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Looking for a consultant to facilitate your strategy workshop?
Kerri Sutey facilitates strategy workshops for leadership teams, from a focused working session to a planning offsite. She designs the agenda with you, interviews key stakeholders...
Strategic Facilitation
Make Space for the Conversations That Move Important Work Forward
When leaders and teams need to make decisions together, the quality of the conversation matters. I design and facilitate working sessions that help people examine different perspectives, clarify priorities, and agree on how to move forward.
Each engagement is shaped around your purpose, people, and desired outcomes.
Discuss Your Facilitation NeedsThe Short Answer
Who can facilitate our strategy workshop or leadership offsite?
Kerri Sutey, PCC, designs and facilitates strategy and priority alignment sessions, leadership offsites, team launches, and sessions that help people understand a change. Before the session she clarifies the purpose, participants, and desired outcomes with you, then guides the conversation in person or virtually. You agree in advance how decisions, commitments, and next steps will be captured.
- Strategy and priority alignment
- Leadership offsites and planning
- Team launches and ways of working
- Change and shared understanding
Example Facilitation Engagements
Designed Around Your Context
Each engagement is shaped around your purpose, people, and desired outcomes. These examples reflect common situations where leaders and teams bring Kerri in to clarify priorities, align perspectives, and agree on how to move forward.
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Strategy & Priority Alignment
Create Shared Direction and Focus
Clarify shared direction, explore trade-offs, and agree on where to focus. Leadership teams leave with decisions and next steps that connect strategy to their work.
What's Covered
- Clarifying purpose, priorities, and success criteria
- Surfacing assumptions and differing perspectives
- Exploring options and trade-offs
- Agreeing on decisions and next steps
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Leadership Offsites & Planning Sessions
Make Time for the Work That Matters
Create time for the work that is difficult to do in the flow of daily meetings. Sessions can help leaders consider what is changing, make important choices, and build shared ownership of what comes next.
What's Covered
- Considering what is changing and why it matters
- Making important choices together
- Building shared ownership of what comes next
- Capturing commitments and follow-up
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Team Launches & Ways of Working
Strengthen How Teams Work Together
Help new or evolving teams establish shared purpose, roles, decision expectations, and working agreements so they can work together more effectively.
What's Covered
- Team purpose and shared goals
- Roles, responsibilities, and decision expectations
- Working agreements and communication norms
- Constructive dialogue when perspectives differ
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Change & Shared Understanding
Help People Move Through Change Together
Bring people together to understand a change, surface questions, consider its effects, and identify practical next steps.
What's Covered
- Exploring the purpose and effects of a change
- Surfacing questions and concerns
- Aligning leadership messages and expectations
- Identifying practical next steps
Strategic Facilitation
What the Work Can Support
- Greater alignment around strategy and priorities, so effort goes where it matters most.
- Clearer decisions that keep critical work moving.
- Shared ownership and accountability for turning agreements into follow-through.
How It Works
Preparation and Follow-Through
We begin by clarifying the purpose of the session, who needs to participate, and what the group needs to accomplish. I design the process around that context and guide participation during the session. We agree in advance on how decisions, commitments, and next steps will be captured and what follow-up support is useful.
A focused workshop
A leadership offsite
A series of working sessions
Virtual or in person
Your Questions Answered
Facilitation Questions
Find answers to common questions about facilitation services and how they can help your team move forward.
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What should we look for when hiring a facilitator for a strategy workshop?
Look for four things: a clear design process (the facilitator should ask about purpose and outcomes before quoting an agenda), neutrality so your leaders can participate...
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Do you facilitate leadership offsites and retreats in person?
Yes. Kerri is based in Missoula, Montana. She facilitates in person in Montana and in cities with direct flights from Missoula: Denver, Salt Lake City, Boise, Seattle and...
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What is facilitation, and how is it different from training or consulting?
Facilitation focuses on designing and guiding conversations so groups can think together, align, and make decisions. Rather than delivering content or prescribing solutions,...
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When is facilitation most useful?
Facilitation is particularly valuable during moments of complexity — such as strategy development, organizational change, team formation, or when perspectives differ. Leaders often...
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What happens before a facilitated session?
We begin by clarifying the purpose of the session, who needs to participate, and what the group needs to accomplish. Kerri designs the process around that context and guides...
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Can facilitation include learning or skill-building?
Yes. Many facilitation engagements include learning moments, tools, or frameworks when they support the conversation and outcomes. Skill-building is woven into the session design...
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Do you facilitate virtual or hybrid sessions?
Yes. Facilitation can be delivered virtually, in person, or in hybrid formats. Virtual sessions are designed to be interactive and engaging, using collaborative tools to support...
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How long do facilitation engagements last?
Facilitation engagements range from focused sessions to multi-day offsites or a series of working sessions over time. In an initial conversation, we'll agree on what structure best...
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How do you ensure facilitation leads to action?
Effective facilitation doesn't stop at good conversation. Sessions are designed to surface clarity, decisions, and next steps. Leaders leave with shared understanding, commitments,...
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Let's Design a Conversation That Matters
If you're preparing for an important conversation and want support designing a session that leads to clarity and action, let's talk.
Discuss Your Facilitation Needs