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Leadership

How to Design an Amazing Strategy Offsite

Successful strategy sessions tend to follow a common arc.

Dave Bailey
Dave Bailey
Published in
9 min readJul 28, 2021

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Most leadership teams come together for at least a few days each year to meet up as a team, align on the business strategy, and collaborate on the company’s biggest challenges. These meetings are often held offsite, as physical distance from day-to-day operations can make it easier to see the bigger picture.

The pressure to deliver something tangible can make setting the agenda an intimidating task. There are many topics you could discuss and alignment can seem a long way away. How can you make the best use of your team’s problem-solving abilities and arrive at something concrete?

I’ve created the following structure to help you design your agenda:

Let’s run through each section.

Part 1: Set up

It’s customary for the CEO to open the offsite with some inspiring words on the mission and vision of the company, and the purpose of the offsite. However, there are a couple of other activities that can ensure the offsite runs smoothly.

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Published in Dave Bailey

Founder insights and playbooks based on research from the Founder Coach community. Written by CEO coach and mentor, Dave Bailey.

Written by Dave Bailey

CEO of Founder Coach, providing training and mentorship for the next generation of great CEOs. Visit FounderCoach.com for details.

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