The Insight 90-Day
Strategic Growth Plan System
Powered by Insight’s Living Strategy System™
Align Your Leadership. Focus Your Strategy.
Position Your Organization for Three Years of Sustainable Growth.
Unlock Clarity, Commitment & Confidence within 90 Days
Organizations rarely fail for lack of ideas— they fail from lack of alignment, clarity, and execution.
The Insight Living Strategy System provides a powerful two-day immersion and two follow-up implementation sessions where your leadership team:
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Aligns around one shared vision of the future
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Creates scenario-based strategies that strengthen resilience
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Defines high-impact opportunities
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Clarifies direction with goals, objectives, and strategies for the next three years
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Builds team ownership of the plan
- Includes a full implementation plan with team assignments
The result? A unified, forward-looking growth strategy that positions your organization for measurable, focused revenue growth.
The Insight Living Strategy System™
The Two-Day Strategic Growth Plan Retreat focuses on the first two phases of Insight’s Living Strategy System™—where clarity, alignment, and direction are established.
Phases 3 and 4 follow the retreat, ensuring strategy is activated at the team level and embedded into performance and accountability systems.
Why This System Matters Right Now
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Leaders often have fragmented thoughts about growth. Our process extracts, aligns, and refines those ideas into a cohesive plan, vision, and strategy playbook.
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True momentum requires an accelerated and aligned approach.
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Clear vision, strategic goals, talent mapping, and communication systems all begin with qan established strategic framework.
With this system, 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
After the Leadership Pre-planning Session is complete, the retreat agenda combines Phase 1 Rooting: Leadership Awareness & Direction, and Phase 2 Translation: Strategic Growth Planning, with customized exercises and facilitation.
Phase 1: Strategic Rooting
Completed during Day One
Executives and senior leaders root the strategy by aligning on purpose, priorities, and leadership commitments.
What we do in the retreat:
- Clarify mission, vision, and values
- Align on strategic priorities and trade-offs
- Explore future scenarios and impact factors
- Define the leadership behaviors required for success
Outcome:
A shared leadership foundation and future-focused strategic direction that leaders visibly model.
Phase 2: Strategic Translation
Completed during Day Two
Leaders translate strategy into meaning, priorities, and decision filters that managers can carry into their teams.
What we do in the retreat:
- Define competitive advantage and value proposition
- Identify multi-year growth goals and measurable objectives
- Specify strategies to implement for each objective
- Clarify success measures and strategic priorities
- Establish clear leadership communication and resource requirements
Outcome:
Managers leave with clarity on what matters most, how to make decisions, and how to communicate strategy consistently across functions.
Your Growth Plan Book is created from these session for broader organizational communications.
Schedule A
Preplanning 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
The two-day retreat establishes clarity and alignment for a strategic foundation. The Living Strategy System™ continues through two structured follow-up sessions. The follow-up phases ensure execution.
Phase 3: Strategic Activation for Teams
Follow-Up Sessions
Teams activate the strategy by aligning daily actions, goals, and initiatives to the strategic framework.
Focus areas:
- Departmental action plans
- Strategy-aligned goals and initiatives
- Decision-making using strategic priorities
- Team engagement and ownership
Outcome:
Strategy moves from leadership conversation to team execution.
Phase 4: Embedded Accountability Systems
Follow-Up Sessions
Strategy becomes embedded into the organization’s operating systems.
Focus areas:
- Performance management and development systems
- Metrics, incentives, and feedback loops
- Meeting rhythms and execution cadence
- Accountability structures that reinforce strategy
Outcome:
Strategy is sustained through how people lead, decide, and perform—over time. These phases turn your plan into daily action, accountability, and measurable progress.
By the end of the Insight Strategic Growth Retreat sessions, 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 strategy playbook
✔ An aligned leadership team that is ready to execute
✔ Follow-up session for ensuring assignments and accountability
Ready to engage growth?
Click the link below to schedule a preplanning sessions for your Insight Strategic Growth Retreat today.
Return On Investment
Organizations that follow the full Living Strategy System™ experience:
- Stronger leadership alignment and decision-making
- Faster execution of strategic priorities
- Increased revenue focus and growth
- Higher engagement and accountability
- Strategy that actually sticks
A focused, aligned team drives better growth—and this retreat jump-starts that alignment.
Who It's For
This retreat is ideal for:
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CEOs & Founders
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Leadership Teams
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Board-Chaired Organizations
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Family Businesses
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Nonprofits, Community Organizations, and Growth-Ready SMEs
Organizations typically bring 4–16 leaders, allowing balanced participation and strategic focus.
The Investment?
Assessments per team member: $250
Two-day facilitated bootcamp with materials and two follow-up implementation sessions: 4 payments of $5,000
If the session takes place at Studio Insight, there are no space rental fees.