December 2025 Executive Retreat

Full Portfolio Review & 2026 Strategy Planning

December 15-16, 2025 | Atlanta, GA

Retreat Purpose

Full portfolio coverage - All 12 Core Services and all New Ideas touched in-room with structured sessions

Tiered depth (A/B/C) - Variable treatment based on readiness and priority, not a fixed "7 offers only" limit

No fixed cap - Number of deep-dives flexible based on emerging insights during the retreat

✓ Objective 1: Full Portfolio Coverage

  • All 12 Core Services reviewed in-room
  • All New Ideas / Net-New Offers evaluated
  • Tier assignments (A/B/C) for depth of treatment
  • Q1 2026 action plans for priority offers

✓ Objective 2: Documentation & Visibility

  • Offer briefs with market & value proposition
  • Entry point definitions for quick starts
  • Sales enablement materials (one-pagers, decks)
  • Portfolio matrix with provenance tracking
12
Core Services (Draft)
7
New Ideas (Draft)
2
Days
24
Attendees

Core Services Portfolio (12)

All 12 Core Services will be covered in-room with tiered depth. Tier assignments are TBD - to be determined during retreat preparation.

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Newer Ideas / Net-New Services

Emerging concepts to validate: scale, nurture, or archive. These offers have shown initial traction and are candidates for broader rollout.

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Event Planning Materials

Interactive Agenda

Grid View | 2 Days | Scan-Focus-Act
Full grid-based agenda with framework phases, breakout patterns, facilitators, and linked offers.
✓ Updated

Rules of Engagement

ASE-Style Facilitation
8 core principles, diverge-converge rhythm, breakout group structure, and facilitation approach.
✓ New

Session Briefs

45+ pages
5 comprehensive session briefs with detailed facilitation guides, learning objectives, and contingency plans.
✓ Complete

Pre-Read Package

50+ pages
Executive summary, offering frameworks, current state analysis, and role-specific pre-work for all 24 attendees.
✓ Complete

Workshop Templates

35+ pages | 15 templates
Ready-to-use templates including offer brief worksheets, prioritization matrices, and discussion guides.
✓ Complete

Sales Enablement Materials

Sales One-Pagers

12+ pages | 6 offers
Professional one-pagers: Challenge, Solution, Why NH, Entry Point, ROI, Success Story.
✓ Complete

First Meeting Decks

70+ pages | 3 priority offers
Complete presentation decks for initial client discovery meetings.
✓ Complete

Commercial Calculators

30+ pages | 6 offers
Complete specifications for pricing and ROI calculators. Ready for Excel build-out.
✓ Complete

Entry Point Definitions

30+ pages | All offers
Complete entry points with staffing model, commercial model, and phased approach.
✓ Complete

Strategy & Governance

Portfolio Offer Matrix

Interactive | Filterable
Full matrix view of all offers with material status, lifecycle stage, tier, and provenance tracking.
✓ New

Governance & RACI Framework

20+ pages
Complete governance model with roles, decision rights, meeting cadence, and RACI matrices.
✓ Complete

Master Summary

15+ pages
Comprehensive index and catalog of all deliverables with expanded scope requirements.
✓ Updated

Quick Links

Event Agenda Rules of Engagement Portfolio Matrix Pre-Read Package