Peter D. Schwartz   |  CEO Coach

Strategic Planning Off-Sites for CEOs and Leadership Teams

Business Strategy That Drives Alignment and Action

The CEO and the leadership team must be developing at a pace that matches or exceeds the rate of change and increasing complexity of their business environment.

Peter facilitates strategic planning off-sites that help senior teams pause, reflect, and realign around what matters most.

Each session turns strategy from a document into a discipline—where vision meets accountability and leadership moves in sync.

The Process

How the Strategic Off-Site Works

Industries Served:

Banking • Engineering • Life Sciences & Biotech • High Technology • Construction • Government Contracting

9

Day 1: Vision and Reality

Align around the organizational vision and confront the current business landscape with candor.

9

Day 2: Closing the Gap

Define the gap between where you are and where you need to be. Identify key themes, obstacles, and initiatives.

9

Action Plan & Accountability

Assign champions to lead initiatives, agree on success metrics, and schedule quarterly follow-ups for measurable progress.

Expected Benefits

Tangible Outcomes That Move Strategy into Action

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Clarity and alignment around strategic vision.

Performance icon - Certified LCP 360 Leadership Circle Profile Assessment Coach Peter D Schwartz DC South Carolina

Identification of key priorities and measurable goals.

Performance icon - Certified LCP 360 Leadership Circle Profile Assessment Coach Peter D Schwartz DC South Carolina

Accountability and ownership across the leadership team.

Performance icon - Certified LCP 360 Leadership Circle Profile Assessment Coach Peter D Schwartz DC South Carolina

Renewed confidence and unity in execution.

Performance icon - Certified LCP 360 Leadership Circle Profile Assessment Coach Peter D Schwartz DC South Carolina

A structured quarterly cadence for reviewing progress and sustaining momentum.

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Peter D. Schwartz

CEO Coach • Author • Speaker

Meet Peter D. Schwartz, Strategic Facilitator and CEO Coach

Peter brings decades of experience working with CEOs and leadership teams across industries.

As a Vistage Chair and executive coach, he facilitates off-sites that surface the truth of your organization—helping teams gain focus, alignment, and executional discipline.

Clients describe his approach as direct, engaging, and transformative, blending strategic insight with practical accountability.

Business Strategy Session FAQ

How long does a strategic off-site last?

The typical duration is one and a half days, followed by quarterly check-ins to sustain alignment and execution momentum.
This ensures that strategic clarity translates into measurable results over time.

Who participates in a business strategy off-site?

The CEO and senior leadership team participate to align around shared priorities, define key themes, and assign ownership to initiatives that drive growth.
Everyone leaves with clear roles, next steps, and accountability measures.

What industries does Peter work with?

Peter has facilitated strategic planning across many industries including:
Banking, Engineering, Life Sciences & Biotech, Technology, Construction, and Government Contracting.
His approach is adaptable across sectors, focused on leadership alignment and strategic execution.

Where are strategy sessions held?

Strategy sessions are conducted in person for leadership teams nationwide across the United States.

Peter works directly with organizations seeking clarity, accountability, and lasting strategic momentum.

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Ready to Turn Vision into Momentum?

Start your next strategic planning cycle with clarity and conviction.

Align your leadership team, define the path ahead, and build an execution rhythm that sustains growth.

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