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Whiteboarding Sessions

An intensive one day working session providing you with detailed analytics and recommendations

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We believe firmly in the process of taking management teams away from the physical location of their offices so that everyone, as a team, has the opportunity to reflect and think deliberately through the longer term growth strategies and short terms tactics that are going to be employed to ensure the growth of the business. We use these processes to accomplish a number of objectives depending on the deliverables set out by senior management team:

  • We facilitate strategic planning ensuring consensus on direction over the 18-24 months.
  • We facilitate business and departmental quarterly tactical plans over 12 months
  • We facilitate quarterly sales and marketing effectiveness plans over 3 and 6 months

During these meetings, we collectively …

  • Solve the issues that may be slowing down the progress and effectiveness of either the overall business or specific departments.
  • Identify growth opportunities and create tactical solutions in real time to take advantage of those opportunities.

These retreats range from one day diagnostic Whiteboarding Sessions to multi day Senior Team Management Retreats to quarterly sales meetings. Each of these programs is meant to bring individuals collectively together, build tight directional and tactical consensus among the attendees and define specific accountabilities and responsibilities.

Different from most management retreats, since all of us have deep backgrounds in operating companies, we guarantee that the outputs of these retreats are very tactical such that everyone leaves these meetings not only with directional consensus and total buy-in and specific accountabilities defined, but also with specific deliverables and assignments.

We also make sure that we hold these meetings in interesting locations with comfortable surroundings and excellent food and accommodations since what we have found over the years of facilitating hundreds of these meetings is that the retreat environment is very important to stimulating management effectiveness and creativity.

Our responsibility is to provide all of the meeting facilitation, note taking, management exercises in addition to handling all of the logistics such that management can focus on the outcome of the meeting.