Program 03
Strategic Planning
Two focused days away from the office with your leadership team — leaving with a plan everyone understands and a few priorities everyone owns.
Program 03
Two focused days away from the office with your leadership team — leaving with a plan everyone understands and a few priorities everyone owns.
Purpose, three-year targets, annual goals — on a single page.
Three to five company priorities, each with one owner.
A short set of weekly numbers your team reviews together.
Half-day check-ins to review progress and reset priorities.
Before the retreat, we interview each leader and review your numbers so the time together is spent deciding, not catching up.
Day one
Honest review of the past year, market position, strengths, and the issues no one has said out loud.
Day two
Three-year picture, one-year goals, quarterly priorities, and who owns what.
After
Written plan within one week, and quarterly reviews so the plan doesn't end up in a drawer.
Usually the CEO and direct reports — typically four to eight people. Larger groups need a different format.
Away from your office — a hotel meeting room or conference space in DFW works well. Venue costs are paid by the client and listed separately in the proposal.