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Whether you’re building a new strategy, standing up a team, or working through a strategy refresh, a process is designed that gets your organization from its current state to its desired future. These are working sessions built around a business need.
Workshops for where you are to where you need to be.
custom workshops & facilitation
design approach
The right tools for the situation at hand.
Every workshop draws on a different mix of tools, chosen for what the team needs. Depending on the situation, that might include strategic frameworks to pressure-test direction, mapping exercises to see how work actually flows, or prioritization tools to clarify what matters most. The specific mix changes every time.
Start with the team and the leader
Every workshop starts with conversations with the team and its leader to understand what the team actually needs.
Pre-work, when it helps
Depending on the situation, that can include voice-of-the-team interviews or surveys, a look at the organization’s structure and where its current strategy stands, and building in multiple ways for people to participate once the workshop starts.
Design around the situation
Once the situation is clear, the workshop is built around it, drawing on a wide range of workshop formats, tools, and exercises to fit what's needed.
Facilitate for real discussion
In the room, understanding different communication styles is what turns a meeting into real discussion and genuine team cohesion.
Right-sized format and length
Most workshops run one to three days, and are broken into phases when the work calls for more time. In-person is preferred, though virtual and hybrid formats can work well too, depending on the situation, the team, and the tools available.
Next steps, documented
Every workshop ends with a report covering next steps and all workshop outputs, along with a meeting to review it together.
facilitation approach
Made to fit your team, every time
Facilitation is shaped by years spent studying how people learn and communicate in different ways, and that understanding runs through every workshop. It starts with reading how a team actually communicates, then building the room around it.
where to start
Six situations. Start with the one that fits your team.
Every workshop is scoped to meet the team where you are right now.
01
Strategic Development
Build a strategy from the ground up, with the right people in the room from the start. The session is shaped around the organization’s actual structure and goals, so the strategy that comes out of it is one the team can act on.
When there is a fresh canvas: a new product, a new company, or a totally new set of circumstances
02
Strategy Refresh
Revisit and realign an existing strategy that has drifted from where the organization actually is. The workshop surfaces where the gap really lives, then rebuilds alignment around it.
When circumstances have changed: a new competitor in the market, a major market shift
03
Operations Planning
Translate strategic priorities into an operating plan: sequencing, resourcing, and ownership. The team leaves with real accountability assigned.
When it is time for planning: annual planning, putting the strategy into the market
04
Standing Up a Team
A newly formed team or function needs a shared understanding of how it will work before it can move fast. The workshop establishes how the team communicates, decides, and hands off work, before those patterns get set by accident.
When there is a new team to stand up: a new department or function inside an existing organization
05
Ecosystem Creation
Build and strengthen the network of partners and stakeholders a strategy depends on. Sessions can involve internal teams alone, or bring outside partners into the room, depending on what the ecosystem actually requires.
When it is all blue sky: a new professional network or coalition connecting an emerging space
06
Process Design
Design and pressure-test a new way of working, or strengthen an existing process. The new process is built and stress-tested with the people who will actually run it day to day.
When it is time for smooth running: business operations process, continuous improvement