Strategy Offsite
Build a strategy that works — and a plan to make it happen.
A one/two-day, in-person working session for Partner and Director teams to create a clear practice strategy, align on behaviours and culture, identify risks, and set a simple dashboard to keep everyone focused and accountable.
Who's it for
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Partners/Directors leading a practice or business unit
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Teams that need to decide priorities, reduce noise, and move faster
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Growth-minded leaders who want strategy people can act on
Outcomes
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Strategy on a Page (where to play, how to win, priorities)
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Agreed behaviours and cultural shifts to enable execution
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Clear risks and near-term mitigation moves
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Strategy dashboard (5–7 measures, owners, cadence)
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Ownership and next steps (who does what, by when)
Sample Agenda / Key Themes
- Framing: where to play, how to win, choices vs. trade-offs
- Strategy on a Page: clarify ambition, market focus, value, priorities
- Behaviours & Culture: leadership habits, team norms, ways of working
- Risks: what could derail us and how we’ll respond
- Dashboard: success measures, owners, review rhythm
- Commitments & Next Steps: decisions, owners, timelines
Delivery Formats
• 1-2 day strategy offsite (depending on needs)
• Optional quarterly “alignment and accountability” sessions
How it Works
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Pre-offsite survey to target the day
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Facilitated session designed for decisions and ownership
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Templates included to keep things simple and visible
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Optional follow-up (60–90 mins) to lock momentum
FAQs
What if we need to design a completely new strategy?
That’s absolutely possible. The one-day Strategic Offsite is designed for teams who already have a broad direction in mind. If more strategic thinkign is requireed then this can be done in a 2-day session.
If you need to develop a full strategy from scratch, we can add additional sessions — typically over one to two months — to guide you through the full strategy creation process, of which your offsite is one part of.
What if we already have our strategy?
Perfect. In that case, the offsite focuses on translating your strategy into action — aligning the team on priorities, ownership, behaviours, and culture so the plan actually happens.
Will we need to do a lot of research beforehand?
No, most teams only need to share any higher-level organisational strategy and a few key market insights in advance.
If there are particular trends or internal data you’d like everyone across, we can include these as light pre-work before the session.
Ready to sharpen your strategy and move faster on delivery?
