Goal Oriented Leadership

Development (‘GOLD’) ©
“Company of the
year 2021 award
by Fortune India
Magazine”
Table of Contents

• Caerus3 GuruCool 4

• Executive Summary 5

• Our Learning & Development Program 6

• Key Management Team & Advisory Board 25

• Legal Disclaimer 32

• Contact Us 33
• All Trainings are Instructor Lead

• Interactive Sessions

• Case Studies

• Group Mentoring & Reverse Mentoring techniques

• Role Play (with audience) and

• Screening of Videos

Goal Oriented Leadership Development (‘GOLD’) ©

Executive Summary
Sno Courses No. of Hours No. of Sessions Mode Audience
1 Life Coaching 75 25 Class Room Mid Management
2 Fisrt Time Manager 3 1 Class room / Virtual Freshers
3 Influencer 3 1 Class room / Virtual Mid Management
4 SMART Goal Setting 3 1 Class room / Virtual All
5 POSH 4 1 Class room / Virtual All
6 D&IE 4 1 Class room / Virtual All
7 LGBTQ Sensitivty 4 1 Class room / Virtual All
8 Multi Gen Diversity 4 1 Class room / Virtual All
9 Six Sigma & Lean 160 40 Class Room Mid Management
10 I, Every Women 4 1 Class room / Virtual All
11 Executive Coaching 10 10 Individual sessions CXO
12 Time Management 4 1 Class room / Virtual Freshers
13 Effective business Writing 3 1 Class room / Virtual Freshers
14 Giving & Receiving Feedback 3 1 Class room / Virtual Freshers
15 Conflict Management 4 1 Class room / Virtual All
Our Learning & Development Program
Life Coaching Making of a Life Coach is not only helping others, its also helping
yourself. This training is designed to help you understand
for Line yourself better and then help others. Its based on the principle of
Managers “practice what you preach” and “holistic learning”
• This training focusses on Individuals to

➢ Listen more

➢ To empathize (yes that was makes us different)

➢ Self discovery (this sets us apart from others)

➢ To allow people within their ecosystem to

become more aware, improvise and work
towards a better life and society at large

• Post certification it helps people / teams manage their

work-life balance, prioritize their priorities, lead a
better quality life
 First Time Manager
• A practical guide for key elements to manage people at
organization

• The course also focus on Human Capital Agenda Theories

• Communication techniques to build a trust-based

relationship with your team

• How to motivate the team and performance-based rewards

• Timely & Effective Management Decisions

• Organisational Designing

• Leadership Quality
Influencing
• Building Your Base of Power

• Influencing People Without Relying

on Formal Authority

• Developing High‐Quality
Relationships to Enhance Influence
and Power

• Protect Yourself from Unwanted

Influence
Smart Goal Setting
Concept of SMART
• Specific- To answer What, Where, Which & Why

• Measurable- How to track your progress and self reward

• Attainable- How to make goals realistic & possible based

on your current

• Rewarding – How to benefit your achievement with your

goal

• Timebound – Setting Deadlines

 • Let the statement Each one for Equal not just be a
statement; it needs to be followed in letter and spirit. This
Prevention
training aims at creating a workplace that respects all
of Sexual genders and promotes gender neutrality.
Harassment • For us sexual harassment is not only for women but men and
as well
• This training focuses on Line Managers
and involves Cultural changes in the
Organisation in creating an environment
of Diversity , Inclusion and Respect

• It helps individuals understand better

what is “acceptable behavior and what
is not”

• Where to “draw the line”, what “look or

touch is good and what is not”
Diversity, Inclusion &
Equity
• Introduction to Diversity, Inclusion & Equity

• Terminology & Key Concepts

• Managing our Biases

• Managing conflicts : what we perceive,

what we have been taught Vs reality

• Why D&I matters

• Promoting Diversity
LGBTQ Sensitivity
• Introduction to LGBTQ Identity
• Terminology & Key Concepts
• Facts V Myths
• Managing our Biases
• Managing conflicts : what we perceive,
what we have been taught V reality
• Why D&I matters
• Advocacy, Allies and Promoting
Diversity
Organization Culture
Design : Gen X, Y and Z
Bridging the Cultural gap across 3 Generations; this
training focusses on how to bring about

• Cultural adjustments;

• How to understand the viewpoints of the different

generations and

• Reverse Mentoring

• At the end of this course participants would have

identified their conscious and unconscious biases,
got greater understanding of other “generational
issues”
Six Sigma & Lean
• Understanding the Principles, roles and responsibilities of
Six Sigma & Lean

• Six Sigma Fundamentals

• Six Sigma Tools for Define, Measure, Analyze and Control

• Organizational Planning and Development, Team

Management, and Design for Six Sigma

• DMAIC

• Six Sigma Project implementation process

• Process Improvement
Executive Coaching

• For Senior Leaders, we have several

Industry veterans, who are Certified
Executive Coach

• This is a “professional relationship”

between a trained coach and a client
(individual) with the goal to enhance
the client's leadership or management
performance and development
Time Management
• How to create a productive environment

