Strategy and Planning Offsite
While leaders in an organization are often tasked with creating what may be called a Strategic Plan, a Business Plan, or an Operating Plan, the truth is that they often end up confused about what the team seeks to do and how they will do it.
When planning to address your organization's needs, it pays to separate Strategy from Action.
A Strategy and Planning Offsite helps you and your executive team use IntelliVen tools to:
Align on your current state and desired future state, as well as what must be done to get from here to there.
Identify the key strategic initiatives that will move you from where you are to where you want to be next.
Review the roles, responsibilities, and resources needed to implement those initiatives.
Align your financial and operating plans with your strategy and initiatives.
Communicate your strategy and plan to your board, management team, employees, 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
Offsite Outcomes:
Group Consensus on your current state, why you need to change, your target state, and what must be done to get there for each strategic initiative.
Groundwork for implementation of strategic initiatives
An approach to governance that is understood and agreed upon by all participants.
Stronger participant working relationships. Participants will know each other better and have evolved further as an effective working group.
Increased commitment to the group's mission, leadership, and to doing all they can to maximize the organization's growth and performance.
Meet Our Senior Operating Principals
Denys Resnick
Denys is a high-impact, transformational leader and consultant with over 30 years of experience accelerating growth and leading operational innovation in startups and high growth companies, and nonprofits and government entities.
David Halwig
Co-founder and President of IntelliVen Mid-Atlantic Region. David helps improve organizations’ governance, program development, strategic planning, and risk management. He has substantial experience assisting clients develop and execute merger and acquisition strategies, including valuation and organization transition.
Ngozi Irondi-Azubike
Ngozi has over 20 years of experience in business startup, growth and acquisition, as well as operations consulting with major U.S. corporations and governments. Her areas of expertise include business strategy, business transformation, organizational change management, performance management, and entrepreneurship.
"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
now CGI
now Progress Software
now ConcertAI
now Salesforce
now Titan
now ICF
now Converged Security
now Unison
now Oracle
now Cadmus
now Unison
