Example Scenario

THE SITUATION

You're the leader of a new board of directors at a company with multiple stakeholders and priorities. Your group is facing an uncharted path with differing opinions and strong personalities. You can see potential conflict arising, and recognize that your group needs a clear path forward.

THE FREE CONSULTATION

You meet with a trained facilitator at Clay Partnering for a free consultation. We work closely with you to identify stakeholders and understand the group’s intended general goals. We design a retreat agenda, tailored to fit your group.

THE PARTNERING PROCESS

Survey

Before the retreat, we design a survey for all stakeholders, exploring individual thoughts and plans to accomplish their view of the team’s goals.

Retreat

We meet with your group and facilitate a one- to two-day workshop — your personalized partnering retreat. In this workshop, we’ll work with your group to identify key goals and specific action plans. With our help, your group will:

  • Have stakeholders get to know one another on a personal basis

  • Unanimously agree upon important goals

  • Identify obvious future problems and possible solutions to those problems

  • Develop a process to resolve any problems that do occur when they occur

  • Produce a “Compact,” an moral, non-legal agreement unanimously shared by all your team members

THE OUTCOMES

Your group builds stronger bonds, a shared vision, and knowledge of how to get there, in addition to avoiding future lawsuits. You move forward with a structured roadmap to stay on track and continue progressing toward your team’s goals.