• Plan effectively to achieve your personal and

professional goals

• Recognize and overcome barriers to successful

time management

• Manage resources effectively and efficiently

• Maximize productivity from applications

Effective Business
Writing
• Different business writing genres

• Writing corporate emails

• Writing different types of memos

• Writing executive summaries

• Preparing Reports
Giving and Receiving
Feedbacks

• A detailed guide to unveil your blind spots with

feedbacks

• Creating a growth mindset with feedbacks

• Getting comfortable asking for feedbacks

• Break the bias when providing feedbacks

• How to approach to negative feedbacks

• Evaluating your feedback style

Conflict Management
• Types of conflict

• Conflict Resolution Skills

• Intercultural Communication and

Conflict Resolution

• Conflict Management Project

 You have strived all your Life to be on the Top; you have

I, every Women practiced and preached Each one for Equal and now guess
what its lonely at the top and how do you manage work-
life balance’ assuming you still have Life beyond Work ☺
• This training focusses on Women in Senior
Management roles and helps them understand
their roles in both Personal and Professional lives
and how they can mange the stress; the peer
pressure and more importantly being the Board
Room lone woman wolf in a pack of (chauvinistic)
wolves

• Introspect; Self realization and Goal setting for a

new you that’s the mantra as this Program

• Helps individuals understand themselves better;

allows them to overcome their fears; helps them
identify their Blind Spots and more importantly
 Our Team
Advisory Firm with a difference; set up by like minded professionals who have been on the “other side of the
table”; for `3 decades and have a comprehensive understanding of the Opportunities & challenges faced by
today’s CXO
Prashant Gupta; CEO
“Top 20 Inspiring CEO for 2022 - Entrepreneur Insight Magazine April 2022”

Prashant is a seasoned professional having over 26 years of work experience across Big 4
and BFSI in the field of Consulting, Financial Controllership, Operations, Strategy, Business
Process Transformation, RPA and setting up of Finance functions and Controllership teams.
He has had Global leadership responsibilities and managed teams across multiple locations
in India, US and Europe. Working in diversified multi-cultural teams and being actively
engaged and sponsoring RPA and Business Process Transformation Projects has been his
forte Prashant's last assignment was as Director, Credit Suisse and his prior senior positions
have been at HSBC, Prudential. Lehman Brothers and JP Morgan Chase. Prashant spent a
considerable time working at the Corporate headquarters of GE Capital. He began his career
as a Consultant in the Audit and Business Assurance practice of Arthur Andersen. He is a
qualified Chartered Accountant and certified Green Belt from GE Corporate Quality. Prashant
is a Certified Life Coach and is actively engaged with Rotary Club of Bombay Peninsula(part
of Rotary International) and is named as a Paul Harris Fellow by Rotary Foundation of Rotary
International in appreciation of his commitment towards Rotary values and for fostering
better relations amongst members of Local & International Community
Dhiraj Swarup; Partner
Dhiraj Swarup is an experienced professional having ~20 years of work experience in
Financial Services having worked in Senior positions at Credit Suisse, HSBC, Deutsche Bank,
Lehman Brothers and JP Morgan Chase. He has led Global teams across India, Europe and
US with primary responsibilities being Finance and Middle Office Operations, Business
Process Transformation and Vendor management. Dhiraj has a passion for Excellence in
Service Delivery, over the period of his Corporate life he has managed over 2K team
members, he has streamlined processes, eliminated Non Value-Added Activities and more
importantly has been the face of the team in dealing with Regulators and Operational Risk.
His passion for Assurance has led him to create the Assurance Vertical in the Firm. He is a
firm believer of Enterprise Risk Management and evaluates Controls in an Objective manner
that meet the scrutiny of Regulators, are easy to implement at the ground level thereby not
creating a Cottage Industry of Controls within the Team. Dhiraj has been an entrepreneur for
past COUPLE year, he has been responsible for setting up a F&B Company; Farm to Fork
wherein he has set up a Farm in Northern India with Fine Dining Restaurant in Pune and
Cloud Kitchens in NCR and Mumbai. He has also co-founded a Social Media and Film
Production house based in Mumbai. Dhiraj is a qualified Master’s in Business Administration
in Finance from Pune University.
Advisory Board
Advisory & Assurance Think-Tank

❑ Sangeeta Singh Former HR Head KPMG ❑ Ritu Wason Educationist

❑ Ranjit Anand Former MD Credit Suisse ❑ Kishore Velenkar LGBTQ matters
❑ Rajiv Patkar Former CFO HSBC GSD ❑ Amey Sharma Gen Z and Millennials
❑ Joanna Mankad Former Head of Compliance Credit Suisse
❑ Avishkar M Former Chief People Officer Walmart India
❑ Nitin Sahni CEO Kamdhenu Technologies
❑ Sanjay Kalra Legal &Taxation Luminary

For detailed biographies please log on to https://www.caerus3advisors.com/about.html

Advisory | Assurance | Think-Tank

Joanna Mankad
Member Advisory Board Former Head of Compliance, Credit Suisse
Joanna, a Certified Independent Director, serves as an advisor to boards and senior
corporate leadership in the areas of risk, compliance and governance.

