Financial Clarity + Team Clarity = Winery Success

At Vintner CFO, I help winery owners make sense of their numbers — so they can make confident decisions that move their business forward.

But there’s another side to every successful winery: the people behind the numbers. The conversations, collaboration, and creative sparks that bring strategy to life.

That’s where Working Genius comes in.

 Working Genius is a simple, powerful model created by Patrick Lencioni — best known for The Five Dysfunctions of a Team.

It identifies the six types of “geniuses” that make every great idea happen:
Wonder • Invention • Discernment • Galvanizing • Enablement • Tenacity

Each person has natural areas of strength — their Genius — and areas that tend to drain them.

When a team understands these differences, everything starts to click:

• Productivity and morale improve
• Frustrations drop 
• Meetings get shorter (and more productive) 
• People feel energized, not exhausted
• Burnout is avoided
   

It’s the easiest team assessment to take — and the hardest to forget once you’ve seen it in action.

Running a winery isn’t like running any other business. It’s part art, part science, part hospitality, and all heart.

That mix makes teamwork both essential and challenging.

Working Genius gives winery teams a shared language for how people naturally contribute — whether they’re in the vineyard, the tasting room, or the office.

Here’s what happens when you put it to work:

• Planning sessions become productive instead of painful.
   
• Everyone knows why they’re doing what they’re doing.
   
• Leaders see where the bottlenecks really come from (and how to fix them).
   
• Morale goes up because people get to do more of the work that gives them energy.
   

Financial clarity and team clarity go hand-in-hand.

That’s why I integrate Working Genius facilitation into my CFO engagements when it helps align people around financial goals and accountability.

Vintner CFO Focus  

* Building a clear financial roadmap

* Aligning Owners and Managers

*Improving Cash flow and profitability

*Strengthening culture through accountability

Working Genius Connection

*Building a team that's equipped to execute the financial strategy

*Revealing how each person naturally leads and supports

*Improving communication and follow-through

*Replacing friction with understanding

The result:  A winery that operates better, performs stronger, and

      inspires the people behind it.                 

You can experience Working Genius as part of your strategic finance engagement or as a stand-alone session for your leadership team:

Team Snapshot Workshop (2 hours)
Discover how each person contributes best — and how to make teamwork easier and more effective.

Leadership Alignment Session (Half-day)
Map your team’s Working Genius to your business strategy, identifying where ideas stall and where execution excels.

Finance + Genius Integration
Blend Working Genius with your annual planning or forecasting session for a powerful, people-centered approach to strategy.