Align Your Team.
Accelerate Your Growth.
Is your leadership team running in different directions? Our expert-facilitated Scaling Up Strategic Planning offsite creates the focus, alignment, and discipline your company needs to scale beyond $100 million.
You've built a successful company, but growth has become chaotic. Meetings feel unproductive, priorities are unclear, and your executive team seems to be working in silos. You have a vision, but you lack a clear, unified plan to get there. This is where the journey stalls for most growth-stage companies. To break through, you don't need more ideas—you need a powerful, simple system for strategic execution.
Your Strategy is Only as Good as Your Team's Alignment
Does this sound familiar? Your leadership team is full of A-Players, but something is holding you back. Often, it comes down to one of these four critical friction points:
You're Running in Circles
Your team agrees on the big picture goal, but everyone has a different idea of how to get there. This lack of a unified strategy leads to wasted effort, internal friction, and stalled progress on your most important objectives.
Your Plans Collect Dust
You leave annual or quarterly planning sessions feeling energized, but weeks later, nothing has really changed. The urgent demands of the day-to-day have taken over, and your well-intentioned strategic plan is sitting in a folder, forgotten.
Accountability is Fuzzy
When key initiatives and quarterly Rocks slip, it's unclear who was responsible. Without a culture of clear ownership and peer-to-peer accountability, your most critical projects will consistently miss their deadlines.
Your Meetings are Ineffective
Your weekly leadership team meetings have become tactical report-outs instead of strategic, problem-solving sessions. You're talking at each other, not with each other to remove obstacles and drive the business forward.
The Solution: A 2-Day Offsite to Build a Plan That Actually Works
As a certified Scaling Up Coach, Mark Fenner facilitates a powerful, two-day strategic planning offsite designed specifically for the leadership teams of scaling companies.
We guide your team through the globally-renowned Scaling Up and Rockefeller Habits framework to confront the tough questions, make firm decisions, and commit to a unified path forward. This isn't a trust fall or a fluffy corporate retreat; it's a focused working session that produces a concrete, actionable plan for the next 90 days, the next year, and beyond. We provide the structure and unbiased facilitation needed to get your entire executive team rowing in the same direction.
We guide your team through the globally-renowned Scaling Up and Rockefeller Habits framework to confront the tough questions, make firm decisions, and commit to a unified path forward. This isn't a trust fall or a fluffy corporate retreat; it's a focused working session that produces a concrete, actionable plan for the next 90 days, the next year, and beyond. We provide the structure and unbiased facilitation needed to get your entire executive team rowing in the same direction.
The Three Deliverables of Strategic Planning
When you partner with a Scaling Up facilitator, you don't just leave with ideas. You leave with a complete system for execution.
01
Total Alignment with the One-Page Strategic Plan
We will create and clarify your One-Page Strategic Plan (OPSP). This simple but powerful tool will define your company's core values, purpose, BHAG® (Big Hairy Audacious Goal), and 3-5 year targets, ensuring every member of your team is 100% aligned on where you're going and how you'll get there.
02
Radical Accountability with Quarterly Rocks
Your annual goals will be broken down into 90-day priorities, or "Rocks." We will help your team identify and commit to the 3-5 most important things that must be accomplished this quarter, assigning a single owner to each. This creates a culture of radical focus and accountability.
03
Disciplined Execution with Meeting Rhythms
A plan is useless without a rhythm of communication to keep it alive. We will help you install the proven Rockefeller Habits meeting rhythm—including effective Daily Huddles, Weekly Meetings, and Monthly Reviews—to ensure your plan is tracked, discussed, and executed with discipline.
Case Study: From Chasing Low-Value Deals to Dominating a Niche
The Challenge
Cougar, a leading manufacturing firm, was caught in the trap of responding to any and all RFPs. The sales team was busy, but the work was low-margin and unpredictable. The leadership team knew they needed a different approach but couldn't agree on a path forward.
The Solution
During a two-day Scaling Up Strategic Planning session, we analyzed their most profitable and enjoyable projects. A clear pattern emerged: their best work came when they were specified in the "Basis of Design" by engineers early in the process, not when they were competing on price in a last-minute RFP.
The Result
The team aligned around a new strategic priority: get "engineered in." They re-allocated sales resources, changed their marketing message, and built a plan to proactively build relationships with engineering firms. This single shift in focus, achieved in our offsite, changed the trajectory of their company and put them on the path to record profitability.
"Mark helped us see the answer that was right in front of us. That single shift in focus, achieved in just two days, has been worth millions to our bottom line. We finally have a strategy that everyone on the team understands and is excited to execute."
- Tim, CEO, Cougar
"What Mark did was, he got us aligned. Once you get your leadership team aligned, it's very powerful because I didn't realize that we weren't aligned. Once we got aligned as a team, then we took off."
-Scott Magee, Cougar USA
"Mark's been fantastic. It's very much a unique format. A lot of it is actually collaboration with other integrators and understanding that the challenges that they're facing are pretty much the same challenges that we're facing."
-Jorge Rodriguez, Branch Audiovisual
Ready to Align Your Leadership Team and Build a Plan for Growth?
If you are the leader of a company between $10 million and $100 million and are ready to get your team focused, aligned, and executing with discipline, the next step is a brief, no-obligation discovery call. Let's discuss your unique challenges and see if a facilitated Strategic Planning session is the right fit to unlock your company's next level of growth.
