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Home > Highly interactive, highly insightful – a private strategy meeting for 50!

Highly interactive, highly insightful – a private strategy meeting for 50!

Last week, I had a fascinating session with a leading financial services firm.

The client wanted to book me for a keynote talk for 5o members of their member service team, in order to take a look at future trends in terms of interaction, support  and relationships.

Live interactive planning during a workshopSome of the issues on the table involved the type of thing that I cover in my post 14 Key Innovation Strategies for Financial Advisors and Financial Organizations, among many other trends. This was kind of a unique client situation, and so there was a lot of additional research undertaken.

But the client didn’t want to limit themselves to an overview of the trends and opportunities for innovation — they wanted a fun, lively interactive session.

And boy, did I deliver!

We ended up with a 3 hour session. Into the middle, after covering trends and innovation opporutnities, I led them into a discussion of two key questions:

  1. What will be the biggest change in the relationship with the typical existing member within 5 years?
  2. What will be the biggest change in the relationship with a new member in 2 years?

There were 10 tables of 5 ; they were given 20 minutes to discuss these two questions.

I then led a round table discussion, asking each table to provide their best, unique answer, with a little discussion around those answers.

But here’s where the fun part came in — I then loaded the 10 unique answers to each question into a text message poll, and had the room vote on both polls. And so what bubbled to the top was some pretty unique insight into what could be the major key priorities that they need to focus on in the future.

It actually worked extremely well, and was quite a bit of fun! If you are interested in exploring a way to kick it up a notch for your next leadership meeting, let’s have a chat!

And take a look at my outline on CEO/Leadership meetings for some additional insight.

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