Inbo Retreats

Leading with Emotional Intelligence: Building Core Leadership Capacity

"Throughout the training, the facilitator was incredibly helpful, providing thoughtful insights and practical tools to enhance our leadership skills. Their expertise and genuine enthusiasm for the topic inspired me to embrace emotional intelligence as a core part of my leadership approach. This training has truly been a game-changer for our team, and I am grateful for the opportunity to have participated."

— Rhiann Mackenzie, Manager, Enterprise Solutions

The Client

ESRI, a global leader in geographic information systems and location intelligence, is known for its innovative technology and collaborative workplace culture. As part of its ongoing commitment to leadership development, ESRI sought to deepen emotional intelligence skills among its managers and leaders, strengthening their ability to navigate complexity, build trust, and lead with empathy in a rapidly evolving business landscape.

The Challenge

Elevating Leadership Through Emotional Intelligence

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As ESRI’s teams grew and evolved, the organization recognized that technical expertise alone was no longer enough for effective leadership. Leaders needed to strengthen their emotional intelligence (EI), the capacity to understand and manage emotions, build authentic relationships, and respond skillfully to challenges. The goal was to help leaders:

Increase self-awareness and emotional regulation
Build stronger, trust-based relationships
Lead teams with empathy and presence
Respond to uncertainty with creativity and courage
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The Inbo Approach

Assessment, Coaching, and Transformative Learning

We designed a multi-stage leadership development experience anchored in the EQ-i 2.0 model, a scientifically validated framework for measuring and developing emotional intelligence.

Our approach integrated:

Individual EQ-i Assessments: Each leader completed a comprehensive emotional intelligence self-assessment, providing deep insight into their strengths and areas for growth.

1:1 Coaching and Goal Setting: We conducted individual debrief coaching sessions with every participant to explore their results, clarify leadership goals, and co-create development plans.

Experiential Training Workshop: Through the Leading with Emotional Intelligence workshop, participants engaged in interactive activities, discussions, and reflection practices designed to bring EI concepts to life.

Topics included:

  • Understanding the five EQ-i composite areas: self-perception, self-expression, interpersonal skills, decision-making, and stress management
  • Using emotions as data and expanding emotional vocabulary
  • Developing empathy and perspective-taking skills
  • Making conscious choices under stress and navigating uncertainty with creative courage

Ongoing Reflection and Accountability: Participants were organized into small accountability trios to support continued practice and share progress on their EI development goals beyond the session.

The Results

Transforming Leadership from the Inside Out

The program had a transformative impact on both individual leaders and the broader team culture. Participants reported increased self-awareness, improved communication, and a deeper ability to lead with empathy and intentionality. They gained practical tools to manage emotional triggers, strengthen relationships, and navigate uncertainty, skills that immediately translated into stronger team dynamics and more resilient leadership.

Emotional intelligence became not just a leadership skill, but a shared language and lens across the team, shaping how leaders show up, connect, and lead with heart.

Why It Worked

The success of this program lay in its integrated design, combining the depth of individual assessment and coaching with the power of experiential group learning. By grounding leadership growth in self-awareness and emotional intelligence, the program created meaningful, sustained shifts in how leaders think, feel, and act. The combination of science-backed tools, tailored facilitation, and real-world application ensured the learning was not just inspiring, but deeply impactful.

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Two Days to a Values-Driven Culture : The Trevor Project Culture Canvas Retreat

The Client

The Trevor Project is the world’s largest suicide prevention and mental health organization for LGBTQ young people. With over 25 years of service, their work is critical, heart-driven, and often high-intensity. In 2023, The Trevor Project’s Clinical Operations team was navigating growth, transitions, and shifting leadership, and needed to strengthen alignment around culture, vision, and success.

The Challenge

Creating Cohesion Across a Growing, Evolving Team. The Clinical Operations department spans eight diverse sub-teams. With new leaders, shifting team dynamics, and evolving service delivery needs, the organization identified a gap: they needed a stronger sense of shared culture and purpose. Their goals were to :

  • Rebuild trust after a period of change and rapid growth.
  • Define what success looks like across roles and teams.
  • Establish values-aligned ways of working, from meetings and decisions to communication & accountability.
  • Spark ownership, clarity, and connection across the vertical.

The Inbo Approach

Three Days of Intentional Design, Dialogue & Alignment Inbo partnered with The Trevor Project to design and facilitate a 3-day in-person retreat in New York City for 35–40 members of the Clinical Operations leadership team. Our approach was trauma-informed, equity-centered, and highly participatory. Each day was designed to build on the last, combining strategic design with deep listening and hands-on co-creation:

Day 1 – Grounding & Trust-Building

  • Opened with relationship-building and leadership storytelling.
  • Explored foundations of trauma-informed leadership practices.
  • Created a safe and connected space to surface honest dialogue.

Day 2 – Culture & Values in Action

  • Facilitated the co-creation of a Culture Canvas focused on team norms, feedback, communication, rituals, and psychological safety.
  • Connected organizational values to the daily work of Clinical Operations.
  • Clarified how leadership values show up across roles and functions.

Day 3 – Alignment on Strategy and Success

  • Defined vertical-level priorities and measurable success outcomes.
  • Aligned on service and quality standards across sub-teams.
  • Closed with a collaborative synthesis of key ideas and themes to be shared across the organization.

Throughout, we created feedback loops with leadership to support post-retreat integration.

The Results

A Shared Language for Culture, Clarity, and Forward Momentum. A Custom Culture Canvas : Developed and co-owned by the Clinical Operations team, capturing shared commitments around meetings, decisions, communication, values, feedback, and psychological safety.

Renewed Trust & Engagement : Leaders voiced greater clarity, accountability, and openness, setting the foundation for stronger collaboration.

Clearer Strategic Direction : Teams aligned on KPIs, service standards, and cross-functional collaboration to drive outcomes

Sustainable Momentum : A summarized and synthesized version of the Culture Canvas was prepared for broader team rollout, supporting implementation, reflection, and continuous iteration

Why It Worked

Inbo met the Trevor Project where they were: in a moment of flux and transformation. Our facilitation grounded people in care and possibility, while our design methods moved them toward clarity and action. The retreat became a launchpad for cultural renewal, built on purpose, not perfection.

“ Inbo’s deep expertise in facilitation and design thinking enabled us to have productive and impactful sessions. ”

— Stephen Menon, Chief of Clinical Operations