Ivy Planning Group

Name

Ivy Planning Group

Legal name

Ivy Planning Group LLC

Website

https://ivyplanninggroup.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Professional and Management Development Training (61143), Business Schools and Computer and Management Training (6114), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Strategy, Consulting & General Management Institutes (EDAHAHAI)

akta.pro secondary industry

Human Resources, Organizational Behavior & Leadership Institutes (EDAHAHAG)

Keywords

• Management consulting
• Leadership development
• Executive coaching
• Diversity consulting
• Organizational change management

Headquarters

HQ city

Bethesda

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services (Consulting, Training, Coaching): Core revenue stream from management consulting, training programs, leadership development, change management, and executive coaching services delivered to enterprise and government clients. Services are customized to each client's industry, culture, and business goals.
2. Product Sales: Revenue from selling proprietary products including the MicroTriggers book (paperback and eBook formats at $34.95), online training courses ($195/seat), and instructor-led workshop delivery ($5,500 per session). Products leverage the company's proprietary MicroTriggers methodology.
3. Government Contracts: Revenue from federal government agencies through GSA Schedule contract (GS-00F-404GA), providing leadership development, culture, change management, and executive coaching services to government clients with streamlined procurement.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Ivy Planning Group is a management consulting, training, and coaching firm that delivers strategic advisory, leadership development, executive coaching, change management, and diversity, equity, and inclusion (DEI) consulting services to Fortune 1000 enterprises and U.S. federal agencies. Its flagship methodology, MicroTriggers®, is a proprietary framework built on 20+ years of research identifying 58 subtle workplace behaviors that affect culture, communication, and performance, delivered through books, e-learning courses, instructor-led workshops, and train-the-trainer certification.

Product overview

Ivy Planning Group is an award-winning, full-service management consulting, training, and coaching firm founded in 1990, operating as a unified portfolio of advisory services, flagship programs, and proprietary products. The company's offerings are organized around five strategic solution pillars: Advisory & Strategy, Leadership & Workforce Development, Leveraging Everyone's Skills and Talents, Executive Search & Pipeline, and Entrepreneurial Leadership. At the core of the product portfolio is MicroTriggers®, the company's flagship methodology identifying 58 common subtle workplace behaviors that impact culture, communication, and performance — delivered through four distinct formats: the MicroTriggers® Paperback book ($34.95), the MicroTriggers: 2nd Edition Video-Enhanced eBook ($34.95) delivered via Issuu, the Instructor-Led Workshop ($5,500 per session, 5–25 participants), and the MicroTriggers Online Course (SCORM 1.2 compliant, $195/seat). Complementary programs include Resilience & Change Readiness, the Emerging Leaders Program (cohort or accelerated format), the Entrepreneurial Leadership Program, and Inclusive Leadership Labs — all available in-person, virtual, or hybrid formats. The company also offers a Train-the-Trainer Certification Program enabling internal facilitators to deliver MicroTriggers® and other Ivy workshop content with a facilitator toolkit. A dedicated GSA Schedule contract (GS-00F-404GA) provides federal agencies streamlined access to the full range of services. The company additionally operates as an advisory partner to NBMBAA for its 2.0 transformation.

Differentiator

Problem solved

Functional benefit

Brands

• MicroTriggers: A research-based framework identifying 58 common subtle workplace behaviors that impact relationships, communication, and performance. Includes books, eBooks, online courses, workshops, and train-the-trainer certification programs.

