Prior to the Offsite - Designing the offsite
Too often, the designer of an offsite schedules the meeting, invites top table leaders, and blocks out time on the agenda, hoping the rest will take care of itself.
I ensure that, together, we co-create a rigorously designed offsite in which truly candid strategic discussions arise. But, as importantly, I plan to ensure that the underlying group dynamics and other important interaction and team objectives are also taken care off.
I work with you in the preparation of the offsite
- to define your key objectives
- to agree the “look and feel” for the offsite (example: high touch/low tech)
- to deeply and quickly understand the key information required for the offsite, and ensure that the key players understand which information is needed for the meeting
- to collaborate with you to decide who are the players participating and understand the group dynamics
- to prepare with key participants in anticipation of the session
- to ensure the location chosen has the necessary layout for the objectives and for the “look and feel” agreed for the offsite
- to ensure the adequate communication, both the formal and informal, to all the participants
- to prepare any necessary rehearsals of specific presentations, if needed
- to connect with and provide context to any invited guests or external speakers, if needed
At the Offsite - Getting past the politics
Senior executives, regardless of their experience and professionalism, are influenced not only by rational data but also by underlying political and emotional factors.
I work with the end in mind to help you achieve the objectives we set out for the offsite. At the end of the session, we will have generated a clear “RoadMap” with objectives, activities, owners and timings to be implemented following the offsite.
During the offsite
- We generate a series of differentiated spaces that are constructed to produce different types of behaviours and group dynamics, and I use these spaces to facilitate different sessions
- I use formality and informality to facilitate different types of sessions
- We gerenate a common Corporate DNA, in other words, we generate a common language, specifically when working with multinational and multicultural groups where it is essential to quickly create a jointly understanding of words and meaning (interpretation of words and meaning often complicate group dynamics far more than we think)
- I privilege experiencial sessions (rather than the traditional PowerPoint presentations), in order to maximize the interaction in the group (I believe building team comes from “being” and “doing” together)
- through the facilitation process, I ensure team participation, buy-in and ownership
- I manage the group dynamics in the room (both the obvious and hidden) and generate cohesion within the team
- We work together to stick to a pre-designed model using the predetermined frameworks, exercises, and breakout sessions to keep the conversation aligned with the agenda and agreed timings
- I am flexible to re-align any session (or the entire offsite) in the moment, in case any unexpected strategic issue arises
- We work together to generate a clear “RoadMap” at the end of the session
After the Offsite - The walk away
We have to make sure we don’t walk out of the meeting and simply forget everything we’ve just done. So, we set-up a collaborative process where we will
- ensure that the team designs a specific action plan based on the “RoadMap” created at the offsite
- ensure everyone gets the buy-in and ensure that the right team members get assigned to the key areas of the “RoadMap” and action plans, own their responsibility
ensure that there are clear milestones and touch points to monitor the “RoadMap” and action plans going forward