Executive & Board Strategy Retreats

A retreat should produce more than good conversation.

Leadership retreats create something executives and board members rarely have: uninterrupted time to think together.

But without the right structure, eight hours away from the office can produce eight hours of conversation without eight hours of progress. I design retreats around the decisions your organization actually needs to make.

Typical Investment: $10,000
Plan a Strategy Retreat

The Engagement

Before. During. After.

01

Before

  • Leadership conversation
  • Participant interviews when appropriate
  • Review of relevant plans and materials
  • Identification of decisions and outcomes
  • Custom session design
  • Pre-work if beneficial
02

During

  • Full-day facilitation
  • Structured strategic discussion
  • Decision-making
  • Prioritization
  • Alignment
  • Ownership and action planning
03

After

  • Written summary of decisions
  • Action items
  • Owners
  • Timelines
  • 30-day implementation follow-up

The Difference

The agenda isn't the product. The decisions are.

The purpose of facilitation isn't to fill the day with activities. It's to create the conditions for thoughtful discussion, honest disagreement, meaningful decisions, and clear next steps.

“Jason's leadership facilitating our discussion was invaluable. He knew the questions to ask and the guidance we needed to create the goals, strategies, and timelines.”

Jim Smith
Executive Director, Manchester Symphony Society / Manchester Symphony Orchestra

The organization subsequently reported significant progress toward its strategic goals.

Make the day consequential.

Plan Your Strategy Retreat