Your company’s most important growth strategy starts here.

We provide a tailored approach to building, implementing and executing business scaling plans that provide stability and a clear path to growth through uncertain times.


The 2-Day Executive Strategy Workshop is for executive teams looking to clarify their vision, align their organization, and explore new ways to grow their business. Working through a process of discovery around your business’s unique opportunities and challenges, we help you design a customized strategy-to-action playbook that clearly defines a path for sustainable growth and collaborative engagement across the organization.

SUMMi7 Strategy Impact Workshop Plano, TX

The Workshop Method

We work with your executive team to create a shared company vision, align leadership on strategic initiatives and build an executable plan you can communicate with your team.

Clarify Vision

By redefining the reason why your business exists and how you accomplish your purpose through strategic planning, your vision will gain a renewed sense of clarity to help guide your entire business on the path to doing good for your team, your customers and your community.

Create Alignment

Build trust and understanding by communicating a clear vision, asking for feedback and buy-in, and collaborating with your team throughout the journey.


Once the plan has been solidified, documenting your repeatable processes and setting benchmarks and KPIs will help you recognize and celebrate your progress.

We’ve walked miles in shoes just like yours.

We know what it’s like to want more for your company, to feel like you can’t get out in front of your business, and wondering if you have what it takes. Our shared experiences, good and bad, help uncover issues and opportunities that will help accelerate your company’s growth. Let’s talk about how we can help you and your business today.

At the core of our custom workshops is a unique combination of insights from internal and customer interviews, as well as in-depth market and competitive analysis. These allow us to surface new perspectives and foster transformational changes to your business, rather than applying a one-size-fits-all solution.

The Workshop Process

Identify Priorities & Set Expectations

We conduct interviews with your executive team to understand urgent needs, identify important strategic issues and define expected outcomes.

Customize Workshop Design

Using our Strategy Deployment Framework, your workshop exercises, tools and activities are created and tailored to maximize the effectiveness of your workshop.

Facilitate Team Workshop

Over two days, your team engages in creative thinking activities focused on business exploration, discovery and priority-setting to develop a growth plan built on a sustainable foundation that can be easily communicated and scale.

Design Your Strategy-to-Action Playbook

Using the information collected throughout the workshop, we deliver your strategy-to-action playbook and artifacts illustrating and communicating your company’s direction — the where and why — allowing everyone to participate, innovate and bring forward ideas to help you achieve your vision.

Implementation & Beyond

With your playbook in hand, shift back to the real world and the task of course-correcting your business. Our team of experts works hand-in-hand with your leadership team to foster change, ensure employee engagement across the board and build a thriving organization.

Align your team for the long-term.

Executives at the top of their game know that success is determined by their ability to create and execute strategies. If you are not getting the results you want, it is time to take a hard look at yours. Our workshops help you turn things around by making purposeful changes that will lead to success.

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