 stories
COMMERCIAL CONSTRUCTION · +60% ALIGNMENT
Commercial Construction · Hero Stat
"Noticeable increase in lower-level managers speaking up and contributing to problem solving by taking more accountability. Reduced off-topic discussions in meetings by 70%."
Senior Leader
+60% cross-functional collaboration · Span of control 4-5 → up to 12
FIELD SERVICES
Field Services
"Recognizing patterns like the 'misery triangle' has been eye-opening. It's helped me personally and professionally see that being a teddy bear is okay, but it's also okay to be firm when needed."
Bobby
Project Coordinator
UTILITIES CO-OP
Utilities Co-op
"Leadr has helped us prioritize employee engagement through change and succession management."
HR Leadership
Utilities Co-op

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