For every engagement, our work begins with an evidence-based job analysis-the foundation behind every executive assessment and succession plan we deliver. We don’t start by looking for candidates; we start by defining the role with precision. This diagnostic approach ensures every recommendation is grounded in real organizational needs, not intuition. Clients value this process because it works: clearer alignment, smarter hiring decisions, and leadership solutions built for long-term success.
The Leader in Evidence-Based Succession Planning
Welcome to The Synergy Organization
As Synergy’s founder and CEO, I’m proud to guide a nationally recognized leader in evidence-based succession planning, and executive assessments.
For over three decades, our work has focused on helping organizations strengthen leadership continuity through disciplined, evidence-based succession planning. We partner with boards and senior leaders to identify, assess, and develop future leaders well before transitions occur.
Our approach replaces subjective decision-making with objective insight, ensuring leadership readiness aligns with long-term strategy. Through validated assessments, stakeholder engagement, and structured development planning, we help organizations build deep, resilient leadership pipelines to safeguard institutional knowledge and promote sustainable change.
The Synergy Screening System ®
Three-Dimensional Screening
HEAD: What they must know
- Technical expertise
- Formal education
HEART: What they are driven to do
- Motivation
- Values
- Loves
- Passions
FEET: What they have done
- Previous experience
- Demonstrated behaviors
- Communication patterns
Joseph G. Cacchione, MD
“Their proven approach for leadership assessments, coaching and executive development is truly differentiated from anything else I have experienced. The quantitative aspects and structure utilized stands out as Best in Class.”
Client Partners
Watch Margot Hoffman, Ph.D., receive the 2026 Harry S. Hertz Leadership Award
The Synergy Organization, the Award’s Founding Sponsor and Creator, developed the Harry S. Hertz Leadership Award in 2013 in close collaboration with the Baldrige Foundation. This prestigious annual award was created in honor of Harry S. Hertz PhD.
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What’s Missing from This Picture?
I recently attended a panel on emerging trends in Artificial Intelligence (AI) and Predictive Analytics, where experts from leading healthcare providers, think tanks, and consulting firms shared their insights on best practices…