STRATEGIC OFFSITES GROUP - Key Persons
At Strategic Offsites, Andrew has consulted across multiple industries in several continents. Sample industries include retail, financial services (including insurance, retail brokerage, clearing, credit cards, credit reporting), food and beverages (both retail and ingredient supply), upstream oil and gas, industrial products, and medical instruments. In addition multiple strategy development projects, Andrew has worked extensively on initiative prioritization and resource allocation issues helping connect the worlds of strategy and implementation.
Before joining Strategic Offsites in 2005, he spent nine years with Gemini Consulting (subsequently Cap Gemini Ernst & Young) in the Strategy practice. While at Gemini, Andrew leveraged his financial and strategy experience to develop Balanced Scorecards in a variety of industries, including consumer products, chemicals, and food ingredients. Other project work included a distribution strategy for a consumer lawn and garden chemical company and a debit card strategy for a major regional retail bank.
Prior to joining Gemini, Andrew worked as a credit analyst in the Specialized Finance arm of Dresdner Bank AG, London Branch. His responsibilities included analyzing new leveraged and project finance loans, as well as loans which had been reclassified into the specialized department.
Before Dresdner, Andrew was with Citicorp Investment Bank Limited, London. Andrew graduated from Duke University with an AB in Economics and History.
At Strategic Offsites, Andrew has consulted across multiple industries in several continents. Sample industries include retail, financial services (including insurance, retail brokerage, clearing, credit cards, credit reporting), food and beverages (both retail and ingredient supply), upstream oil and gas, industrial […] read more
Bob has spent his career working with Senior Executive Teams and Boards on their most vital strategic and organizational challenges, both as a consultant and a corporate executive. He is considered one of the world's leading strategic facilitators, having designed and conducted executive offsites in nineteen countries with companies ranging from Fortune 10 multinationals to German mittelstand family businesses.
Bob is the author of four Harvard Business Review articles: "Off-Sites That Work" (June 2006, co-authored with Logan Chandler), "When Teams Can't Decide" (November 2008), "Who Really Makes The Big Decisions in Your Company?" (December 2011), and "Leadership Summits That Work" (March 2015, co-authored with Cary Greene). HBR named "When Teams Can't Decide" one of ten ‘must-read' articles on teams. His first book, Who's In The Room? How Great Leaders Structure and Manage the Teams Around Them (January 2012, Jossey-Bass), quickly became a bestseller in the categories of Leadership and Decision Making, and is now in distribution in 12 countries. His latest book, Simple Sabotage: A Modern Field Manual for Detecting & Rooting Out Everyday Behaviors That Undermine Your Workplace (co-authored with Cary Greene and Rob Galford), was published by Harper Collins in September 2015 and became a bestseller in the management category. Simple Sabotage has been published in Chinese, Japanese and Spanish.
Before founding the Strategic Offsites Group, Bob was a Managing Partner of Accenture, where he helped create the Organization & Change Strategy practice. Bob joined Accenture from Cap Gemini Sogeti, where he founded the firm's global capability in Corporate Vision and Growth and led Gemini Consulting's Strategy practice for the Americas. He began his career at the Boston Consulting Group where he helped launch the Los Angeles office.
Bob's executive roles began when he went to work for a client, running planning and business development for The Dial Corporation. Bob went on to become the youngest Division President of this Fortune 500 company, now a division of Henkel. A decade later, he took another temporary leave from consulting to head corporate strategy for Sears, Roebuck and Co., where he helped guide the largest voluntary restructuring in US corporate history.
Bob is a magna cum laude graduate of Tufts University and earned his MBA at the Yale School of Management.
Dangerous Company, a best-selling book on the consulting industry, says of Bob: "He has been there, small company and big, strategy and operations. He has lived much of his professional life on the road or in the corridors of power of huge institutions. In the game of business, he is equipped to be the perfect coach."
Bob has spent his career working with Senior Executive Teams and Boards on their most vital strategic and organizational challenges, both as a consultant and a corporate executive. He is considered one of the world's leading strategic facilitators, having designed and conducted executive offsites in nineteen countries […] read more
For over 25 years, Cary has worked with Senior Executives and Boards on challenging and complex strategic issues. In addition to his expertise in strategy workshop design and facilitation, Cary leads SOG's efforts focusing on large-scale transformation and strategy programs. These include strategy formulation and execution, executive and organizational alignment, and performance measurement. Cary's work has spanned the financial services, healthcare, retail, manufacturing, business services, software, education, consumer products and transportation industries in North America and Europe. Examples of recent client engagements include:
Worked with 30 executives and 50 doctors across four teams from the second largest medical association to develop a comprehensive, multi-year strategy to transform a leading medical specialty
Worked with 60 executives across six teams to develop a three-year growth strategy for a $5 billion wealth-management firm
Designed and facilitated a series of workshops for the board and senior management of a $5 billion telecommunications provider to identify and prioritize a set of critical growth opportunities
Designed and facilitated a two-day offsite for top 35 executives of a $4 billion international network of higher education to identify opportunities to drive the next stage of growth
Cary is the author of "Leadership Summits That Work" (Harvard Business Review, March 2015, co-authored with Bob Frisch) and "Critical Conversations That Reset How Your Organization Manages Initiatives" (Balanced Scorecard Report, April 2012, co-authored with Bob Frisch). His book, Simple Sabotage: A Modern Field Manual for Detecting & Rooting Out Everyday Behaviors That Undermine Your Workplace, (co-authored with Bob Frisch and Rob Galford) was published by HarperCollins in September 2015 and became a best seller in the management category. Chinese, Japanese and Spanish editions are in development. Cary's work has been published in Fast Company, The Daily Beast and Workforce. He also writes regularly for Harvard Business Review's website, HBR.org. Harvard Business Review featured several of Cary's pieces in the recently released HBR Guide to Making Every Meeting Matter.
