Get your leadership team genuinely aligned on ambitious goals - and equipped to execute against them.
The most effective leadership teams share a common understanding of what good performance looks like, how to set ambitious goals, and how to motivate their teams in pursuit of them. This engagement aligns your leadership team around goals that build execution velocity and momentum.
What you walk away with
- Aligned leadership - a team with shared language and understanding of goals, accountability and performance.
- Quarterly goals that drive outcomes - set ambitiously and scored fairly, so 80% of an ambitious goal feels like a win, not a failure.
- Owned internally - your internal owner fully equipped to run next quarter's process end to end, without external facilitation.
How it works
- Kick-off (founder + optional ops lead · 1hr) - I get across your business, leadership team dynamics, and we align on the goals framework: Goal structure (I recommend OKRs), the 80% success benchmark, use of Floors/SLAs, and what sits outside the goals.
- Leadership team alignment (full leadership team · 1hr) - before planning starts, the full team aligns on the framework itself. Everyone has a voice on the approach, so when goals are set there's genuine commitment.
- Facilitated quarterly planning (full leadership team · 2-4hrs) - debrief on last quarter's performance and lessons learnt, then set company-level goals for the quarter ahead. Methodology: align on top 3 Objective themes → KRs per theme → finalise Objectives. Output: company OKRs with shared understanding and real buy-in.
- Post-planning debrief (full leadership team · 1hr) - structured debrief the day after. We reflect on the process and align on how each leader will run their own team-level sessions so goals cascade effectively.
- Enablement & handover (internal owner · 1hr) - how to own and operate the goals process through the quarter: check-in cadence, mid-quarter reviews, how to adjust OKRs in response to strategic changes or discoveries from the team during the quarter.
Why me
I have compounding learnings from over 30 Strategic Planning offsites facilitated across Series A B2B SaaS ventures Quandri, Finn AI & Qwist. I relish leading teams through a tough process that delivers huge value.
12 years scaling 6 B2B SaaS ventures from <$1M to >$10M as VP Operations or Chief of Staff.
To get a deeper understanding of who I am, my approach & values, see About James.