QUARTERLY STRATEGY DAYS

Keep your leadership team aligned, focused, and moving on what matters most

Quarterly Strategy Days are facilitated workshops that bring your executive team together every 90 days to align on the big strategic issues, review progress, and reset priorities for the next quarter. The emphasis is simple: talk about the issues that matter most, build genuine “Team One” cohesion, and leave with a clear 90-day plan that everyone owns.

Who This Is For

Executive and Senior Leadership Teams that want sharper strategic focus, stronger collaboration, and a consistent rhythm for planning and execution.

Think of it like the difference between a swim team and a football team. In a swim team, everyone performs well individually, but success isn’t shared. In a football team, players operate as one unit — reading the field together, adapting in real time, and working toward a common goal. Quarterly Strategy Days build that “football team” mindset across your leadership group.

Why Teams Choose Quarterly Strategy Days

✓ Break down silos & act as Team One — align leaders on shared goals and trade-offs.
✓ Make faster, better decisions— structured conversations about the issues that matter.
✓ Create momentum — translate strategy into quarterly priorities and measurable outcomes.
✓ Build leadership capability — integrate targeted learning into every session.

What’s Included Each Quarter

Your day is tailored to your business cycle and priorities, typically including:

✓ Strategic progress review (what’s green, amber, and red against plan)
✓ Deep dive into 1–3 critical strategic issues
✓ Targeted leadership masterclass or learning module
✓ Facilitated discussion on risks, opportunities, and priorities – “the issues that matter”
✓ Clear 90-day plan with ownership, metrics, and timelines

Before and After Each Session

Preparation

✓ Affordable: Pre-session survey to surface key issues and priorities.
✓ Flexible:Compilation of progress updates and key reports.
✓ Practical: Agreement on discussion topics and leadership development focus.

Before and After Each Session

Follow up

✓ Circulation of notes, actions, and updated 90-day plan.
✓ Short debrief to refine the process.
✓ Lock in the next date and pre-work for the following session.

Program Structure

Quarterly Strategy Days are delivered as an annual program, meeting every 90 days. We use your existing Strategic or Annual Operating Plan as the foundation (or help you create one if needed), then cascade that into quarterly and 90-day priorities. Many clients also add an extra session mid-year for deeper strategic review or annual planning.

Investment

From $5,000 + GST per Quarterly Strategy Day
Includes preparation, facilitation, a leadership capability module, and post-session follow-up.

Travel is charged at cost. Additional support for strategic plan development, diagnostics, or documentation can be scoped separately.

Add Executive Coaching for Key Leaders (Optional)

Many clients extend the impact by adding Executive Coaching for their CEO and senior leaders. This includes leadership assessments (e.g. Harrison, Positive Intelligence), individual leadership plans, monthly 1:1 coaching, weekly accountability calls, and access to our Mindshop resource centre.

Results You Can Expect

✓ Your team regularly discusses the issues that truly matter
✓ The executive group operates as Team One
✓ Leaders build capability and accountability every quarter
✓ Measurable progress against your strategic goals
✓ Strategy becomes a living process — not a “set and forget” document

Example Agenda

Your day is tailored to your business cycle and priorities, typically including:

1. Welcome and alignment on outcomes for the day
2. Review of quarterly dashboard and key metrics
3. Deep dive into strategic issues or opportunities
4. Leadership capability masterclass (linked to a business book or learning theme)
5. Setting next-quarter priorities and resourcing decisions
6. Agreeing ownership, success measures, and timelines
7. Wrap-up, commitments, and next steps

Frequently Asked Questions

1. How many people should attend?

Quarterly Strategy Days are designed for your executive or senior leadership team — typically 6–10 people responsible for strategy, operations, and culture.

2. Do we need a strategic plan in place?

Having a plan helps, but it’s not essential. We can quickly create or refine a working strategic framework (“straw man”) and cascade it into 90-day priorities during the first session.

3. How are the agendas developed?

Each Strategy Day is tailored. Russell works directly with the CEO (or another Senior Executive) ahead of time to build the agenda, select leadership topics and define key outcomes for the day. The focus shifts each quarter based on your evolving priorities.

4. Can individual executives contribute to the agenda?

Yes — and it’s encouraged. Each executive can submit topics or challenges to raise ahead of the session. We gather these through a short pre-session survey and integrate them into the agenda.

5. What leadership development topics are included?

Each Strategy Day includes a leadership learning segment, often tied to a business or leadership book that participants read or listen to between sessions. This creates shared learning and builds leadership depth across the team.

6. How much preparation is required from participants?

Executives complete the pre-session survey, review progress in their area and prepare insights or updates for group discussion. They’ll also read or listen to the agreed leadership resource.

7. How long does a Strategy Day run?

Sessions typically run for a full day, depending on scope and team size. Off-site settings are often used to encourage focused discussion and collaboration.

8. How often should we hold them?

Quarterly — every 90 days. This cadence provides a reliable rhythm for reflection, learning, and execution. Many clients also add an annual or mid-year session for deeper strategy review.

9. Can we include leadership coaching as part of the program?

Absolutely. Many organisations complement their Strategy Days with Executive Coaching for key leaders to maintain alignment, improve leadership impact, and sustain accountability between sessions.

10. What results can we expect?

You’ll leave each session with:

Alignment across the leadership team (“Team One” mindset)
Clarity on 3–5 key priorities for the next 90 days
Improved communication, trust, and collaboration
A culture of shared accountability and strategic execution

Ready to Keep Strategy Front and Centre?

Book a free 15-minute Intro Call to discuss your leadership team, current challenges, and the right cadence for your business.

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