I. Kick-off & Discovery

• We'll help you choose a project team.
• We'll introduce the project and align on your goals.
• We'll spend a few days to a few weeks exploring your organization, depending upon the scope of our work together.

III. Immersive Retreat

• There's no substitute for in-person human connection. Every engagement we conduct features an in-person experience at HeartSpace, Plenty's retreat center in Park City, Utah, or onsite with you.
• We'll share our discovery findings and distill the discovery from your team and
  agencies.
• We'll use nature and outdoor exploration to help you find the most important insights to apply to your challenge, inspire you to dream about your company's highest possibility, explore possible alternative solutions, and, most importantly, align on what's next. 

V. Implement & Achieve

Finally, we'll help you codify the decisions and direction into your existing plans and budgets or, if applicable, replace your previous strategies with what's been created.

In addition to the experiential deliverables, you can count on at least four written deliverables:

1. Discovery Findings. We'll present a set of discovery findings to you.
2. Retreat Materials. This is a workbook for you and each project team member to use during our in-person session.
3. Draft Playbook. A draft playbook outlining the approach we've agreed on for you to review and use. This may include financial modeling, depending on the core problem to be addressed.
4. Final Playbook. A final playbook, integrated into your existing strategic and financial documentation, based on your feedback on the draft.