Trainings

Trainings

Practical, high-impact sessions for boards, leadership teams, and organizations navigating change.

Every session is 90 minutes, designed to deliver real insight and immediate value without taking leaders away from their work for a full day. Available in-person or virtually, and customizable for your organization's specific moment.

  • 90 Minutes
  • In-Person or Virtual
  • Boards · Leadership Teams · All Staff
01

FOR BOARDS

The Strategic Board

How boards move from oversight to genuine strategic leadership

Most boards are good at governance. Far fewer are genuinely good at strategy. There is a significant difference between managing risk and leading direction, and when boards don't understand that difference, organizations feel it. Strategic conversations stay shallow. Planning processes lose momentum. The board approves a plan it didn't truly help shape and feels little ownership over whether it succeeds.

This session changes that.

In 90 minutes, board members will develop a clearer understanding of their strategic role, learn how to engage more meaningfully in the organization's direction, and leave with practical tools for asking better questions, holding productive strategic conversations, and supporting leadership through consequential decisions.

This session is right for your board if:

  • A planning cycle is approaching and the board feels underprepared
  • New board leadership has recently joined
  • Strategic conversations in the boardroom feel thin or unfocused
  • The board and staff are not as aligned as they need to be

What participants leave with:

  • A clear understanding of the board's strategic role versus its governance role
  • Practical frameworks for engaging in strategic conversations
  • Language for asking better questions during planning
  • Greater confidence in their ability to lead direction, not just approve it

Session details

Format
90 minutes
Delivery
In-person or virtual
Investment
Starting at $3,500

This session pairs naturally with a Strategic Direction or Strategic Reset engagement for organizations ready to go deeper.

02

FOR LEADERSHIP TEAMS

Leading at a Turning Point

A strategic session for executive teams navigating change, uncertainty, or a consequential next chapter

Every organization eventually arrives at a moment when the old direction no longer fits and the path forward isn't yet clear. These moments, a leadership transition, a merger, a funding shift, a period of strategic drift, are among the most demanding a leadership team will face together.

They are also among the most important.

This session is designed for leadership teams who are in the middle of something hard and need to think clearly together about what it means and what it requires. It creates space for the honest conversation that turning points demand, the kind that rarely happens in a regular staff meeting or board retreat.

In 90 minutes, leadership teams will name what their turning point is actually asking of them, identify where alignment exists and where it doesn't, and begin building the shared understanding needed to move forward with clarity and confidence.

This session is right for your leadership team if:

  • The organization is navigating a significant transition or period of uncertainty
  • Leaders are pulling in different directions and need to find common ground
  • A new leader has arrived and the team needs to establish shared direction
  • The organization is preparing to begin a strategic planning process

What participants leave with:

  • A shared and honest picture of what the organization is navigating
  • Greater clarity about what this turning point is asking of leadership
  • Identified areas of alignment and productive disagreement
  • A foundation for moving into strategic planning with confidence

Session details

Format
90 minutes
Delivery
In-person preferred, virtual available
Investment
Starting at $4,000

This session frequently serves as the entry point into a full Turning Point Strategy Process engagement.

03

FOR ALL STAFF

Strategy That Sticks

Why strategic plans fail, and how to build one that doesn't

Most organizations have lived through a strategic plan that never quite took hold. It was approved with enthusiasm, announced with energy, and then quietly set aside as the organization returned to its familiar rhythms. Within a year or two, few people could tell you what the priorities were, let alone how their work connected to them.

This is not a failure of ambition. It is a failure of process.

This session explores the real reasons strategic plans fail, not the obvious ones, and gives participants a practical understanding of what it actually takes to build a strategy that connects to culture, earns genuine buy-in, and translates into the way an organization operates day to day.

This session is right for your organization if:

  • A previous strategic plan failed to gain traction or guide decisions
  • A planning process is approaching and leaders want to do it differently this time
  • Staff feel disconnected from the organization's strategy or skeptical of planning
  • Leadership wants to build genuine investment in the direction before the process begins

What participants leave with:

  • A clear understanding of why strategy fails and what changes that outcome
  • Practical insight into the role of culture, participation, and leadership in execution
  • Greater investment in approaching the planning process differently
  • Honest questions to bring into the organization's next strategic conversation

Session details

Format
90 minutes
Delivery
In-person or virtual
Investment
Starting at $3,500

This session is a natural entry point for organizations considering a Strategic Direction or Strategic Reset engagement.

Bring a Session to Your Organization

All three sessions can be customized to reflect your organization's specific moment, sector, and audience. If you are navigating something particular, a merger, a leadership transition, a planning process that has stalled, the session can be shaped around what your organization actually needs.

Sessions can be delivered as a standalone engagement or as part of a broader consulting relationship. If your organization needs something beyond a single session, we can talk about what makes sense.

Ready to bring a session to your organization?

Let's talk about what your organization is navigating and which session fits best.