Expert workshop facilitation
The Workshop That Actually Moves the Needle
Do you have a goal you need to accomplish with a team? Most workshops produce a good conversation and a summary deck. Mine produce decisions, alignment, and momentum that lasts beyond the room.
Who this is for
Teams that need to get somewhere together.
A CEO and executive committee who need to develop and align around a strategy. A team working through a critical problem that keeps not getting solved. A leadership cohort that needs to build trust, sharpen how they work together, and raise the bar on performance. Or any group of smart people who need a skilled facilitator to help them cut through the noise and get to the right solutions.
What makes this different
Hundreds of workshops. Every one built from scratch.
Most workshops are designed the day before they happen. Mine start weeks before you walk in the room. I spend time with key participants individually in advance, understanding how they think, where the tensions are, what has been tried before and why it stalled, and what a successful outcome actually looks like for each person in the room. That preparation is what separates a workshop that produces real alignment from one that produces a nice summary nobody acts on. The sessions themselves are immersive, direct, and designed to move the group. Not to present to them. Not to validate what leadership already decided. To actually work through the hard stuff and come out the other side with clarity, alignment, and a path forward.
What we work on
Any goal a leadership team needs to accomplish together.
Every workshop is bespoke but the territory is consistent. Strategy development and strategic planning. Organizational alignment around mission, vision, and priorities. Critical problem solving. Change management and transformation. High performance team building and team dynamics. Decision making frameworks and processes. Culture and values. Leadership development and capability building. And any other challenge a leadership team needs to work through together. If you have a goal, I will design the session to get you there.
How it works
Prework. Facilitation. Follow through.
Every engagement starts with a conversation about what you need to accomplish and what success looks like. From there I design the session architecture, identify the right participants to speak with in advance, and build the facilitation approach around your specific situation. Sessions range from a few hours to a few days depending on the complexity of the goal. I facilitate directly, keep the group moving, surface the tensions that need to be named, and drive toward the decisions and alignment you came for. After the session I provide a summary of outcomes, decisions made, and next steps. And for teams that need it, I offer follow up sessions to ensure continued alignment and accelerated execution.
What clients say
“We engaged Joe for a strategy workshop for our senior leadership team. Joe’s preparation, planning, and contribution to this meeting have been invaluable as we work to align our global team towards a common strategy and a mindset of one team. Joe was able to quickly understand our business model and tailor his message around the importance of concise strategy development and leadership maturity. The consensus of the team was this was the best meeting EFC has hosted. I credit a large portion of this success to the engagement I had with Joe and the guidance he provided when developing a strong messaging framework to encourage global alignment to drive organic growth. I highly recommend working with Joe as he brings a client first approach to his work and seeks to understand your unique business conditions while working to craft a tailored program around leadership development.”
Chris Kanaan
SVP, EFC International
About Joe
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I have facilitated hundreds of workshops with leadership teams across every industry, from startups to Fortune 500 executive committees. I bring the same rigor I developed at McKinsey and Oliver Wyman combined with the practical judgment of someone who has run organizations as CEO, COO, CFO, and CMO. Every session is built to produce outcomes, not just conversation.
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McKinsey & Company
and Oliver Wyman consulting background
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Stanford
BS Science, Technology & Society with CS
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Tuck MBA
High Distinction, top 3% of class
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Hundreds
of workshops facilitated across industries
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Startups to
Fortune 500 executive committees
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3M+
Stratechi.com users worldwide
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30+
Years in strategy, coaching and operations
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McKinsey Problem
Solving methodology applied to every session
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Bespoke
Every session built from scratch for your team
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Let’s design the right session for your team.
If you have a goal you need to accomplish with your team, let’s talk about how to design the right session to get you there. Pick a time below, or email me at joe@stratechi.com.
The fundamentals
What makes a great strategy workshop
Most workshops fail for the same reasons. The outcomes are not clearly defined before anyone walks in the room. The facilitation is passive. Someone runs the agenda but nobody pushes the thinking. The tensions that need to be named stay underground. And the follow-up evaporates the moment people get back to their inboxes.
The best workshops share four characteristics. First, the prework is taken seriously. You cannot design a great session without understanding how the participants think, what they disagree about, and what a successful outcome actually looks like for each person in the room. Second, the facilitation is active and directive. A great facilitator is not a meeting host. They are constantly reading the room, surfacing what is not being said, pushing for specificity, and keeping the group moving toward outcomes. Third, the right questions drive the session. Questions unlock thinking that statements never can. The best workshops are built around a handful of powerful questions that the group genuinely needs to answer. Fourth, the follow-up is treated as part of the work. A workshop without governance and accountability is just a good conversation. The output needs owners, timelines, and someone to hold the team to it.
Frequently asked questions
What topics can you cover?
Most strategy and leadership topics including corporate strategy, growth, organizational design, mission and values, annual planning, change management, team dynamics, problem solving, and more. If your team has a goal, I can design a session around it.
What is your facilitation style?
High energy, direct, and deeply engaged. I use questions more than statements. The right question at the right moment unlocks more than any presentation ever could. I work hard to get every person in the room contributing, not just the loudest voices. I create an environment where people build on each other’s thinking, where tensions get named and worked through rather than avoided, and where the group leaves feeling like they did something real together. The goal is never a polished offsite. It is genuine progress.
What makes your workshops different?
The prework. Most facilitators show up and run the agenda. I spend time with key participants before the session understanding how they think, where the tensions are, and what success actually looks like. That preparation is what makes the difference.
How long are the sessions?
Anywhere from a few hours to a few days depending on what you need to accomplish.
What size groups do you work with?
I have worked with groups as small as three and as large as thirty. The sweet spot is eight to fifteen people.
How much lead time do you need?
A few weeks is ideal to do the prework properly. That said I have pulled together great workshops on shorter notice when needed.
What do you charge?
Every workshop is different in terms of prework, length, and follow-up, so I price each engagement based on scope. Book a session or email me and we will figure it out together.
Are sessions confidential?
Always.
Grab a time that works for you
Thirty minutes, no charge. Tell me about the goal and the team.