She brings over two decades of experience as a senior professional across Banking,
Shipping and IT with global organizations like Credit-Suisse Maersk Line, P&O
Nedlloyd IT Services and Nihilent Technologies.

Joanna is a subject matter expert for Universities and Start-ups on Corporate

Governance systems, processes and legalities, Compliance framework and structures,
Management of IT and Regulatory Risk and General Data Protection Regulation
(GDPR)

She holds a Master of Business Administration from the Leeds University Business
School and is a recipient of the ‘MAHA-INTRAPRENEUR AWARD 2014’, instituted by
Symbiosis International University Pune with Praj Industries in recognition of
exemplary entrepreneurial spirit shown within an organization

An excellent orator, Joanna has been invited as an expert speaker by several forums
like NASSCOM, NHRDN and UBS Forums and has been a Keynote Speaker at the
International Data Transfers & Compliance Summit (IDTC) 2020.
Avishkar Mehrotra
Member Advisory Board Former Chief People Officer, Walmart India

Avishkar is the founder of Neo Navigate, and an executive, entrepreneur &

career coach with around 25 years of extensive leadership experience. He is an
alumnus of Harvard Business School, and is on the Advisory Board of Startups.
He is a certified Walmart Executive Coach, Certified Professional Behavioral
Analyst and GE Six Sigma Black Belt

Avishkar has been a global business executive with companies like Walmart
Inc., General Electric, GENPACT and NIIT Technologies. At Walmart he was the
Senior Vice President & Chief People Officer for the India business. He held
multiple leadership roles at GE & Genpact spanning from Technology, Six Sigma,
Operations to Human Resources

He has coached leaders on the future leadership traits to build clarity, grit,
operate in an environment of distributed workforce & authority. Supported
leaders to sustain positive energy through this navigation. He has helped them
in incorporating diversity of thoughts, inclusivity and collaboration as critical
success factors in their development plan
Kishore Velenkar
Member Advisory Board

Kishore is a graduate from Sydenham, Mumbai and did his Post

Graduation from Xaviers, Mumbai. He is a seasoned HR professional
with nearly 30 years of work-experience across various corporates like
Tech Mahindra, Integreon & You Telecom where he held senior
leadership positions

His key areas of expertise are

❑ Organization Culture & Design

❑ Sensitivity training for Pride and DE&I Agenda

❑ Talent Search for Diversity Candidates

Out & Proud

 Legal Disclaimer
This Document has been produced by Caerus3 Advisors & Think Tank and/or its affiliates (hereafter “Caerus3”; line of Business of PraRit Advisory
Entertainment Private Limited) in collaboration with external Industry Subject Matter Experts and Professionals; where required on a need basis

The information presented : namely numbers, data analytics, analysis and views expressed herein are based on Research undertaken in Public domain (both
Digital and Non-digital)and information provided by our Client(s), potential Client and their affiliates; they are derived from sources believed to be reliable.
Caerus3 Advisors provides no guarantee regarding the accuracy of the content and completeness of the information and do not accept liability for any loss
arising from its use. To the extent this Document contains statements about future performance, such statements are forward looking and subject to several
risks and uncertainties; simulations and forecasts are not a reliable indication of future performance

Nothing in this Document constitutes Legal, Finance or Tax any form of Advice; this Document is provided for information only This Document does not
constitute an offer or an invitation by or on behalf of Caerus3 to any person to make any Financial or Business decision; individual judgement and discretion is
advised. The Document is location agnostic and hence does not necessarily represent compliance with any local Laws, Statutory or Regulatory requirements

The information provided is subject to change at any time without notice and without obligation on Caerus3 or the authors to update

The information provided herein is for the exclusive use of the recipient and is intended only for the person to whom it is issued by Caerus3 Advisors & Think
Tank. It is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under local laws

This Document is under the Intellectual Property Rights of Caerus3; It may not be reproduced either in whole, or in part, in any form; any further publication,
distribution including dissemination of content in any form digitally, electronically or physically is expressly forbidden without our written permission

For further information or clarifications if any, feel free to reach us at info@caerus3adviosrs.com

For Further information, please feel free to reach out to

info@caerus3advisors.com

www.caerus3advisors.com

Follow us on

All Rights Reserved Mumbai | New Delhi | Pune