Of all the meetings top executives go to in a year, none is more important than the strategy off-site, where the most essential conversations for the future of the business occur. Yet it is the rare management team that can say its strategy off-site truly changed the way the business is run. At best, participants do some vague direction setting and work on team-building skills; at worst, they write off the retreat as a waste of time and resources. It needn’t be like that.
We are a highly specialized firm whose expertise lies at the intersection of strategy consulting, process and organizational design, and offsite facilitation.
For over 25 years, Cary has worked with Senior Executives and Boards on challenging and complex strategic issues. In addition to his expertise in strategy workshop design and facilitation, Cary leads SOG’s efforts focusing on large-scale transformation and strategy programs. These include strategy formulation and execution, executive and organizational alignment, and performance measurement. Cary’s work has spanned the financial services, healthcare, retail, manufacturing, business services, software, education, consumer products and transportation industries in North America and Europe. Examples of recent client engagements include:
- Worked with 30 executives and 50 doctors across four teams from the second largest medical association to develop a comprehensive, multi-year strategy to transform a leading medical specialty
- Worked with 60 executives across six teams to develop a three-year growth strategy for a $5 billion wealth-management firm
- Designed and facilitated a series of workshops for the board and senior management of a $5 billion telecommunications provider to identify and prioritize a set of critical growth opportunities
- Designed and facilitated a two-day offsite for top 35 executives of a $4 billion international network of higher education to identify opportunities to drive the next stage of growth
Cary is the author of “Leadership Summits That Work” (Harvard Business Review, March 2015, co-authored with Bob Frisch) and “Critical Conversations That Reset How Your Organization Manages Initiatives” (Balanced Scorecard Report, April 2012, co-authored with Bob Frisch). His book, Simple Sabotage: A Modern Field Manual for Detecting & Rooting Out Everyday Behaviors That Undermine Your Workplace, (co-authored with Bob Frisch and Rob Galford) was published by HarperCollins in September 2015 and became a best seller in the management category. Chinese, Japanese and Spanish editions are in development. Cary’s work has been published in Fast Company, The Daily Beast and Workforce. He also writes regularly for Harvard Business Review’s website, HBR.org. Harvard Business Review featured several of Cary’s pieces in the recently released HBR Guide to Making Every Meeting Matter.
Prior to joining the Strategic Offsites Group, Cary led the Finance practice at the Palladium Group, where he worked closely with David Norton and Robert Kaplan (co-creators of the Balanced Scorecard) to pioneer Palladium’s “Planning for Results” offering. Previously, Cary co-founded Painted Word, a strategy and technology consulting firm, where he established and managed the firm’s Strategy and Financial Services practices. Inc. magazine twice named Painted Word to the Inc. 500 as one of the fastest-growing privately held companies. Cary led the process to sell Painted Word to Monitor Clipper Partners, a private equity firm, and the subsequent merger with the Balanced Scorecard Collaborative to form the Palladium Group.
Before founding Painted Word, Cary worked for A. T. Kearney, a management consulting firm. He began his career in investment banking at Prudential-Bache Capital Funding, where he was an Associate in the Financial Institutions Group.
Cary earned a BA with Highest Distinction from the University of Virginia and holds a MBA from Harvard Business School. Cary currently serves on the Board of Trustees for the International School of Boston.
As the pandemic eases and we resume gathering in person, hybrid meetings will become a permanent part of how organizations function. These meetings bring added complexity at the same time that our collective Covid-driven year of meeting virtually raised expectations for remote participation. We share eight best practices to help make your hybrid meetings more effective.