Team Alignment and Strategic Planning

Why You Need The Real Strategy

Some organizations think that setting lofty goals first and then brainstorming ways to meet them is building a strategy. It is not. We know from experience that teams attempting to build a solid strategy without having the trust of their team members and the ability to engage in open debate will result in a strategic plan that lacks both clarity and buy-in. In other words, they end up with an impressive-looking document that lacks substance and actionability.

The Refinery Difference

Team Alignment and Strategic Planning

We believe that a Strategic Plan cannot be done without first aligning the team that is working on it. We know from our 20+ years experience that teams attempting to build a solid strategy without first having the trust of their team members and the ability to engage in open debate will ultimately result in a strategic plan that lacks both clarity and buy-in to be effectively executed. Our four-step process of Define, Diagnose, Leverage, Act enables organizations to get real about where they’re at versus where they want to be, understand what is standing in their way and identify their clear winning strategies for success.

Request a consultation with us today.
We look forward to meeting you.

The Real Strategy

The Real Strategy consists of four modules, delivered in an in-person environment or virtually. Over the course of the modules we help clients build trust and psychological safety on their team, then guide them through the process of defining their desired future state, diagnosing challenges that stand between where they are today and where they want to be, and developing concrete goals and action plans. Our well-researched, practical methods are combined with unique tools, expert facilitation, and the human development work that Refinery is known for. We ask good questions, poke, prod, and engage our clients in productive discussions that not only inform the process but makes things real.

Module 1: Team Alignment

(2 Days)
Building Trust, Psychological Safety and setting the groundwork for healthy conflict and debate on the team

Module 2: Strategy

(2 Days)
The Strategic Planning Process, Defining the Desired Future State, Defining the Current State, Diagnosing the Challenges

Module 3: Strategy

(1 Days)
Diagnosing the Challenges (Finalized) Leveraging Strategic Advantages, Developing Goals and Action Plans

Module 4: Report-Out

(5 Days)
Presenting Team Action Plans and the 1-Page Strategic Plan, Communication Plan for stakeholder groups

WHO’S ALREADY DONE IT?

Checkfront Travel Industry Technology

Checkfront originally contacted Refinery to help them with their annual strategic planning process. In the past, the company’s CEO and co-founder had taken on the majority of the responsibility of the strategic planning process, and there was a desire to include the entire leadership team in the process going forward.

There was also a desire to gain deeper alignment on the company’s leadership team, as the team had struggled in the past with expressing opposing viewpoints and having everyone feel heard in team sessions.
 

Checkfront Travel Industry

Request a Consultation

Request a consultation with us today.
We look forward to meeting you!

The Refinery Leadership Partners, Inc. © 2021. All rights reserved.
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