Our Process

  1. Getting started

Everything begins with a listening conversation. We’ll discuss the changes you want for your team and the motivations behind them. Together, we’ll assess whether we’re a good fit to achieve meaningful change—our primary goal. We’ll also suggest relevant reading and share articles and podcasts that demonstrate how these models can be powerful tools for change.

2. Advance Preparation

Assessments will be sent to your team so we can gain a deeper understanding of your team’s dynamics and working geniuses. At least two weeks prior to the event, we’ll schedule a brief call to discuss the leader’s role in the off-site. From initiating the sessions to actively participating and setting the right tone, the leader’s role is crucial. This call ensures a shared understanding and alignment in our approach.

3. The Prep Call &
Off-site

Each off-site is a powerful experience. These transformative sessions introduce the models and build cohesion and clarity. By the end, you’ll have learned the language of organizational health and begun putting these ideas into practice. You’ll leave with practical tools to continue making progress. Shortly after, you’ll receive a playbook that captures your commitments and keeps the most important priorities front and center. As needed, we partner with a Principal Consultant from The Table Group.

4. Follow-up

After the off-site, our relationship continues as we help you reinforce the new directions you’ve committed to. We like to say that people start with us as clients, but often end as friends.

“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”

Former Customer