Name the outcome
Describe the change you want to see, the planning horizon and the evidence you will use to judge progress.
Give a shared direction a visible shape.
Bring goals, trade-offs and responsibilities onto one board. Make it easier to discuss what the organisation will focus on and why.
Hosts sign up. Guests join with a name.
Make the choices behind the plan explicit.
Discuss the trade-offs
Map the competing priorities and constraints. Capture the cost of choosing one direction over another.
Connect ownership to review
Record who is responsible for the next step and when the group will look at the evidence again.
An example session
Align on a quarterly focus
Put proposed priorities next to the outcomes they support. Ask each leader to add dependencies and the work that would need to pause if the priority is selected.
A focused plan with visible trade-offs and a shared review point.
Leadership teamsExample boardShared direction
OutcomeWhat needs to change?
FocusWhere will we concentrate?
Trade-offWhat will wait?
OwnershipWho brings the next evidence?
Which templates support a strategy session?
The library includes Business Model Canvas, SWOT, OKR Planning and Decision Matrix. Choose the one that fits the decision in front of the group.
Is the board a formal decision register?
Use it to work through and capture the discussion. Maintain any required corporate decisions or approvals through your organisation’s established process.
Bring the next conversation
onto a board.
Start with 3 free live boards. Invite your participants through a link.
Start free