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Executive Facilitation

Strategic planning offsites, leadership alignment sessions, board workshops, and cross-functional retreats — designed and facilitated by a neutral with 30 years of executive operating experience. Outcomes, not process.

Leadership teams avoid the hard conversations — especially when the stakes are highest.

Strategic planning sessions run by internal staff consistently underperform. The facilitator is a participant. The senior leader in the room shapes the conversation. The conflict that needs to surface doesn't. The decisions that need to be made get deferred.

An outside neutral facilitator — someone with the standing to challenge assumptions, name the tension in the room, and keep the conversation moving toward outcomes — produces fundamentally different results than an internal session.

What David delivers

  • Pre-session design calls with the CEO and key stakeholders (2–4 weeks before)
  • Pre-read materials and framing documents for all participants
  • Full-day or multi-day facilitated session — designed around specific decisions and outcomes
  • Real-time synthesis: David captures decisions, commitments, and open items live
  • Post-session summary document: decisions made, owners assigned, next steps documented
  • Optional 30-day follow-up call to review implementation progress
Technology Distributor · 95 employees · $22M revenue
A technology distribution company's leadership team cannot agree on whether to build a proprietary AI platform or acquire one — and the disagreement is costing six months of execution.

The CEO had held four internal strategy sessions on the question. Each ended with the same unresolved tension: the CTO wanted to build, the CFO wanted to buy, and the CMO was advocating for a partnership model. The decision was blocking the annual plan.

A one-day facilitated session surfaced the real issue: the build vs. buy debate was actually a disagreement about technical risk tolerance and competitive differentiation strategy — not about AI at all. Once framed correctly, the team reached a clear decision in two hours. The annual plan was finalized within three weeks.

6 moSaved in deferred decision time
1 dayTo reach alignment on a 3-year strategy
3 wksFrom session to approved annual plan