Products and services

• MicroTriggers® (Paperback Edition) A practical book exploring everyday moments that shape trust, communication, inclusion, leadership, and workplace culture. Identifies 58 common MicroTriggers and explains sender, receiver, and observer roles in everyday interactions. Sold to individual readers, leadership development participants, ERGs, and bulk organizational orders at $34.95 per copy.
• MicroTriggers: 2nd Edition (Video-Enhanced eBook) An updated eBook identifying 58 common MicroTriggers with embedded video content, delivered through Issuu's private platform with immediate online access. Priced at $34.95 per copy.
• MicroTriggers Online Course A SCORM 1.2-compliant e-learning course teaching how subtle behaviors can lead to misunderstandings and how small changes improve teamwork and problem-solving. Approximately 60 minutes, English narration, 7 days of access once activated. Priced at $195 per seat with group discounts available.
• MicroTriggers Workshop – Instructor Led An instructor-led workshop teaching participants what MicroTriggers are, why they matter, and how to improve workplace interactions. Minimum 5 and maximum 25 participants per session; customizable from 1 to 3 hours. Includes quiz reports by group and a facilitator toolkit. Priced at $5,500 per session.
• Train-the-Trainer Certification Program A certification program enabling internal trainers and facilitators to deliver Ivy's proven workshops (including MicroTriggers®, The Modern Leader™, Resilience at Work, and Inclusive Feedback) within their own organizations. Includes live virtual or on-site certification, teach-back evaluation with coaching, and a facilitator toolkit (slide deck, leader's guide, and participant workbook).
• Resilience & Change Readiness Program A program equipping leaders and employees to stay agile, engaged, and focused during transformation. Offered as a single-session workshop (2–4 hours) or multi-module change readiness series with coaching and action planning. Available in-person, virtual, or hybrid.
• Emerging Leaders Program A development program preparing high-potential professionals to step into greater responsibility by sharpening leadership presence, strategic thinking, and influence. Offered as a cohort-based program (6–9 months) with workshops, individual assessments, coaching, and capstone projects, or as an accelerated intensive (2–3 days). Available in virtual, hybrid, or in-person formats.
• Entrepreneurial Leadership Program A program helping employees at every level identify opportunities, take smart risks, and drive change without leaving the organization. Offered as a workshop series (3–5 sessions) with idea incubation and mentoring, or as a full innovation accelerator (6–12 weeks) with project-based outcomes. Available in-person, virtual, or hybrid.
• Inclusive Leadership Labs Immersive, practice-based workshops helping leaders build cultural competency, address bias, and create environments where everyone can thrive. Uses real-world scenarios and guided reflection. Delivered as single-session workshops (2–4 hours) or multi-session lab series (3–6 modules) with coaching and peer feedback. Available in-person, virtual, or hybrid.
• Advisory & Strategy Services Strategic consulting combining deep diagnostics with co-creative strategy design and guided implementation. Services include organizational assessments and diagnostics, research and analytics, change management design and execution, growth and scaling strategy, and strategic alignment workshops.
• Leadership & Workforce Development Services Learning journeys, coaching, and experiential pathways developing leaders for current and future challenges. Includes emerging leaders programs, executive and team coaching, inclusive leadership training, resilience and change readiness workshops, and high-performing team development.
• Leveraging Everyone's Skills and Talents Services Consulting services helping organizations uncover barriers, design sustainable processes, activate engagement, and build leader accountability. Includes quantitative analysis, focus groups, surveys, process design, performance measurement, and culture of accountability programs.
• Executive Search & Pipeline Services Executive search and pipeline services focused on sourcing talent, creating succession planning frameworks, and building internal leadership pipelines. Includes executive search and recruitment, succession planning and readiness assessment, internal leadership pipeline design, onboarding and integration support, and talent mobility and career path frameworks.
• Entrepreneurial Leadership (Innovate from Within) Services Intrapreneurship programs and innovation workshops empowering leaders to experiment, iterate, lead change, and seize opportunity. Includes intrapreneurship programs, innovation mindset workshops, ideation and early business model design, pilot project support and governance, and resilience and adaptive leadership training.
• GSA Schedule Services Federal government procurement vehicle (GSA Schedule contract GS-00F-404GA) enabling federal agencies to access Ivy's full range of leadership development, culture, change management, and executive coaching services. Expanded in 2025 with new workshops including supervisor training, culture programs, and resilience offerings. Primary NAIC Code: 541611.
• NBMBAA Advisory Services Strategic advisory services provided as an advisory partner to the NBMBAA (National Black MBA Association) supporting its 2.0 Pivot transformation. Services include executive advisory, culture diagnostics, leadership development, workforce and marketplace strategy, and strategic communications and change support, targeting Fortune 1000 corporations and global professional services leaders.

Named customers23 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Partnerships

One partnership is on record.

• NBMBAA (National Black MBA Association)coreStrategic or Co-development PartnerIvy Planning Group announced a strategic advisory partnership with NBMBAA to power measurable progress in workforce, workplace, and marketplace diversity initiatives. This partnership supports NBMBAA's 2.0 transformation from a singular annual event to a year-round engine of leadership growth, corporate advisory, and economic power. Ivy provides executive advisory, culture diagnostics, leadership development, and workforce strategy services to corporate sponsors of NBMBAA.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Cook Ross: Specialist DEI and inclusion consulting firm offering leadership programs, coaching, and certification courses — a focused competitor in Ivy's DEI and inclusive leadership niche.
• Center for Creative Leadership: Nonprofit leadership research and training organization offering executive programs, leadership assessments, and coaching closely aligned with Ivy's leadership development and training practice.
• Development Dimensions International (DDI): Global leadership and assessment provider with deep training programs and behavioral frameworks for mid-level and executive leaders — directly comparable to Ivy's leadership and workforce development services.
• FranklinCovey: Public training and consulting firm built around proprietary leadership methodologies (e.g., The 7 Habits), with enterprise delivery, books, workshops, and digital products — a direct analog to MicroTriggers in structure and monetization.
• BTS: Strategy execution and leadership development firm using simulation-based programs and custom learning journeys for Fortune 500 clients — closely comparable to Ivy's strategy consulting + experiential training model.

Emerging players

• Braven: Nonprofit leadership and career accelerator focused on underrepresented talent pipelines — partially overlaps with Ivy's Emerging Leaders and NBMBAA-adjacent work, especially in DEI leadership development.

Broad incumbents

• McKinsey & Company (Leadership & Organization Practice): Global management consulting firm with a leadership and organizational health practice directly competing for enterprise transformation and change management work that Ivy sells to the same Fortune 1000 buyers.
• Accenture (Strategy & Consulting): Global consulting firm delivering large-scale change management, leadership development, and DEI programs to the same Fortune 1000 enterprise buyer pool that Ivy serves.
• Korn Ferry: Global organizational consulting firm combining executive search, leadership development, and assessment — overlapping with Ivy's executive search/pipeline and leadership development offerings, but with vastly larger scale.
• Heidrick & Struggles: Executive search and leadership advisory firm with culture shaping and DEI consulting practices that overlap with Ivy's executive search/pipeline and inclusion offerings.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ivygroupllc
• LinkedInlinkedin.com/company/ivy-planning-group
• Instagraminstagram.com/microtriggers

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ivy Planning Group