Prior to joining the Strategic Offsites Group, Cary led the Finance practice at the Palladium Group, where he worked closely with David Norton and Robert Kaplan (co-creators of the Balanced Scorecard) to pioneer Palladium's "Planning for Results" offering. Previously, Cary co-founded Painted Word, a strategy and technology consulting firm, where he established and managed the firm's Strategy and Financial Services practices. Inc. magazine twice named Painted Word to the Inc. 500 as one of the fastest-growing privately held companies. Cary led the process to sell Painted Word to Monitor Clipper Partners, a private equity firm, and the subsequent merger with the Balanced Scorecard Collaborative to form the Palladium Group.
Before founding Painted Word, Cary worked for A. T. Kearney, a management consulting firm. He began his career in investment banking at Prudential-Bache Capital Funding, where he was an Associate in the Financial Institutions Group.
Cary earned a BA with Highest Distinction from the University of Virginia and holds a MBA from Harvard Business School. Cary currently serves on the Board of Trustees for the International School of Boston.
For over 25 years, Cary has worked with Senior Executives and Boards on challenging and complex strategic issues. In addition to his expertise in strategy workshop design and facilitation, Cary leads SOG's efforts focusing on large-scale transformation and strategy programs. […] read more
Dan joined Strategic Offsites Group in July, 2014. Since starting, he has contributed to engagements with market-leading clients in the insurance, health services, information services, retail and airline industries. He has worked closely with executives and SOG's partners to assist in the design, and management of multiple strategy projects.
Dan's primary focus is the preparation, implementation and facilitation of strategy workshops and meetings. His work has focused on a variety of issues, including:
Strategy development and alignment
Long-term opportunity identification
Account planning
Optimizing Customer Advisory Boards
Resource allocation/budgeting
Dan holds a BS in Human and Organizational Development (Track: Leadership & Organizational Effectiveness) & Elementary Education from Vanderbilt University.
Dan joined Strategic Offsites Group in July, 2014. Since starting, he has contributed to engagements with market-leading clients in the insurance, health services, information services, retail and airline industries. He has worked closely with executives and SOG's partners to assist in […] read more
Justin joined Strategic Offsites in July 2017 and has helped with the management and design of projects across multiple industries, including retail, financial services, and fiber/telecommunications.
Aligning a senior executive team around a 5-year vision, including measures of success, strategic growth opportunities, and enabling capabilities required to achieve that vision
Helping the executive committee of a process consulting firm develop, prioritize, and assign accountabilities for major initiatives to improve operational effectiveness
Defining the approach and process for a company to transition one of its brands into an organization with dedicated resources that leverages shared services where appropriate, including major dependencies
Justin joined Strategic Offsites in July 2017 and has helped with the management and design of projects across multiple industries, including retail, financial services, and fiber/telecommunications. Sample recent work includes:
Aligning a senior executive team around a 5-year vision, including measures of success, strategic growth opportunities, and enabling capabilities required to achieve that vision
Helping the executive committee of a process consulting firm develop, prioritize, and assign accountabilities for major initiatives to improve operational effectiveness
Defining the approach and process for a company to transition one of its brands into an organization with dedicated resources that leverages shared services where appropriate, including major dependencies
Before joining Strategic Offsites Justin interned with Stone Pier Capital, a boutique M&A firm located in Pittsburgh. Experience focused on developing detailed research reports on prospective clients and industry trends, mostly in the Energy sector. In 2010 he founded JNB Parts, a small business that resells OEM agriculture and trucking parts. The business generated enough annual revenue to cover the cost of college, and still operates today in Cincinnati.
Justin graduated from Vanderbilt University with a BA in Political Science and a Minor in Corporate Strategy. While there, he spent a year as the Teaching Assistant for the Corporate Strategy course. In addition to typical Teaching Assistant responsibilities, he had the opportunity to teach classes covering specific strategy frameworks and facilitate group exercises.
Justin joined Strategic Offsites in July 2017 and has helped with the management and design of projects across multiple industries. Industry experience includes retail, financial services, insurance, fiber/telecommunications, transportation, and commercial trucking. […] read more