Meeting Design & Strategy
Transforms your wish list into a realistic meeting plan with clear, strong outcomes.
Lets you run a polished, professional meeting that saves time, stress, and money.
Adds new ways to make your meeting engaging—even on dry or difficult topics.
Keeps your meeting meaningful by focusing beyond just logistics and details.
Brings fresh ideas and energy from a seasoned partner who offers honest feedback.
Clarifies big goals so your agenda stays focused, realistic, and action-oriented.
Deep Meeting Discovery
We review past agendas, surveys, and interviews to design smarter, more informed events.
Collaborative Planning Tools
Visual platforms like Mural help us co-create and refine strategy and agendas in real time.
AI-Enhanced Planning
We use AI to build agendas that adapt quickly to time, flow, and scheduling limits.
Custom Templates & Tools
We use proprietary templates and processes developed through years of refining what works.
Modern Meeting Techniques
We draw from a deep library of group facilitation tactics that work across sectors, meeting types, and sizes.
Co-Created Agenda Design
Through iterative planning, we shape a meeting that flows and fits your real goals.
Agenda Building Software
Custom software helps us structure timing, sessions, and engagement features.
Customization
Initial Consultation
Clarify your goals, audience, challenges, and desired event outcomes.
Discovery & Research
Review past agendas, surveys, and input from attendees or stakeholders.
Working Agenda Design
Sketch out initial flow, timing, activities, and key sessions or speakers.
Collaborative Iteration
Co-develop and refine the agenda, format, and flow with your team.
Final Agenda Build
Finalize agenda with timing, roles, sessions, and supporting elements.
Additional Support
Provide speaker prep, materials design, or facilitation guidance, as needed.
Event Execution
Run the event or support your team behind the scenes as needed.
Post-Event Debrief
Review what worked, what didn’t, and document takeaways and ideas.
The client was confident in the design and approach, feeling it met the objectives and expectations.
The event delivered superior results, exceeding what would have happened without the work.
Attendees found the meeting or event very valuable, considering it a worthwhile use of their time.
Meeting Design & Strategy Services
Conference Design
Design and coaching for engaging, impactful conferences, annual meetings, and symposiums.
Ideation and Brainstorming
Creative meetings and sprints to spark fresh ideas and innovative solutions.
Strategic Planning
Consider mission, set goals, align priorities, drive strategy, make decisions.
All-Hands Meetings and Townhalls
Assemblies to discuss important info and address concerns for a group or community.
Staff / Executive Retreats
Retreats to connect, share, and boost alignment, team-building, and long-term vision.
Networking Events
Making valuable connections such as at mixers, networking receptions and buyer-seller events.
Special Event Design
Gatherings such as award ceremonies, galas, immersive experiences, and kickoffs.
Stakeholder and Cross-Silo Meetings
Improving communication and collaboration for departments, teams, or groups.
Staff Meetings
Regular meetings to enhance communication and discuss ongoing projects or issues.
Trade Shows and Expos
Events centered on showcasing offerings, forming partnerships, and doing deals.
Roundtables and Summits
Focused agendas to share knowledge among attendees or make decisions on key topics.
Virtual & Hybrid
Adapting a wide variety of meetings and events in the best ways for remote audiences.