Build A Winning Strategy

How do you choose what to do? How will you do it? How will you know you're winning?

Your strategy is the set of choices about what your team will and won't do in service of its mission. Strategy informs where your effort is directed, for how long and for which purposes. With a thoughtful strategy, your team will have an easier time planning what to do and more clarity around how to measure success.

Our offerings include a comprehensive service where we take the team from building their strategy through defining and operationalizing their metrics to creating a solid execution plan.

For those teams that lack experience with goal-setting and metrics, we also have an introductory workshop on OKRs and KPIs.

These services aren't just for product teams. We've seen deep, meaningful successes from People and Ops teams who have embraced these tools. We've loved helping these traditionally reactive teams shift to a more agile, customer-focused approach.

This workshop consists of three pillars...

1. Strategy - deciding where you will and won't play. You'll...
   1. validate your clarity and alignment around your team's vision and mission
   2. draw from and discuss learning from outside your team
   3. identify and challenge assumptions underlying your conclusions
   4. formulate alternative strategies
   5. weigh ROI, risks and tradeoffs associated with those strategies
2. Metrics - determining how you'll measure progress and success. You'll...
   1. align on the most important measures of success
   2. define concrete metrics that track these measures
   3. understand / ratify how your metrics map to those of the overall organization
   4. explore the tradeoffs between what you will and won't measure
   5. prioritize and operationalize your metrics
3. Planning - prioritizing the 'what', 'who', 'how' and 'when' in pursuit of your strategy. You'll...
   1. align on the factors that determine both your prioritization and level of focus as a team
   2. build a high-level timeline for the coming quarters that is tied to your strategy and metrics
   3. determine key opportunities and risks along that journey
   4. discuss the team's approach to learning / agility and how this may create changes in the plan
   5. agree on how to harness the plan as a living document that remains useful to the team over the coming months
   6. ensure that there is a process for keeping partners and stakeholders informed

Wrestling with these elements can be overwhelming; like you're being asked to rebuild entire sections of your plane in mid-flight. We draw from a wide array of tools to construct a customized experience for your team that breaks things down into bite-sized chunks.

During our time together, we'll...

• challenge you to think at multiple levels to make sure that neither the big picture nor important nuances are lost
• shine a light on misalignments, inconsistencies and opportunities
• ensure your discussion space is creative, fun, and a safe space for healthy debate
• keep you moving forward by ensuring you don't get stuck in analysis paralysis
• help you synthesize your best thinking into easily-digestible formats that will be understood and remembered by all

The teams we've worked with often describe this experience as both challenging and deeply rewarding. They give their all and leave feeling proud of what they've accomplished, having achieved the clarity they need to move forward with confidence.