Facilitated executive retreats for lasting strategic impact.

Move your team from discussion to decision. We design and facilitate high-value retreats that build alignment, clarify strategy, and create actionable roadmaps.

An executive retreat is a significant investment in culture, leadership, and strategy development. Yet, too often, these sessions get derailed. Without an objective, expert facilitator, teams can get stuck in operational weeds, avoid the most difficult conversations, or end the day with 'analysis paralysis' instead of a clear path forward.

An external facilitator allows every member of your team—including the CEO—to be a full participant. Montana Strategic Consulting manages the process, challenges assumptions, and ensures the conversation stays focused on your most critical outcomes.

How We Can Help

We partner with you to design a fully customized agenda tailored to your unique goals. While every retreat is different, our work often centers on three core pillars:

1. Strategic Clarity & Planning: Move beyond high-level brainstorming. We use structured frameworks to help your team rigorously debate and define your mission, vision, and values. We pressure-test strategic assumptions and guide the team to consensus on a few, critical 'win-or-lose' priorities for the coming year. You'll leave with a clear, documented plan, not just a collection of good ideas.

2. Leadership Alignment & Team Effectiveness: A strategy is useless if the leadership team isn't aligned. We create a safe, structured environment to have the crucial, candid conversations that are often avoided in the office. We help you clarify decisions, break down silos, and build the psychological safety needed for a truly high-performing team. The result is a unified team committed to a shared set of goals and behaviors.

3. Navigating Complexity, Risk & Change: In today's environment, strategy and risk are inseparable. Leveraging deep expertise in complex, high-stakes organizations, we guide your team through difficult scenarios. Whether you're navigating a major market shift, a new regulatory landscape, or internal reorganization, we help you identify strategic risks and opportunities and build a more resilient, agile organization.

Our Process

Our engagement is a partnership that ensures the retreat's impact lasts long after the final session.

• Phase 1: Pre-Retreat Design

  • We don't use off-the-shelf agendas. Our process begins with confidential discovery interviews and a review of key documents (like past strategic plans or engagement surveys). This allows us to understand the team's dynamics, identify hidden frictions, and design a custom agenda that addresses your specific goals.

• Phase 2: Expert, Objective Facilitation

  • During the retreat, our role is to be the objective guide. We manage the clock, protect the process, and ensure all voices are heard. We skillfully navigate difficult personalities and challenging topics, keeping the group focused and productive. Your entire team is free to participate, debate, and create—fully present and engaged.

• Phase 3: Post-Retreat Summary & Accountability

  • The work isn't over when the retreat ends. We provide a comprehensive post-retreat summary, documenting all key decisions, action items, assigned owners, and agreed-upon deadlines. We can also partner with you to structure the follow-up and accountability process to ensure momentum is maintained.