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Work with Steve

Leave your offsite with decisions, not a binder.

Most strategic planning sessions end with a document nobody opens. We run a one to two day facilitated offsite that ends with a named score, owned commitments, and the standards and weekly cadence that keep the plan alive after everyone goes back to work.

A facilitator leaves you with notes. We leave you with a standard.

A good facilitator runs a good day. Then the energy fades, the document gets filed, and by the next quarter you are back to the same arguments. The difference is what gets installed before everyone leaves the room: one clear score, the behaviors that protect it, and the weekly rhythm that holds it.

What we install in the room

  • One Primary Score. The single number the whole team leaves aligned on.

  • Owned commitments. Every decision has a named owner and a date, not a vague action item.

  • The standards that protect it. The behaviors the team agrees to hold, written down and visible.

  • A weekly cadence. Monday Morning Implementation™, so the plan is reviewed every week, not next year.

Formats

Leadership Team Offsite

One to two days with your leadership team, designed with you around the decision you need to make.

Scoped on a call.

Board Retreat and Strategic Planning

A board that leaves with decisions, designed with your chair and CEO, with board meeting facilitation.

Scoped on a call.

Annual Planning Session

The GDD annual planning session that sets the year's score, guardrails, and standards.

Scoped on a call.

Who it's for

Founder-led and privately held companies at a planning moment, leadership teams that keep relitigating the same decisions, and boards that want to leave with direction, not a deck.

Make this planning session the one that holds.

Book 30 minutes with Steve to design the offsite, or start with the free DriftCheck.

LLI
The implementation arm of Guide, Don't Drive.™ We install the human performance operating system across your organization.
Part of the Guide, Don't Drive™ family, with Community Bankers Institute, Qualigence, GuideOS, and Steve Lowisz.
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