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Strategy & Planning Offsite for Leadership Teams

Get Clear. Align. Grow. Together.

Align your leadership team on what success looks like, what must change, and how you will guide execution together.

Sample Offsite SoW

The IntelliVen Strategy & Planning Offsite helps you and your top team to:

Agree on what success requires and assess progress toward it.

Identify initiatives that will move you from where you are to where you want to be next.

Determine approach, roles, resources, milestones, and metrics required to implement, guide, and govern those initiatives.

Align your approach to managing finances, operations, and governance with your strategy and initiatives.

Communicate your strategy and plan with confidence to your board, management team, employees, partners, and other stakeholders.

"The program worked really well. Within two years, we actually executed the five year plan that we initially laid out..."

COO/CFO, private equity owned niche software company

"I was pleasantly surprised that engagement was greater than expected, especially from the directors."

Participant, 200-person aerospace engineering firm

How it Works

PRE-OFFSITE

 Establish a shared starting point

Gather and review relevant operating information, surveys, and interviews with you to identify the decisions the team needs to make and prepare participants for the working sessions.

OFFSITE

 Set direction and agree on priorities

Over one to three days, one or two Senior Operating Partners help your team develop a shared view of current conditions, define the next target state, and agree on the priority changes required to get there.

POST-OFFSITE

Sustain alignment through execution

Optional support over six to nine months helps your team put offsite agreements into practice. Senior Operating Partners help prepare for, attend, and facilitate operating and initiative governance reviews so leaders assess results, resolve issues, and maintain alignment as execution proceeds.

Outcomes:

A shared definition of success, including the intended outcomes, timeframe, and boundaries.

A common view of current performance and the changes required to reach the next target state.

A short list of priority initiatives, with initial agreement on intended results, accountable leaders, resource needs, milestones, and measures.

An agreed approach to reviewing progress, resolving issues, and making decisions as execution proceeds.

Stronger working relationships, with a clearer understanding of each leader’s contribution and commitments.

Meet Our Senior Operating Partners

Peter DiGiammarino

Peter is the founder and CEO of IntelliVen and author of Manage to Lead. He helps CEOs and leadership teams define success, agree on what must change, and guide execution together. He designs and facilitates leadership offsites and supports the operating and initiative reviews that turn agreements into coordinated action.

David Halwig

David is co-founder and President of IntelliVen’s Mid-Atlantic Region. He helps leadership teams set strategic direction, strengthen governance, and manage risk. His experience spans program development and merger and acquisition strategy, including valuation, execution, and organizational transition.

"Your facilitators were exactly the people we needed to facilitate this offsite … we got a long way down the line in a short time."

CEO, $75M professional services firm

Organizations We Have Helped

Interested in IntelliVen Facilitating Your Next Strategy and Planning Offsite?

Set up a time to see examples of how leadership teams use the workspace to define success, organize priority initiatives, and review progress after the offsite.

Sample Offsite SoW