Training Case Study 3:
Executive Leadership Retreat: Building Alignment & Momentum
A 3‑day offsite that clarified mission, set OKRs, and rebuilt trust for the next stage of growth.
Engagement Snapshot
Client Type: A High Growth Transportation and Logistics Company
Participants: Senior leadership team
Format: 3‑day offsite retreat
Focus: Mission • Strategy • OKRs • Collaboration
The Challenge
Expansion and shifting roles blurred the company’s mission and goals.
Cross‑functional overlap created friction; no clear decision framework.
The team needed alignment on strategic priorities to sustain momentum.
The Two Roads Approach
Re‑anchored mission and priorities; aligned each department’s role in success.
Strengthened trust and communication through experiential sessions and a Radical Candor workshop.
Co‑developed OKRs at department and personal levels for clarity and ownership.
Forged stronger bonds via mastermind dinners, outdoor experiences, and guided reflection.
The Results
Unified vision and priorities with crystal‑clear roles.
Improved collaboration and decisions across functions.
Stronger leadership cohesion and faster execution post‑retreat.
Key Takeaways
High‑growth teams need intentional pauses to realign before accelerating.
Experiential facilitation surfaces blind spots and rebuilds trust quickly.
Shared clarity + ownership → momentum that lasts.
Program Elements Included
Pre‑retreat interviews and strategy synthesis
Custom facilitation + experiential design
Post‑retreat OKR follow‑through toolkit
“Alexis has a rare gift for cutting through the noise and getting to the heart of what leadership and team performance truly mean. She doesn’t just deliver concepts; she delivers transformation. Her stories, practical insights, and ability to connect with business owners on a deeply personal level shifted the way our attendees thought about their roles as leaders. “
— mark bradley, founder, lmn, leanscaper 