seminar full day onsite / 3 x 90 minutes online


This seminar is designed to serve as the central program of a strategic retreat.

Completely tailored to your needs, this program will help you bring out the best in your team through a series of purposeful participatory exercises.

During the retreat, facilitated conversations will help answer these essential questions:

  • What are your goals for the foreseeable future? Where do you want to go, and by when?
  • How well do you understand whom you serve and what drives your customers’ behavior?
  • What are the non-negotiable values within your team that underly the mission, vision, and values of the organization?m
  • What conditions need to exist for your people to excel at serving your internal and external customers exceptionally?
  • How do you, as the senior leadership, enable greatness within your team? What is your personal contribution?
  • How do you know what drives value within your part of the organization? What are the metrics that monitor your team’s ultimate success?

The seminar concludes with participants composing a clear and concise action plan for implementation.

Here’s a summary of our CHARTING THE COURSE program. Contact us if you’d like to see a detailed curriculum overview.


What is the fundamental principle that underpins this program?
  • Without a clear vision, teams will be at best mediocre, and at worst, they will fail.


during the program, participants will …
  • Understand that great organizations have clarity of mission, vision, and values.
  • Realize there are a handful of key drivers that result in organizational success.
  • See the vital importance of leadership and of a fully engaged workforce.

Behavior & Results

during the program, participants will …
  • Frame a crisp, compelling, and audacious mission and vision for the foreseeable future.
  • Identify the key drivers that delight their customers.
  • Write a short contribution statement to help chart the course for the work team.