Even the strongest leadership teams can lose alignment. Strategy might be clear, but execution stalls. Interpersonal friction builds. Meetings become circular instead of productive.
That's when it's time to step back—together.
An Executive Team Off-Site gives your leadership team space to reset, refocus, and strengthen how you work as one. Led by a former CEO who’s been in your seat, each session is built around your unique challenges and designed to help you move forward faster.
Every engagement is tailored, but the overarching goals are consistent:
Clarity: Define shared objectives and decision rights.
Alignment: Ensure everyone is working toward the same priorities.
Accountability: Set expectations for execution and follow-through.
Trust: Strengthen relationships and improve communication across the team.
Momentum: Build the energy and commitment to sustain progress long after the off-site ends.
Our network of coaches is vastly experienced handling challenges and developing strategy. We can match you with a coach who best aligns with what you’re hoping to achieve through your off-site. Here are some of the common areas our coaches are engaged for:
Clarify top priorities, roles and decision rights
Surface and resolve friction between key leaders.
Establish clear metrics and follow-through expectations.
Improve transparency, trust and feedback.
Reset culture and rebuild cohesion.
Accelerate trust and team integration.
What an Off-Site Achieves
A focused off-site helps your leadership team:
When you leave, you’ll have a unified team, a clear roadmap, and renewed confidence in your ability to deliver results together.
Objective: Turn strategic ideas into an executable plan.
Agenda Highlights:
Review current performance and growth goals
Identify key strategic priorities for the next 12–18 months
Define ownership, milestones, and success measures
Build alignment across departments on how to deliver
Outcome: A clear strategic plan, buy-in from all leaders, and accountability for execution.
Objective: Strengthen collaboration and resolve leadership friction.
Agenda Highlights:
DISC assessments and discussion of communication styles
Open dialogue to address sources of tension and misalignment
Reset of team norms, roles, and decision-making processes
Action planning to improve accountability and trust
Outcome: A more cohesive team, aligned priorities, and improved day-to-day execution.
Objective: Unlock creativity and generate new solutions for growth.
Agenda Highlights:
Identify key market or operational challenges
Facilitate ideation and cross-functional brainstorming
Evaluate and prioritize high-impact ideas
Develop action plans and owners for next steps
Outcome: A refined set of new ideas ready for testing, and renewed enthusiasm for innovation.
Objective: Build a unified plan for the upcoming year.
Agenda Highlights:
Review performance against current-year goals
Define next year’s top priorities and KPIs
Set individual and team accountabilities
Discuss potential risks and mitigation strategies
Outcome: Alignment on next year’s vision, focus areas, and an agreed-upon roadmap for execution.
What’s Included
Each engagement is designed around your goals and team dynamics.
Your off-site package includes:
Every off-site is customized to the needs of your leadership team. Here’s what to expect:
We speak with you and each team member confidentially to understand dynamics, goals and opportunities.
We deploy DISC assessments to uncover communication styles and team fit. Based on findings, we build a customized agenda.
Based on the discovery and planning, your coach leads a highly interactive session that blends leadership development with candid team dialogue and clear action setting.
After the session, your coach delivers a detailed summary and recommendations to carry momentum forward.
Starting at $15,000
Led by a former CEO and featuring a fully-customized agenda tailored to your team’s specific personalities, strengths, struggles and needs, our Executive Team Off-Sites are an investment in your company’s future.
How It Works
Every off-site is customized to the needs of your leadership team.
Here’s what to expect:
Led by CEOs, Not Consultants
All of our facilitators are former CEOs who’ve led teams through growth, transition and complexity. They know what good looks like – and how to get your team working like one.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.