We customize engagements to the unique needs of each client and the issues they face. However, there are constants in our approach that cut across all of our engagements:

PREPARATION

Driving meaningful results from strategy conversations requires thorough preparation. The most successful offsites are part of a process that begins well before your executive team meets. That's why we typically begin working with clients four to six weeks prior to the offsite or offsites. We conduct a series of structured discussions with the sponsoring executives, gather industry research, administer surveys, and interview offsite participants and other executives. In some cases, we also work with our clients to identify experts who can bring required outside perspective into the discussion.

STRUCTURE

We know how to avoid the common problem of overstuffed agendas and inconclusive results. Many strategic issues can't be meaningfully addressed in a single offsite.The solution often lies in breaking the conversation into a series of two or three workshops, each of which builds on the work of the prior offsite and integrates work we jointly conduct with client teams between offsites. This approach effectively leverages executives' time and provides the right setting for optimal decision-making, broad organizational alignment, and initiatives that actually go forward.

PROCESS

Through rigorous discussions informed by relevant data and frameworks, we enable genuine alignment around issues and solutions and clear, concrete action steps. This requires balancing structured conversations and free-flowing dialogue, while applying selective pressure to ensure that assumptions are solid and decisions are clear. Our strategy consulting expertise allows us to synthesize discussions into structured strategic outputs, in real time, and move the conversation toward actionable conclusions.

FOLLOW-UP

Offsites that don't result in clear action steps with milestones and accountabilities waste management time and money. To translate strategic decisions to business results, we help make sure that the outcomes emerging from offsites take the form of action steps or initiatives with clearly defined ownership, deliverables, and timeframes. Often clients bring us back for brief follow-up sessions to help the team track and review progress toward those goals.