We facilitate ideation workshops, customer summits and CAB meetings, product strategy sessions, marketing planning sessions, board meetings and other team planning meetings.

Sample Projects

• New Product Concept Ideation Session; outcome 4 new product concepts
• Customer Summit or CAB Meeting; outcome strategic customer insights and feedback
• Marketing Planning Meeting; outcome marketing goals and next quarter action steps
• Product Strategy and Requirements Session; outcome MRD for product enhancements
• Marketing Strategy Session; outcome Target Marketing Strategy and Plan
• Board Meeting; outcome strategic goals for the following year

Agenda

Agendas are customized based on the type of session and the client needs. We follow this basic process:

• Gather objectives from stakeholders; ie what you hope to learn or accomplish at your session
• Gather internal data relevant to the session
• Conduct additional background research as needed
• Compile pre-work and agenda package for team
• Facilitate session
• Session reporting
• Take ownership of writing and editing the strategy document or plan as needed