Strategy offsite: facilitating a leadership team from quarterly review to a three-year plan
Beverage manufacturer · Food and beverage manufacturing
- strategy offsite
- senior participants
- strategic horizon
The challenge
The leadership team needed to review first-quarter performance and set a three-year direction in two days, with 15–20 senior voices heard, candid views on real bottlenecks, and momentum carried into execution afterwards.
Our approach
Before the session: a performance dashboard, a shared strategic baseline and pre-reading, and an anonymous pulse survey synthesised into a “State of the Play” briefing. In the room: Everything DiSC® Workplace insights supported constructive debate and examined how the team's collective style could influence risk-taking. Facilitated sessions, designed backwards from the outputs needed by the close of day two, moved the team from quarterly review to the critical shifts required.
The results
• Strategic alignment map: consensus on the critical shifts for the three-year horizon • Prioritisation matrix: the “big rocks”, the strategic pillars for the plan • Action and accountability framework: next steps with named owners and timelines • Leadership-owned strategy: facilitation strengthened, rather than replaced, the team's judgement
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