The Insight Strategic Growth Retreat 

Align Your Leadership. Focus Your Strategy.
Position Your Organization for Three Years of Sustainable Growth.

Unlock Clarity, Commitment & Confidence in Just Two Days

Organizations rarely fail for lack of ideas—they fail from lack of alignment, clarity, and execution.

The Insight Strategic Growth Retreat provides a powerful two-day immersion where your leadership team:

  • Aligns around one shared vision of the future

  • Creates scenario-based strategies that strengthen resilience

  • Defines high-impact opportunities

  • Clarifies direction with goals, objectives, and strategies for the next three years

  • Builds team ownership of the plan

The result? A unified, forward-looking growth strategy that positions your organization for measurable, focused revenue growth.

This retreat is built around Phase One and Phase Two of the Insight Growth System™—the same methodology trusted by leadership teams since 1999.

Insight Growth Plan

Why This Retreat Matters Right Now

  • Leaders often have fragmented thoughts about growth. Our process extracts, aligns, and refines those ideas into a cohesive plan.

  • True momentum requires an accelerated and aligned approach.

  • Clear vision, strategic goals, talent mapping, and communication systems all begin with Phases One and Two.

In this retreat, your team steps away from the day-to-day to make the high-value decisions that set the trajectory for the next three years.

 

What’s Covered in the Two-Day Retreat

The agenda combines Phase One: Leadership Awareness & Development and Phase Two: Strategic Growth Planning with customized exercises and facilitation.

DAY ONE — Leadership Alignment & Strategic Foundation

Arrival & Breakfast
Welcome & Team Dynamics
• Review agenda, assessments, and rules of engagement
• Discuss team dynamics and collaboration expectations

Industry & Future Trends Analysis
• Review major shifts, innovations, and macro trends
• Identify leadership priorities for the future

Scenario Planning Workshop (Working Lunch)
• Identify Impact Factors and Driving Forces
• Build scenario stories and assess future implications
• Connect past–present–future into a shared narrative

Vision & Values Alignment
• CEO/President presents future vision
• Group dialog to clarify purpose and direction
• Define five organizational values and required behaviors

Survey Insights & Business Model Conversation
• Review takeaways from staff and customer input
• Discuss how the business creates value
• Explore opportunities to strengthen customer experience

 

DAY TWO — Strategic Goals, Competitive Advantage & Priorities

Arrival & Breakfast
Competitive Advantage Discussion
• Identify unique differentiators
• Explore product, service, and brand uniqueness
• Clarify marketing and sales positioning

Primary Goals & Objectives Workshop
• Establish and prioritize multi-year strategic goals
• Define measurable objectives
• Identify leadership and talent requirements

Strategies & Departmental Priorities (Working Lunch)
• Develop strategies for each objective
• Identify resource and capacity needs
• Assign departmental next steps and action planning deadlines

Closing Session
• Review the completed strategic framework
• Confirm next steps
• Set expectations for departmental action plans (3-week timeline)

 

By the end of Day 2, your team walks away with:

✔ A shared three-year vision and values
✔ Scenario-based strategies for resilience
✔ Clear growth goals,  objectives, and strategies
✔ Implementation plan with assignments
✔ Growth plan and vision book
✔ An aligned leadership team that is ready to execute

✔ Follow-up session for ensuring assignments and accountability

Schedule A
Pre-planning Session 

Schedule a time with your facilitator, Shelley Moore, to arrange the details for your prework and session date now.

  • What are your objectives?
  • What agenda works?
  • What dates work best?
  • How many team members?
  • Where will the session take place?  

Sessions for groups under 14 can be held at the Studio Insight in Elkhart, IN, for no extra fee.

Start Preplanning Now!

What Leaders Say...

"You get an A++ for presentation and substance...  I am in the business of grazing for new thoughts and ideas. The kind of work you do is either readily in need,  apparent due to performance issues,  or takes time (our case) to develop relationships since the stuff you deal with goes so deep, as it should."   - Larry D.

 

"I just wanted to take a moment to say thank you for sharing your time with our group yesterday morning. I (and I think I can speak for the others) found it very interesting and eye-opening to know that there are many others out there trying to solve the same problems that we are. I agree with you that passion is the most important part of the whole situation of a family business. Typical of most of our meetings, we all have homework to do."   - Shawn H.



"Thanks again for doing such a wonderful job facilitating. Your style of communication increases my comfort level, which allows me to open up and be more expressive, natural, and willing to try new approaches. I truly appreciate what this process has done for my position here at the bank and for me personally. 

The morning after, I feel a lot of different emotions. One is a very good, refreshing feeling that Doug and I now have this ability to freely engage with each other in a constructive manner that will allow for more meaningful exchanges without the worry of either of us thinking we are personally attacking the other. Another feeling is one of a touch of apprehension that, because this is out of my comfort zone, will take time for me to overcome."  - Karl D.

What Happens After the Retreat?

Your two-day retreat creates the strategic foundation. The follow-up phases ensure execution.

Phase 3: Implementation Support
• Marketing & business development planning
• Competitive positioning & communication strategy
• 90-day progress reviews, quarterly & annual updates

Phase 4: Organizational & Talent Development
• Organizational structure alignment
• Talent and skill-gap analysis
• Recruiting support & performance development cycles

These phases turn your plan into daily action, accountability, and measurable progress.

team work session

Ready to engage growth?

Click the link below to schedule a pre-planning sessions for your Insight Strategic Growth Retreat today.

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Return On Investment

Based on the Growth Planning System framework, organizations experience:

  • Stronger leadership alignment and decision-making

  • Increased revenue from new and existing customers

  • Clearer organizational priorities

  • Improved communication and engagement

  • Accelerated momentum and long-term strategic clarity

A focused, aligned team drives better growth—and this retreat jump-starts that alignment.

 

Smilling young business woman in front her team blured in background. Group of young business people. Modern bright startup office interior.

Who It's For

This retreat is ideal for:

  • CEOs & Founders

  • Leadership Teams

  • Board-Chaired Organizations

  • Family Businesses

  • Nonprofits, Community Organizations, and Growth-Ready SMEs

Organizations typically bring 4–12 leaders, allowing balanced participation and strategic focus.

The Investment?

Assessments per team member: $250

Two-day facilitated bootcamp with materials and follow-up implementation sessions: varies based on the number of team members - average, two payments of $5,000.

If the session takes place at Studio Insight, there are no space rental fees.