An offsite might be right for you
Remote and Hybrid Team Dynamics
Struggle with maintaining collaboration
Offsite meetings provide an opportunity for team building and connection, fostering stronger relationships and collaboration. They can help rebuild a sense of team unity and trust, essential for effective communication and productivity in remote work environments.
Leadership in Times of Crisis
Navigating complex issues and implementing change
Offsite retreats give leadership teams the space to focus on developing strategies for resilience and preparing for future uncertainties. They can foster a unified leadership response to external challenges and help leaders practice emotional intelligence and change management.
Strategy and Execution Alignment
Turning strategic plans into actionable steps
Offsites are ideal for aligning leadership on strategic objectives and developing clear, actionable strategic plans for execution. Teams can work through roadblocks and ensure everyone understands their role in the bigger picture.
Team Cohesion and Collaboration
Differing work styles, miscommunication, or a lack of trust
Team-building exercises and collaborative workshops during an offsite allow teams to build trust, resolve conflicts, and develop the skills needed for productive collaboration. This is particularly important for teams that have been siloed or lack face-to-face interaction.
Leadership Development and Succession
Facing a gap in leadership capabilities
Offsite meetings dedicated to leadership development provide immersive learning environments where emerging leaders can gain critical skills, engage in leadership simulations, and create personal development plans aligned with the organization’s future needs.
Avoid the pit falls of failed offsites
Lack of Clear Objectives
Every session is purpose-driven
We co-create a customized agenda with clients, ensuring every session is purpose-driven and aligns with your strategic objectives.
Poor Execution or Facilitation
Ensure participation from all voices
Our expert facilitators are trained to guide the conversation, ensure participation from all voices, and keep the team on track for productive outcomes.
No Post-Offsite Follow-Up
Structured follow-ups
We provide post-offsite accountability support through structured follow-ups, ensuring your strategies are implemented and maintained over time.
Ignoring the Team’s Unique Dynamics
Ensuring meaningful engagement
We tailor every offsite to your team’s unique challenges, goals, and culture, ensuring meaningful engagement and solutions that are actionable and relevant.
Plan your offsite with thoughtPartner
Step 1
Get to root of the problem
We start by deeply understanding your team’s specific challenges and goals. Our comprehensive discovery session allows us to identify key pain points, uncover underlying issues, and align the offsite’s focus with your business objectives. This groundwork ensures that we address the real issues your team faces, setting the foundation for success.
Step 2
Plan with intention
Once we’ve identified your challenges, we work with you to co-create a custom offsite agenda. This agenda isn’t a one-size-fits-all solution; it’s designed to solve your team’s specific problems and align with your company’s strategic priorities. Every session and exercise is tailored to ensure maximum relevance and effectiveness.
Step 3
Unlock your team's potential
On the day of your offsite, our expert facilitators bring together proven strategic frameworks, interactive workshops, and engaging activities that foster collaboration, spark creativity, and drive alignment. Our sessions are designed to challenge your team, push boundaries, and create actionable plans that are ready for execution.
Step 4
Your accountability partner
The biggest challenge with any offsite is execution. That’s why we continue to support your team even after the offsite ends. We set up follow-up check-ins, accountability partners, and regular progress reviews to ensure that your strategies and action plans are implemented, adjusted as needed, and kept on track for long-term success.
Testimonials
"Our team engaged in blue ocean thinking and opened our eyes to new opportunites with our customers"
CEO
"Challenged our thinking on what we believed were core strengths and in doing so we were exposed to
strategies to resolve capability gaps."
CEO
"Our team rallied behind the action plan and that accountability stretched well beyond a thoughtful offsite"
CEO
"I admire James for his determination in taking seemingly impossible complex tasks, cutting through the ambiguity, and producing results. He is really a "big picture" kind of guy."
CFO
"James has that amazing one-two punch of incredible business acumen and strategic vision, along with tremendous leadership and coaching skills. "
Sales Leader
"He is always ready with solutions to complex operational issues."
Regulatory Officer
Get in touch
James Levy is a highly effective offsite facilitator and leadership strategist with over 20 years of experience leading innovation through turbulent times. As a business instructor at the University of Calgary and a CEO advisor at Next.ai, James brings a wealth of practical knowledge and strategic insight to his clients. His training in Design Thinking from MIT and Blue Ocean Strategy from INSEAD equips him with cutting-edge frameworks to help organizations navigate complex challenges, foster creativity, and develop actionable strategies.
James is also a Roy Group-trained leadership coach at VMSA, enhancing his ability to empower leaders and teams. Known for designing custom, results-oriented agendas, he excels in aligning leadership teams, resolving team dynamics, and driving organizational change. His hands-on approach and commitment to turning ideas into action make him a sought-after partner for organizations aiming to achieve tangible outcomes from their offsite engagements.