Masterclass Agenda and Format

Offered in-person, this masterclass is ideal for executive leadership offsites sponsored by CEOs, Product, Sales, or Marketing leaders. It’s ideal for meetings with cross functional teams to help get strategically aligned, improve trust, and bolster commitment to collaborative execution. Whether you are embarking on your own brand transformation or want to help your team advance their careers by learning the proven approach to a successful transformation, this class is a prerequisite for ensuing great outcomes.

Format & Logistics

Compact & Executive Friendly

Two half-day sessions, ideal for executive offsites.

Delivered in Person

Conducted onsite, offsite, or at executive retreats.

Interactive & Customized

Highly interactive, with real-world case studies and discussions tailored to your company’s unique challenges.

Pre-Session Discovery

Once your masterclass is booked, Kate meets with key leaders to understand your company’s history, brand strengths, and positioning challenges. She tailors the session to your specific goals and challenges.

Day 1

Preparing for a Successful Transformation

Market Dynamics & Opportunities: Why NOW is your company’s inflection point and what’s at risk if you wait.
Leadership & Alignment: Aligning your executive team to fly in formation.
Non-Negotiables: Critical actions to take before any transformation effort to prevent misfires and maximize outcomes.
Product & Marketing Interlock: Why alignment from Day One matters.
Crossing the Chasm: Proven go-to-market tactics to scale beyond early adopters and capture the broader market.
Introduction: The Holistic Transformation Framework™: The step-by-step methodology for creating the narrative that fuels your next era of growth, relevance, and enterprise value.

Day 2

Executing to Win & Achieve Exponential Growth

Deep Dive: The Holistic Transformation Framework™: Master the blueprint to build a differentiated, enduring brand that inspires your workforce, galvanizes partners, leads your category, and increases your company’s valuation.
Alignment Tools: Practical tools to ensure employees, partners, customers, and shareholders speak in one clear, consistent voice on your vision and strategy.
Make Your Relaunch a Big, Bold Bang: Why incremental rollouts fail—and how to design a relaunch that captures attention, market share, and mindshare.
Case Studies: Inside the transformations of companies who broke through and what they did, what they avoided, and how they accelerated outcomes.
Recap and Next Steps: Chart your immediate action plan to capitalize on the insights and frameworks shared.

Post-Session Support

Remote Office Hours: Up to 8 hours of follow-up support for lingering questions or guidance.
Extended Services: Executive coaching or strategic marketing consulting engagements available upon request.