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Facilitated strategy & leadership offsites

Offsites matter — not for what gets agreed in the room, but for what gets put in motion afterwards.
We design and facilitate strategy and leadership offsites that create real ownership, surface constraints, and turn alignment into strategy deployment that can be progressed and adapted over time.

Service type:

Continuous Strategy, Leadership & Team Coaching

Audience(s):

Startups, Large and Mid-Size Organisations

System for Continuous Change:

Business Workshops

The challenge


Strategy and leadership offsites are part of how organisations function. They create rare space for leaders to step back, think together, and align around direction.


Used well, offsites are powerful.


Where they often fail is in the design.


Too many offsites are over-scripted or used to cascade decisions already made. Information flows one way, debate is constrained, and real constraints are left unaddressed. Leaders leave informed, but not invested.


The result is surface alignment without ownership.

The strategy is not theirs — and execution suffers.


This wastes leadership talent and often produces strategies that struggle to execute because constraints are ignored and people lack skin in the game.



Our point of view


Offsites should be working sessions, not communication events.


They matter not only because of the alignment created in the room, but because of what they put in motion afterwards. Strategy alignment only has value if it becomes strategy deployment — with a clear baseline that teams can act on, review, and iterate.


A well-designed offsite establishes:


  • A shared understanding of current conditions

  • Creative collaboration on strategic directions and trade-offs

  • Clear ownership for first moves

  • A baseline from which progress can be made visible and adjusted



Facilitation matters. A neutral facilitator allows leaders to fully engage, challenge assumptions, learn new concepts, and collaborate — without also having to manage the process.


 

What we design and improve 


We design and facilitate strategy and leadership offsites that:


  • Start from present conditions, not idealised futures

  • Connect business strategy, change strategy, and leadership dynamics

  • Involve the right voices to surface constraints early

  • Translate ambition into clear strategic directions and first moves

  • Create coherence between strategy, execution, and review



We use proven strategy and facilitation approaches — such as xMatrix, Wardley Mapping, and systemic workshops — as thinking and alignment tools, not templates to follow.


The output is not a slide deck.

It is a shared strategic baseline that leaders can work with, deploy, and evolve.



The business outcomes 


  • Alignment built through participation, not persuasion

  • Stronger ownership from leadership through to execution

  • Strategies grounded in real constraints, not wishful thinking

  • Early visibility of load, bottlenecks, and collaboration needs

  • Direction that can adapt as conditions change without restarting


Leaders leave with clarity, commitment, and a credible starting point — not a finished plan that quickly becomes obsolete.



Testimonial


" I was fortunate to ask Philippe to run a two-day off-site strategy session for our senior leadership team at i-nexus. As a CEO, bringing in an external facilitator can sometimes feel like a gamble, but it paid off tremendously with Philippe. We had two lively days; Philippe helped us set some context for our current position and future aspirations, using many different tools, one of which was Wardley Maps, which brought depth to our strategic vision and planning. 


What stood out most was Philippe's facilitation style—calm, reassuring, and thoroughly engaging. He encouraged participation, meaning all voices were heard (and valued), which I believe brought our team closer and meant the strategy was more robust. Philippe would challenge our assumptions and push to address obstacles, which resulted in a sound strategic planning experience.


We developed a clear, well-prioritised strategy tailored to our needs. A personal benefit of having Philippe lead the session was that it allowed me to participate fully and contribute without needing to guide the proceedings; I found this a refreshing change and added significant value to the discussions.


Philippe's professional yet approachable demeanour, coupled with his deep understanding of digital business transformation, makes him an obvious choice as a facilitator. I highly recommend Philippe to any organisation that is aiming to develop its strategic plan (new or an iteration) and begin the challenge of execution. "


Simon Crowther - CEO - i-nexus



How to start


We begin with a preparation phase to clarify:


  • The strategic questions that matter now

  • The scope and objectives of the offsite

  • The participants needed to create real alignment

  • Whether to take the existing strategy as a baseline or start fresh



This preparation is essential to make the best use of time with key executives and managers, and to ensure the offsite focuses on what truly needs to be worked through.


Offsites typically run over 2–3 days, on-site or off-site, working with your existing logistics. Outcomes, strategic directions, and next steps are consolidated immediately after the session to maintain momentum.


These offsites often become the starting point for a Continuous Strategy Operating Model, where strategy is progressively deployed, reviewed, and adapted over time rather than revisited annually.


Case studies

Developing continuous improvement and automation in financial services operations

CA$700bn pension fund · Middle and back-office operations
Embedding Kaizen, Flow, and leadership of excellence in a highly pressured, critical environment

Organising for flow to accelerate the digital business in retail and QSR

Leading Quick Service Restaurant Brand · UK
Digital acceleration through value streams and flow

Organising for flow using value streams during a major organisational merger

Large investment bank · Finance and accounting technology
Integrating teams, leadership, and value streams at scale

Moving beyond mechanical agile to quality and flow at scale

Large investment bank with established SAFe practices.
Technology delivery and engineering excellence.
Rebalancing delivery, quality, and continuous improvement in a scaled environment

Reframing strategy for the digital era

Public and private deployments · Strategy design and deployment
Using Wardley Mapping to connect context, capability, and execution

Aligning leadership and strategy in a growing startup

Strategy offsite · Product focus, investment trade-offs, and coherent execution

Frameworks used in this service 

Wardley Maps
Wardley Maps

We use Wardley Maps for identifying value chains in organisation redesign as well as for strategy elaboration. 

i-nexus
i-nexus

i-nexus offers an xMatrix based Enterprise software that we use to set alignment and collaboration over the strategy.

Agendashift
Agendashift

We are approved practitioners & trainers of Agendashift. Agendashift offers great facilitated workshops for strategy, leadership and organisation alignment.

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