Despite strong foundations, the company faced an unclear growth strategy and misalignment at the top. To address this, the leadership team partnered with SOTA to define a clear strategic direction, realign executives, and develop a focused execution plan.
Through diagnostics and a series of leadership sessions, we helped the executive team define key opportunities, make critical decisions, and build a clear, actionable execution plan.
The result: strategic clarity, accountable execution, and a stronger, more aligned leadership team.
Business Context
The company had strong foundations but faced several strategic roadblocks that limited its potential to scale:
- Major revenue comes from several clients only
- Revenue streams are not sufficient to scale the company
- The lack of alignment at the C-level regarding business strategy
Strategic Objectives
The engagement with SOTA focused on two key dimensions:
- Business Results: Define the most promising business opportunities, translate them into strategic goals, and build an actionable plan to acquire new clients and hit financial targets.
- Team Alignment: Strengthen executive collaboration, improve trust, and ensure open dialogue around difficult but necessary topics.
Phase 1: Diagnostics & Preparation
To ensure the strategy session addressed real gaps and delivered measurable value, SOTA led a thorough diagnostic phase:
- Conducted individual interviews with the CEO and each leadership team member to uncover expectations, blockers, and motivations.
- Launched team activities to collect data on performance, dynamics, and readiness.
- Designed a custom strategy workshop to align knowledge and expectations.
Pre-Session Workshop: “Good Strategy, Bad Strategy”
The workshop aimed to deepen the team's understanding of the business strategy and its components, align expectations, and prepare for strategy planning.
Format: 3-hour online session via Miro; 30% theory input + 70% collaborative work.
Outcome: The leadership team aligned on strategy session objectives and gained a step-by-step framework to create and implement a business strategy.
Phase 2: Strategy Offsite
SOTA facilitated a 2-day online strategy session tailored to the company’s business model and leadership dynamics:
- Applied open strategy and design thinking frameworks.
- Enabled mini-group creative brainstorms with structured prioritization and visualization tools.
- Created space for productive conflict and decision-making.
Key Results
- The executive team identified and prioritized new business opportunities and revenue streams.
- Developed a clear execution plan for the upcoming year with strategic goals, owners, and milestones.
Enabled the leadership team to make critical business and staffing decisions.
Phase 3: Strengthening the Leadership Team
To sustain progress and improve collaboration, SOTA delivered a half-day StrengthsFinder workshop focused on executive team development.
Format: 4-hour interactive online session.
The session focused on the understanding of individual and team strengths and the potential challenges when strengths are misused. The team discussed the impact of strength-based leadership in the working environment, managing tensions, and enhancing collaboration.
Outcome: The team became aware of their individual and collective strengths, boosted team trust, alignment, and collective performance.
Outcomes & Deliverables
SOTA’s tailored approach led to significant breakthroughs in both strategic clarity and team cohesion:
✅ Clear strategic vision and direction
✅ Prioritized business opportunities & revenue growth paths
✅ Strategic goals with named owners and an execution roadmap
✅ Improved leadership alignment and accountability
✅ Strengths-based team profile to support collaboration on a C-level
✅ A comprehensive 24-page digital strategy kit with workshop outcomes, visual boards, and decision records
Through this collaboration, the company enhanced the internal alignment and strategic clarity necessary to move to scalable growth. The engagement with SOTA accelerated decision-making, improved executive performance, and equipped the team with the tools to confidently lead the company forward.
Interested in strategic facilitation for your leadership team?